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Sallie Krawcheck Profile

Sallie L. Krawcheck has grown and rescued a number of troubled financial services businesses by eliminating Wall Street conflicts of interests and making it a priority to re-focus on client needs and customer service. She is currently an industry commentator and “twit-lebrity” focusing on her passions: regulatory reform, the analysis of big banks and women in business. She is also a key advisor to many successful start-ups in various industries.

Of few of Ms. Krawcheck’s successes include:

• Merrill Lynch: increasing profitability and Financial Advisor headcount. Integrating and launching the innovative MerrillEdge, Merrill Lynch’s on-line offering.

• Bank of America: stabilizing US Trust and gaining market share in their wealth management businesses.

• Citi: Separating research from investment banking and restoring the business’ reputation and profitability in the wake of the Wall Street research scandal.

• Sanford Bernstein: Substantially growing research business by exiting the investment banking business and producing what is broadly agreed to be the highest quality research on Wall Street.

Ms. Krawcheck has been one of the only senior Wall Street executives to have reimbursed individual investor clients for a portion of losses incurred due to poorly performing products sold by Citi and at Bank of America during the financial downturn.

Ms. Krawcheck is past president of Global Wealth & Investment Management for Bank of America, the largest wealth management business in the world during her tenure, with $17 billion in revenue and $2.2 trillion in client balances. This business provides comprehensive wealth management services to clients across the range of wealth globally. It also provides retirement and benefit plan services, philanthropic management and asset management services to individuals and institutions. Its operating businesses include Merrill Lynch and US Trust.

Prior to joining Bank of America, Ms. Krawcheck was the chief executive officer and chairman for Citi Global Wealth Management, responsible for the Citi Private Bank, Citi Smith Barney and Citi Investment Research. During her time at Citi, she was also a member of the senior leadership committee and executive committee.

Ms. Krawcheck joined Citi in October 2002 as chairman and chief executive officer of Smith Barney, where she oversaw the global management of the Smith Barney and Citi Investment Research businesses. In 2004, she was appointed chief financial officer for Citigroup. In this role she was responsible for a number of asset dispositions, including the sales of Travelers P&C and Citi Asset Management.

Prior to joining Citi, Ms. Krawcheck was chairman and chief executive officer of Sanford C. Bernstein & Company. She began her career as a research analyst, covering the financial services industry, a role in which she was consistently ranked first in her field by “Institutional Investor.”

During the Wall Street research scandals, Fortune Magazine called Ms. Krawcheck “The Last Honest Analyst” and noted that hers was the most influential voice for research quality and integrity. She has been consistently listed as one of Forbes’ and Fortune’s “Most Powerful Women” in business and U.S. Banker’s top “Woman to Watch”. She is a past recipient of CNBC′s “Business Leader of the Future Award,” was one of Time magazine’s “Global Business Influentials,” Fortune’s “Most Influential Person Under the Age of 40” and an “Institutional Investor” top CFO in financial services. She was recognized by the World Economic Forum as a Young Global Leaders.

A native of Charleston, South Carolina, Ms. Krawcheck attended the University of North Carolina at Chapel Hill on the Morehead Scholarship and graduated in 1987 with highest honors in Journalism and Political Science. She also received the Presidential Scholarship. In 1992, she received a Master of Business Administration from Columbia University.

An active participant in the affairs of her alma maters, Ms. Krawcheck has endowed her former secondary school, The Porter Gaud School, with the Krawcheck Scholarship, a needs-based scholarship awarding full tuition to students of exceptional aptitude. She is on the Board of Motif Investing and an Advisor to Care.com and Gold Bullion International. She is a member of the Bretton Woods Committee, on the board of Carnegie Hall, on the investment committee for The University of North Carolina and a member of the board of overseers of Columbia University Business School. Ms. Krawcheck is a past member of the Board of Directors of Dell Inc, Blackrock and the NY Economic Club.

Sallie Krawcheck Speaking Videos

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Sallie Krawcheck's Speech Descriptions

Ms. Krawcheck has been described at “the most power woman on Wall Street.” During her keynote presentations, she will illuminate audiences on how to successfully navigate the financial services and wealth management industry’s ever changing landscape. She also offers insights into leadership learned from working at seven financial services CEO’s through good and challenging times.

In addition to her financial industry speeches, Ms. Krawcheck offers an inspiring, humorous and compelling, in the trenches, talk on women in business and what works.

Insights on How to Navigate the Financial Services Industry Safely and Come Out Ahead....From "The Most Powerful Woman on Wall Street"

One of the most important issues facing the US is the savings and wealth of individuals. Offering insights gleaned from two decades on Wall Street, and running two of the largest wealth management businesses in the world, Sallie Krawcheck offers an insider perspective into what works and what doesn’t in investing, saving and navigating Wall Street. In this talk, she points to conventional wisdom that no longer works, continuing areas of risk in the industry and a path forward for the industry and for navigating the industry.


The Outsider Inside: The “Last Honest Analyst” on The Future of Wealth Management

The wealth management business is the subject of much commentary by industry pundits….a good portion of it wrong. The business is in many ways stronger than conventional wisdom would have it – but faces some significant obstacles and headwinds that if not addressed will have a meaningful impact on the business (as well as its cousins, the asset management and research businesses). Having run two of the largest wealth management businesses in the world, Ms Krawcheck offers insider insights, many counter-intuitive, into the business that financial services professionals will find useful as they participate in, partner with or serve that business.


The Outsider Inside: The “Last Honest Analyst” on The Future of Financial Services

As a top-ranked research analyst, a Chief Financial Officer and senior manager in financial services over the past 20 years, Sallie Krawcheck has an unmatched perspective on the financial services industry. It is an industry whose future is uncertain, given stepped-up regulation, populist anger, a unfavorable operating environment and the increasing importance of technology. Unraveling the secular from the merely cyclical is challenging but crucial, both for the industry, as well as for the broader economy. Ms. Krawcheck does so, with an insider’s knowledge and an analyst’s perspective.

Leadership Lessons Learned from Working for 7 (Yes, 7) Financial Services CEOs in the Best and Toughest of Times

Ms. Krawcheck has been on the front lines of financial services for the past two-plus decades. During that time, she has led and managed complex businesses through some of the most volatile markets in history. At the same time she has had a front-row seat in working directly for 7 financial services CEOs, at all points in their career spectra, gleaning important insights into leadership during crisis on what works and what fails. Offering sharp insight, laced with humor, Ms Krawcheck lays out the most important lessons in leadership, and particularly in leadership under fire.


Women and Money: Insights from the “Most Powerful Woman on Wall Street”

The US is in the midst of a financial planning crisis, and nowhere more so than among women. Women live on average 6 years longer than men, but save just 2/3s as much for retirement. The causes are widespread, from earning less than men at every stage of their careers, to outsourcing financial management to the men in their lives.
This talk can be tailored to women’s groups looking for how to engage on this, or to financial services firms who see this as a business opportunity:
For women’s groups – Ms. Krawcheck brings practical advice and tips, learned both from her business background, as well as from her own personal experience, for women at every stage of their lives.
For businesses – The business opportunity that this presents is significant, but it’s not as easy as putting a pink bow on the checking account. Many firms have failed in the pursuit of women. Ms. Krawcheck offers insights into this important and growing market, which derive from her business as well as her personal experiences.


Lessons for Women in Business—from the Most Senior Woman in the Most Male of Businesses

Ms Krawcheck has been on the front lines of financial services for the past two-plus decades. During that time, she has led and managed complex businesses through some of the most volatile markets in history. At the same time she has had a front-row seat in working directly for 7 financial services CEOs, at all points in their career spectra, gleaning important insights into leadership during crisis on what works and what fails. Offering sharp insight, laced with humor, Ms Krawcheck lays out the most important lessons in leadership, and particularly in leadership under fire.

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