Liz Thomas is SoFi’s Head of Investment Strategy, responsible for providing economic and market insights to a variety of audiences. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management where she formulated and delivered views on macroeconomic themes and their effects on capital markets. Earlier in her career, she was a portfolio analyst at Baird and a research analyst at BMO Global Asset Management. Liz holds a BBA in Finance and Marketing from the University of Wisconsin-Milwaukee and an MBA from Marquette University. She is a CFA Charterholder, and member of the CFA Institute and CFA Society of New York. Liz is passionate about educating others on markets and investing in order to help people feel empowered to take a more active role in their financial futures.

Debopama (“Debo”) Sen is the Head of Payments in the Treasury and Trade Solutions (TTS) business within Citi Services. Debo is responsible for driving the business strategy, execution, growth and risk management of payments solutions across corporate, e-commerce, public sector, financial institution and commercial banking clients. She is based in New York.

Debo has worked at Citi for 29 years and has held a variety of roles in both the TTS and Securities Services businesses. Before moving to NY, she was based in Singapore and managed the TTS business across Singapore, Indonesia, Malaysia, the Philippines, Thailand and Vietnam. She also served as the India Cluster Head for TTS and as Business Head for the Securities and Fund Services business, India. She started her career as a Management Associate.

Debo’s industry leadership extends beyond the bank, with board membership and participation in several industry organizations, including SWIFT, Digitalization Standing Committee of ABS Singapore, Women in Payments ASEAN, and the National Payments Corporation of India. She is also very passionate about community initiatives, currently serving on the Board of Grameen Foundation of India (GFI) as well as Grameen Foundation USA.

Debo holds a master’s degree in management from University of Mumbai and a bachelor’s degree in mathematics from St. Stephen’s College, University of Delhi. She is a mother of two and resides in New York, NY.

Solita Marcelli is Global Head of Investment Management for UBS GWM. In this capacity, she leads an organization dedicated to delivering world-class investment solutions tailored to client needs across the Americas, APAC, EMEA, and Switzerland. Solita oversees the full suite of discretionary, advisory, and investment fund offerings globally—which account for over USD 2 trillion in client assets.

Previously, Solita served as Chief Investment Officer Americas for UBS Global Wealth Management, where most recently she led both the CIO Research and Investment Solutions businesses in the region. Prior to UBS, Solita was the Global Head of Fixed Income, Currencies, and Commodities (FICC) for Wealth Management at J.P. Morgan.

Solita is widely recognized as a thought leader in the industry and is featured frequently in the financial media. In 2024 and 2025, she was recognized as one of the 100 most influential women in US Finance by Barron’s. Outside of UBS, she currently serves on the Board of the UJA Federation of New York and was the 2022 recipient of UJA’s Alan C. Greenberg Leadership Award. She is a fellow of the 2018 Class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network.

Solita holds an MBA from the Stern School of Business at New York University and a BA in Economics and History from Brandeis University. Solita grew up in Istanbul, Turkey and now resides in New York City with her husband and daughter.

Wealth and Institutional Client Services

Collaboration among the employees in both the institutional client services and wealth business at Wilmington Trust helped boost revenue during the past three years.

Led by Jennifer Warren, who serves as the head of Wilmington Trust, the teamwork resulted in over $2 billion in revenue expansion—71% more than in the three previous years— for the institutional client services division, which provides trust, custody and agency services, and investment plans.

The “transformative growth” is the result of Wilmington Trust’s two core business segments, which are led by Abigail Mrozinski, head of global capital markets and Lisa Roberts, head of wealth, who are working side by side, Warren said.

Cross-Functional Payments

U.S. Bank wants to make it as easy as possible for small businesses to bank with them, especially those that are just getting started.

That’s the thinking behind the Minneapolis-based bank’s Business Essentials, a bundled suite of banking and payment services it launched in April following more than a year of development by a cross-functional team from the bank’s business banking, branch and small business banking, payments, sales and technology teams.

Community Lending Division

Team members think of Hanmi Financial Corp.’s Small Business Administration lending unit as small but mighty.

Led by executive vice president and chief SBA lending officer Anna Chung, the unit oversees Los Angeles-based Hanmi’s Small Business Administration lending operation, a longstanding component of the $7.8 billion-asset company’s business model. Hanmi began making 7(a) loans in 1988.

Hanmi’s commitment to SBA lending has grown as the company has gotten bigger. Now, the bank’s SBA program is poised to make its biggest leap yet, a nationwide expansion program that’s gathering steam and appears set to further accelerate in 2026.

Workplace, Employee and Family Banking

Building a successful team needs to start with people who have the right expertise and mindset, said Mary Hines Droesch, a member of Bank of America’s regional banking team.

The best team members “can see possibilities and not get stuck on: ‘Oh, we’ve tried that before,’ or ‘We’ll never get the funding for it,’ or all the why-we-shouldn’t-do-somethings,” said Droesch, who is BofA’s head of product for consumer, business, wealth management banking and lending.

One Ally, Digital Product and Experience

The all-digital Ally Bank depends on its website and mobile app to bring in and retain its customers. Recently, in the culmination of a multiyear project known as One Ally, the bank’s online platforms just got a major overhaul.

“The thematic push for One Ally was to bring our auto and banking platform experiences together from a consumer lens,” Carrie Sumlin, Ally’s executive director of Digital Product and Experience, told American Banker. “We used to have one for auto lending and one for banking. Now we have one for both.”