Her Story
About Maggie
I started in banking while pursuing biochemistry, drawn to the sales atmosphere at Bank of America, and shifted my focus to private banking. Over the years at Wells Fargo, Union Bank, Morgan Stanley, and now City National, I've built expertise in lending and wealth management. Getting licensed and moving into private banking was a key achievement, and I enjoy client outreach, business development, and mentoring my team. I see the current generational wealth transfer as a major opportunity in the field.
Her Interview
Ten minutes with Maggie
01What do you attribute your success to?
I attribute my success to my team, always having good mentors, having good managers, good company cultures wherever I've worked, and strong partnerships.
02What advice would you give to young women entering your industry?
Don't shy away from mentorship. Always look to learn. And always be proactive.
03What are the biggest challenges or opportunities in your field right now?
The biggest challenges are economics and world trends, requiring nimbleness and clear communication with clients. The biggest opportunity is the generational wealth transfer of about $120 trillion in assets over the next decades, especially the next decade, creating demand for holistic financial guidance.
04What values are most important to you in your work and personal life?
Honesty, taking credibility for things, emotional intelligence, character, vision, integrity, and accountability are most important to me.
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