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Good Things Happen Season 2Podcast21 Jun 2022

Good Things Happen, Episode 6: Learning and Leading

Leadership
The pace at which we learn and the skillsets needed to succeed are continually evolving. Along with changing how we work and live, the pandemic also accelerated innovation in how we learn and train others. 

On this episode of “Good Things Happen,” we’re joined by Ida Liu, Global Head of Citi Private Bank, and Cameron Hedrick, Citi's Chief Learning Officer, to discuss a subject near and dear to our hearts: education. In this conversation, Ida and Cameron weigh in on the changing dynamics of education and what it means to learn and lead in today’s world.

 

They will dive into the synchronous relationship between in-person and virtual trainings and the nuances and necessities of both in the financial industry, as well as the growing importance of personal health and diversity in terms of training and supporting the workforce. 

 

The views expressed herein are those of the speakers and do not necessarily reflect the views of Citigroup Global Markets Inc. or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The expressions of opinion are not intended to be a forecast of future events or a guarantee of future results. 

Ida Liu is the Global Head of Citi Private Bank and a member of the Citi Global Wealth Leadership team. Ida leads the Private Banking activities in 50 offices across 18 countries and delivers wealth management solutions to ultra-high net worth families and their businesses globally. Before becoming the Global Head, she was the Head of Citi Private Bank North America and held numerous other leadership roles. Ida created Citi Private Bank’s North America Asian Clients Group, and she started her career at Citi by launching and heading the Fashion, Retail and Entertainment Group. Before joining Citi, Ida was at Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Prior to this, Ida spent seven years in investment banking with Merrill Lynch’s mergers and acquisitions and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn (now Deutsche Bank). Ida has received many industry accolades including Barron’s 10 Most Influential Women in Wealth Management, Barron’s 100 Most Influential Women in U.S. Finance, Crain’s Notable Women on Wall Street and American Banker’s 25 Most Powerful Women in Finance. Additionally, Ida is a Young Global Leader (YGL) of the World Economic Forum, a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO). Ida serves on the UCLA Health Advisory Board as well as the Asia Society Board of Trustees. Ida holds a BA with honors from Wellesley College and an MBA from the Wharton School, University of Pennsylvania. She is fluent in Mandarin Chinese, Spanish and conversant in Russian.
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Cameron started his Citi career in 2003 in Dallas, Texas in the North America Learning & Development Group. In 2006, he went on to lead the Talent and Organization Capability Group for North America Operations and Technology. Throughout the recession, he worked with Citi’s Global HR Reengineering team, focusing on restructuring initiatives in EMEA and Global Learning & Development. In 2010 he moved to New York to lead HR for Citi’s US Retail, Wealth, and Commercial businesses – a post he held until February 2015 when he became the Senior Human Resource Officer for Citi's Global Commercial Bank. Cameron assumed the role of Citi’s Chief Learning Officer in August 2016. Prior to his career at Citi, Cameron held sales, marketing and learning roles at dtech Corporation and Fidelity Investments based in Dallas and Boston respectively. Cameron, his wife, Sloan, and their two daughters reside in Manhattan.
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Citi Private bank

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Citi Global Wealth Investments (“CGWI”) is comprised of the Investments and Capital Markets capabilities of Citi Private Bank, Citi Personal Wealth Management and International Personal Bank U.S.

Citi Private Bank and Citi Personal Wealth Management are businesses of Citigroup Inc. (“Citigroup”), which provide clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. (“CGMI”), member FINRA and SIPC, and Citi Private Advisory, LLC (“Citi Advisory”), member FINRA and SIPC. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. Citi Advisory acts as distributor of certain alternative investment products to clients of Citi Private Bank. Insurance is offered by Citi Personal Wealth Management through Citigroup Life Agency LLC (“CLA”). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, Citi Advisory, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup. Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, Citi Advisory, Citibank, N.A. and other affiliated advisory businesses. These Citigroup affiliates, including Citi Advisory, will be compensated for the respective investment management, advisory, administrative, distribution and placement services they may provide.

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