Working in finance is essentially “safeguarding people’s lives and dreams,” according to Gunjan Kedia, Vice Chair of Wealth Management and Investment Services at U.S. Bank.

“The most successful leaders and firms in finance,” Gunjan argues, are those who carry this obligation “close to heart, and never let people become just a statistic.”

U.S. Bank, Gunjan explains, follows this principle through efforts to bring equal access to wealth management and robo-advisory technology in serving clients

In the episode, Gunjan shares her journey in the financial services industry, including her experience as a management consultant at McKinsey, and the values and principles that have contributed to her ascent through the ranks of banking leadership.

She also describes the difficulties in balancing raising a family and keeping a personal life with building a professional career, and emphasizes the importance of honesty and courage in the workplace to navigate difficult situations.

We hope you enjoy the conversation!

Disclaimer: Automated Investor is offered by U.S. Bank affiliate, U.S. Bancorp Investments.

00:00 - Intro

16:32 - US Bank

34:04 - Doing Good in Finance

42:36 - Rapid Fire