Morning Plenary: Perspectives on Leadership Development and Mentorship
Panelist: Ida Liu, Managing Director, Citi Private Bank, North America
Ida Liu is a Managing Director and Senior Private Banker. She focuses on providing strategic advice and tailored solutions to ultra high net worth individuals.
Ida joined Citi from Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Ida launched the Vivienne Tam Dress line, which doubled the company’s revenues, and opened multiple flagship stores in Europe and China. 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). She has advised on many of the world’s largest transactions, including Pfizer’s acquisition of Warner Lambert and China Telecom’s IPO.
Ida has been a featured speaker at many industry events, including the Forte Foundation Wealth Management Seminar, the Goldman Sachs Brokering Change Conference, and the Ernst and Young Corporate Best Practice Conference.
An active member of the community, Ida is an Advisor to the Asia Society’s President’s Circle, the Asia Foundation’s Lotus Circle, Closet Couture, the Women’s Venture Fund, and Wellesley College Alumnae Association. She also sits on the board of directors for Jennifer Muller/The Works.
Ida holds a BA with honors from Wellesley College and a Merrill Lynch Executive MBA from The Wharton School, University of Pennsylvania. She is fluent in Chinese and Spanish and proficient in Italian and Russian.