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Tara Latini, country head of wealth and personal banking for HSBC USA, has been a key decision-maker as the bank has shifted away from the mass-market retail business in the U.S., focusing instead on "globally connected affluent and high-net-worth clients."
October 5
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Stephanie Cohen has been at Goldman Sachs for more than 23 years. She started as an analyst in 1999 and has held a series of leadership positions in mergers and acquisitions. In January 2021, she was appointed global co-head of consumer and wealth management.
October 5
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The product can bolster talent retention, appeal to customers seeking help in the current volatile markets and position Merrill to stay top-of-mind as UX-savvy younger clients begin inheriting wealth.
October 4
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Republicans are unlikely to see eye-to-eye with Biden on fixes for major social programs if they retake Congress in November.
October 4
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Two panels of experts explained why family relationships, financial literacy and trust are so important to the coveted niche of clients.
October 4
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Peter Rasmussen, MD, is Chief Clinical Officer for The Clinic by Cleveland Clinic.
October 4
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Winter Washington is the Head of Diversity, Equity & Inclusion at Gainwell Technologies. In this newly created role, she partners with the Executive Leadership team, DE&I Council, Employee Resource Groups, Talent Acquisition, Talent & Development and Employee Engagement to spearhead the DEI strategy and commitments of the organization. Most recently, Winter was Director and AVP of Talent & Culture with Chubb, where responsibilities were tied to the global execution of culture integration, DE&I strategies for workforce diversification, and employee engagement.
Winter received her undergraduate degree from Temple University and is SHRM-certified. She currently resides in Philadelphia with her husband and 2 sons.
October 4
