Bank of America
Holly O’Neill is the president of Retail Banking, one of the eight lines of business for Bank of America, and is a member of the company’s executive management team.
In this role, O’Neill is responsible for serving 66 million U.S. consumer and small business clients with a full range of financial products and services through award-winning digital banking capabilities and an unmatched retail banking network. O’Neill also oversees the Community Bank and client experience across the Consumer, Wealth Management and Small Business segments.
O’Neill most recently served as Chief Client Care Executive and Head of Consumer, Small Business & Wealth Management Client Care, providing financial solutions to more than 66 million clients each year. She was also responsible for leading Client Experience across the Consumer and Small Business segments.
Previously, O’Neill served as Chief Operating Officer (COO) for U.S. Trust, Bank of America Private Wealth Management, overseeing strategic initiatives, business management, risk infrastructure and control, enterprise partnerships, and sales and service effectiveness. Holly also served as the COO for Merrill Lynch Wealth Management’s Private Banking and Investment Group.
She joined Bank of America in 1996 in the Corporate and Investment Bank, where she spent six years working in various roles including COO of Corporate Banking Group, and earlier as a corporate banker and credit analyst.
O’Neill is active in enterprise-wide efforts as an Executive Sponsor leading awareness and inclusion strategies for the LGBT+ community, individuals with disabilities and women.
She received a Bachelor of Science in business from the University of New Hampshire.
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Bank of America
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Bank of America is one of the world’s largest financial institutions. Bank of America counts individuals, small and medium businesses, global corporations, and governments among its customers. Within the US, it serves approximately 56 million consumers and small businesses. Globally, it is recognized as a leader in wealth management, corporate and investment banking, and trading. Bank of America has eight business segments serving people, companies, and institutions. The bank has four business lines serving people: Retail, Preferred, Merrill Lynch Wealth Management, and Bank of America Private Bank. Retail offers consumers a suite of products and services through both digital and a large network of brick and mortar branches. Preferred supports clients with up to $250,000 in assets and small businesses with up to $5 million in revenue with cash management, investment solutions. Merrill Lynch Wealth Management serves clients with $250,000 in assets up to ultra high net worth, providing them with unique plans and advice to help each individual achieve their unique financial goals. Bank of America Private Bank provides ultra high net worth clients - those with over $3 million in investable assets - highly personalized, team-based services for investment and wealth management. The bank has three business segments serving companies: Business Banking, Global Commercial Banking, and Global Corporate & Investment Banking. Business Banking serves smaller U.S. companies with annual revenues of $5 million to $50 million through its network of local teams. Global Commercial Banking serves middle-market U.S. companies with revenues in the range of $50 million to $2 billion through a combination of local relationship managers backed by the full capabilities of the bank. These capabilities include treasury, lending, leasing, investment banking, risk management and international subsidiary banking services. The Global Corporate & Investment Banking segment serves clients exceeding $2 billion in revenues and government agencies across 38 countries. The bank provides treasury services, lending, leasing, advisory, and debt and equity underwriting solutions for these clients. For institutions, Bank of America’s Global Markets serves clients such as hedge funds, asset managers, pensions and other financial institutions. BofA provides global sales and trading services to these institutional clients across fixed income, credit, currencies, commodities and equities.