Thomas Carter

Thomas Carter Email and Phone Number

SVP, Strategy at Bank of America @ Bank of America
Thomas Carter's Location
Boston, Massachusetts, United States, United States
Thomas Carter's Contact Details
About Thomas Carter

Financial Services Strategy Practitioner.Progressive experience in consulting, internal corporate strategy, chief of staff, and innovation posts across retail financial services (asset management, wealth advisory, retirement services, banking).

Thomas Carter's Current Company Details
Bank of America

Bank Of America

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SVP, Strategy at Bank of America
Thomas Carter Work Experience Details
  • Bank Of America
    Senior Vice President, Retail Client Strategy
    Bank Of America Dec 2021 - Present
    Charlotte, Nc, Us
    New retail client segment / emerging customer development
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  • Bank Of America
    Senior Vice President, Workforce Strategy
    Bank Of America Nov 2021 - Present
    Charlotte, Nc, Us
    Retail Banking workforce strategy & competitive intelligence - nationwide Return to Office logistics, Hybrid work program development
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  • Bank Of America
    Vice President, Business Strategy & Initiatives
    Bank Of America Mar 2018 - Nov 2021
    Charlotte, Nc, Us
    Transformation initiatives across Consumer, Small Business, & Wealth Management servicing, including U.S. Federal Relief PPP Paycheck Protection Program
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  • Merrill Lynch
    Vice President, Innovation Planning & Execution
    Merrill Lynch Mar 2015 - Feb 2018
    New York, Ny, Us
    Incubate and commercialize strategic growth initiatives and manage innovation portfolio as it pertains to client experience, acquisition, and retention for Global Wealth & Investment Management
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  • Bank Of America Merrill Lynch
    Assistant Vice President, Corporate Strategy & Business Development
    Bank Of America Merrill Lynch Jul 2013 - Mar 2015
    Charlotte, Nc, Us
    Internal strategy and business development group for Global Wealth & Investment Management line of business at Bank of America (Merrill Lynch Wealth Management & U.S. Trust)Partner directly with senior management to develop strategic imperatives for the firm. Deliver fact-based recommendations on plans to capture growth opportunities across products and client segments.
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  • Northern Trust Corporation
    Management Consultant
    Northern Trust Corporation Oct 2012 - Jun 2013
    Chicago, Illinois, Us
    Northern Trust Hedge Fund Services TransformationEngagement to overhaul newly acquired hedge fund administration unit that had the task of on-boarding the largest hedge fund client ($AUM) in North America. Designed target operating model, enhanced functionality, platform enhancements to accommodate/process sophisticated global macro strategies.
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  • Accenture
    Analyst - Capital Markets, Wealth & Asset Management
    Accenture May 2010 - Aug 2012
    Dublin 2, Ie
    Business Analyst aligned to Capital Markets PracticeClient engagements include Morgan Stanley (18 months), Wellington Management (3 months), Banco Santander (4 months), Anonymous Global Macro Hedge Fund (2 months)
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Thomas Carter Skills

Strategy Investment Management Due Diligence Strategic Planning Investment Advisory Business Transformation Competitive Analysis Business Strategy Financial Modeling Management Consulting Mergers And Acquisitions Business Analysis Strategic Thinking Financial Analysis Business Modeling Humor Corporate Strategy Formulation Corporate Advisory Market Research Mergers Capital Markets Finance Management Asset Management Storytelling Fun Mentoring

Thomas Carter Education Details

  • University Of New Hampshire
    University Of New Hampshire
    Economics & Entrepreneurship
  • Kennebunk High School
    Kennebunk High School

Frequently Asked Questions about Thomas Carter

What company does Thomas Carter work for?

Thomas Carter works for Bank Of America

What is Thomas Carter's role at the current company?

Thomas Carter's current role is SVP, Strategy at Bank of America.

What is Thomas Carter's email address?

Thomas Carter's email address is th****@****hoo.com

What is Thomas Carter's direct phone number?

Thomas Carter's direct phone number is +121220*****

What schools did Thomas Carter attend?

Thomas Carter attended University Of New Hampshire, Kennebunk High School.

What skills is Thomas Carter known for?

Thomas Carter has skills like Strategy, Investment Management, Due Diligence, Strategic Planning, Investment Advisory, Business Transformation, Competitive Analysis, Business Strategy, Financial Modeling, Management Consulting, Mergers And Acquisitions, Business Analysis.

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