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May 18-20, 2022
Hilton San Francisco Union SquareSan Francisco, CA

Wendy Cai-Lee
Founder & CEO at Piermont Bank


Wendy Cai-Lee is the Founder and Chief Executive Officer of Piermont Bank, a digital commercial bank that provides an unprecedent banking experience blending the best of banking and agile startups.

As a successful entrepreneur and executive, Wendy has over 25 years of management and business-building experience in commercial and consumer banking, mergers & acquisitions, and cross-border investment advisory services at Fortune 500 financial organizations as well as start-up companies.

Prior to spearheading the formation of Piermont Bank, she was an Executive Vice President at East West Bank, responsible for its Commercial and Consumer Businesses in the U.S. Prior to East West, Wendy was a Managing Director at Deloitte LLP, where she managed its U.S./China cross-border M&A business. She started her banking career with JP Morgan Chase and held various management positions at both Chase and Citi.

Wendy is a member of New York State Committee for the Advancement of Women in Leadership in Financial Services and leads the FinTech Task Force for the Committee. She is also a member of the New York State Charter Advisory Board. In addition, Wendy is an Emeritus member of the Board of Trustees of Friends of UNFPA (the United Nations Population Fund). She also serves on the Dean’s Advisory Board at Douglass College.

Wendy is a recipient of numerous industry honors, including “50 Most Important People in Commercial Real Estate Finance” by the Mortgage Observer in 2015 and frequently invited to speak at industry forums and media programs including CNBC. Wendy received a bachelor’s degree in economics from Rutgers University.

Agenda Sessions

  • Power Panel: Achieving Digital Acceleration – What Do Incumbents Need To Do? What Does It Take To Be A Change Maker?