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Last year, the company tapped Milrod to combine all of its sales and relationship management into one group. The initiative led to a 25% increase in new business wins.

Although 2020 was a tough year for the credit card industry, the payment services initiatives Offereins led produced a 29% increase in Pulse’s e-commerce transactions over 2019.

Heitsenrether recognized that JPMorgan Chase had the ability to take client data and turn it into actionable business intelligence for the bank’s clients.

Since Hung joined the firm in 2010, NYLIM has nearly quadrupled its assets under management through a combination of geographic expansion, organic initiatives and acquisitions.

Under Knox's leadership, the private bank had a banner year in 2020, riding high on the market's rise. Her unit had revenue of $3.3 billion.

Noticing that anxiety was high and moral was eroding for her team in the wake of the coronavirus pandemic, Kedia decided to focus on projects that would be impactful, including deploying new digital tools and launching new products.

Under Setiz's leadership, Russell scored an A /A+ rating from the United Nations-supported Principles for Responsible Investment in 2020.

A year after McShane took over, the bank’s CRE operations posted a 5% increase in profits, despite the challenges of the pandemic.

In the midst of the COVID-19 pandemic, Burke has taken on massive projects such as the company's headquarters transition from New York to Nashville, Tennessee.

With Venkatraman’s guidance, Credit Suisse’s investment bank has also joined the financial industry’s move toward cloud computing.

Liu became head of Citi’s North American private bank in 2019 and, in 2020, beat her projections by 12% despite the pandemic.

Hackley, proud of her Cuban heritage, has made a point of mentoring and recruiting Hispanic undergraduates and MBA students.

Braming revamped the company's recruiting process by instituting diverse candidate and interviewer slates and expanding scouting for prospects and interns.

Since becoming head of investment and corporate banking at Mizuho Americas, Katz has lead it through explosive growth in its M&A strategy and leveraged buyout practices.

As global co-head of mergers and acquisitions at J.P. Morgan, Aiyengar is the only woman and only person of color to hold such a position.

Mohr, the chairperson of the Fairness Opinion Committee, vets every fairness opinion originating in both Asia and the Americas, ensuring that M&A transactions are equitable for all.

The PE-backed consolidators picked up firms with a combined $6.7 billion in client assets as high valuations and expansion plans bring sellers to the table.

An ex-executive with a firm acquired by the network three years earlier will lead FSC Securities as it seeks to grow in a competitive industry.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Firms should be aware that cyberattacks are getting more complex and regulators are cracking down.