Managing Director, Sr Treasury Sales Mgr, Global Transaction Services
CurrentLead a team of Treasury and Cash management sales professionals for Global Commercial Banking
Feb 2020 - Present
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Simon Lloyd Email & Phone Number
Managing Director, Sr Treasury Sales Mgr, Global Transaction Services at Bank of America
at
Bank of America
1 work email found
@bankofamerica.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Sr Treasury Sales Mgr, Global Transaction Services at Bank of America
Location
Hingham, Massachusetts, United States
Who is Simon Lloyd? Overview
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Quick answer
Simon Lloyd is listed as Managing Director, Sr Treasury Sales Mgr, Global Transaction Services at Bank of America at Bank of America, based in Hingham, Massachusetts, United States. AeroLeads shows a work email signal at bankofamerica.com and a matched LinkedIn profile for Simon Lloyd.
Simon Lloyd previously worked as Managing Director, Sr Treasury Sales Mgr, Global Transaction Services at Bank Of America and SVP, Treasury Solutions Manager, Global Transaction Services at Bank Of America. Simon Lloyd holds Mba, Corporate Finance from Boston College Carroll School Of Management.
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Email format at Bank of America
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{first}.{last}@bankofamerica.com
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AeroLeads found 1 current-domain work email signal for Simon Lloyd. Compare company email patterns before reaching out.
Profile bio
About Simon Lloyd
Simon Lloyd is a Managing Director, Sr Treasury Sales Mgr, Global Transaction Services at Bank of America at Bank of America. He possess expertise in financial modeling, financial analysis, portfolio management, valuation, strategy and 13 more skills. Colleagues describe him as "Simon has an in depth understanding of complex business situations and has the ability to provide strategic/tactical recommendations. Simon has provided me critical feedback and analysis for multiple projects over the last 10 years." and "Simon's work at GlassHouse and StorageNetworks was always exceptional - professional, well-considered, and never requiring a bit of editing or management. He was well-liked by customers and co-workers alike."
Listed skills include Financial Modeling, Financial Analysis, Portfolio Management, Valuation, and 14 others.
Current workplace
Simon Lloyd's current company
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10 roles · 28 years
Simon Lloyd work experience
A career timeline built from the work history available for this profile.
Svp, Treasury Solutions Manager, Global Transaction Services
Dec 2017 - Jan 2020
Svp, Treasury Sales Officer, Global Commercial Banking
Responsible for delivery of integrated treasury solutions to middle market clients with a focus on the technology sector. Leverage product partners throughout the US, EMEA and AsiaPac to consult to provide the product expertise and consultation necessary to deliver a true global solution and platform.
Feb 2013 - Dec 2017
Vp, Client Manager, Commerical Business Banking
Direct relationship management for client portfolio, general industries with a focus on mid-stage technology firms, professional services, and asset management firms.Origination and sales of credit products for clients and prospects; coordinate and lead product teams to deliver across commercial lines (Treasury, FX, Global Liquidity, Merchant, Card, SBA.
2010 - 2013
~3 yrs
Vp, Treasury Sales Officer, Commercial Banking
Treasury Management sales and solutions for the middle market; business development of liquidity solutions for asset management and financial institutions in CT/NY market; developed RFP and RFI responses, lead middle market client team for solution structure and pricing; generated $4B of incremental on balance sheet liquidity.Direct client portfolio.
2006 - 2010
~4 yrs
Analyst, Mid Cap Corporate Banking Media / Telecommunications
Underwriting, industry research and analysis of portfolio companies, CARs, valuation and financial modeling.Recruited to GCIB MBA Leadership program; rotations across treasury sales, treasury product and corporate banking business units. Treasury Solutions and Credit training.
2006 - 2006
Prime Brokerage Associate
Recruited as member of Financial Management Associate summer program; exposure across the firm to the management of market, credit and liquidity risk.Capital introduction for prime brokerage business development focused on hedge fund clients; developed analysis of client asset allocation strategies, risk profile of underlying fund assets.
Jan 2005 - Dec 2005
Senior Strategy Consultant
Founding employee, IPO filing 2012.Venture backed consulting firm focused on data storage technology, financial modeling and analysis for clients evaluating IT investments.National and international business development and large corporate sales; delivered strategy consulting solutions for complex IT infrastructures. Developed financial modeling and.
2002 - 2004
~2 yrs
Senior Sales Engineer
Early stage funding to IPO with $300MM capital raise.Delivered financial modeling and sales engineering support for venture software product and data storage strategy service offerings.Direct sales to Fortune 500 accounts at technical, management and executive levels.
2000 - 2002
~2 yrs
Financial Systems Analyst And Development
Recruited to Fidelity’s FMRCo Systems Analyst program; Series 63 training.Analyzed and developed market intelligence from proprietary market data systems, software development (VB) for critical portfolio management applications.Large scale data storage management for core mutual fund management line of business.
1998 - 2000
~2 yrs
3 education records
Simon Lloyd education
Mba, Corporate Finance
Boston College Carroll School Of Management
Bs, Accounting And Mis
Babson College
Education record
Saint Andrews School
FAQ
Frequently asked questions about Simon Lloyd
Quick answers generated from the profile data available on this page.
What company does Simon Lloyd work for?
Simon Lloyd works for Bank of America.
What is Simon Lloyd's role at Bank of America?
Simon Lloyd is listed as Managing Director, Sr Treasury Sales Mgr, Global Transaction Services at Bank of America at Bank of America.
What is Simon Lloyd's email address?
AeroLeads has found 1 work email signal at @bankofamerica.com for Simon Lloyd at Bank of America.
Where is Simon Lloyd based?
Simon Lloyd is based in Hingham, Massachusetts, United States while working with Bank of America.
What companies has Simon Lloyd worked for?
Simon Lloyd has worked for Bank Of America, Jpmorgan Chase / Bear Stearns, Glasshouse Technologies, Storagenetworks, and Fidelity Investments.
How can I contact Simon Lloyd?
You can use AeroLeads to view verified contact signals for Simon Lloyd at Bank of America, including work email, phone, and LinkedIn data when available.
What schools did Simon Lloyd attend?
Simon Lloyd holds Mba, Corporate Finance from Boston College Carroll School Of Management.
What skills is Simon Lloyd known for?
Simon Lloyd is listed with skills including Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Strategy, Finance, Management, and Analysis.
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