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The Financial Women's
Association Of San Francisco - East Bay Group
Presents
"The Spirit Within: Prospering In Challenging Times"
An Industry Leadership Series Event
featuring
Leigh Wasson, Managing Director, Northern California Market
Manager for Citi Private Bank
on
Tuesday, February 24, 2009
As we move into a new economic and financial paradigm,
all of us are being asked to change. Learn some lessons, new
tools and ideas on how to rise to the occasion at this evening event hosted at KPMG and featuring Leigh Wasson,
Managing Director, Northern California Market Manager for
Citi Private Bank. Ms. Wasson will share her insights and
experience on how to position yourself and your career so
that you can continue to prosper despite the challenging
environment in the economy and financial industry.
About the Speaker
Ms. Wasson joined The Citigroup Private Bank in 2005 to
manage the Northern California region that includes offices
in San Francisco and Palo Alto.
Ms. Wasson's responsibilities include expanding and
deepening the Private Bank's presence in Northern
California, Nevada and Hawaii. She coordinates the team of
bankers and specialists focused on providing a
solutions-oriented approach to the wealth management needs
of high net worth individuals and families by extending the
reach of Citigroup Private Bank's tailored services. These
services include investment management, trust and estate
planning, philanthropic and art advisory, credit, and
capital markets.
Prior to joining The Private Bank, Ms. Wasson was with
Bessemer Trust, where she focused on new business
development on the West Coast. Previous to Bessemer Trust,
Ms. Wasson spent 16 years with JP Morgan with both the
private bank and the institutional investment management
division. She was with JP Morgan Private Bank from 1999 –
2004 and was a managing director and region head of the
Silicon Valley and Newport Beach offices. She spent from
1987 to 1999 at JP Morgan Investment Management, where her
various roles included relationship officer, portfolio
manager, and equity research analyst, and included
assignments in Australia and London, in addition to New
York.
Ms. Wasson has a B.B.A in Finance from The University of
Texas and an MBA from The Wharton School at the University
of Pennsylvania. She is a member of the Women's Leadership
Board, John F. Kennedy School of Government, Harvard
University. Ms. Wasson serves on the Board of the
International Museum of Women, the Advisory Board of the
Stanford Social Innovation Review, the signature publication
of the Center for Social Innovation at the Stanford Graduate
School of Business and on the Advisory Board of Astia. Ms.
Wasson is a volunteer at the Boys and Girls Club of the
Peninsula, where she facilitates "Money Matters," a
financial literacy training program for teens. Ms. Wasson
resides in Sausalito.
Program Details
What:
"The
Spirit Within: Prospering In Challenging Times"
When:
Tuesday,
February 24th, from 5:30 PM - 7:30 PM
Where:
KPMG Conference Center, 55 2nd Street, San Francisco
Return to: FWA, P.O. Box 26143, San Francisco, CA 94126
or fax (415) 586-6606
For any questions regarding the above program call (415) 586-8599 or email
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