Holly O’Neill

Chief Client Care Executive & Head of Consumer Client Services
Bank of America

Holly O’Neill is the Chief Client Care Executive and leads Consumer Client Services for Consumer & Small Business at Bank of America. Her team provides financial solutions to more than 65 million clients each year, with a focus on delivering exceptional and distinctive client care with each interaction.

She previously served as Chief Operating Officer 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. 

Prior to her role as COO for U.S. Trust, she held a variety of positions in Global Wealth & Investment Management, including COO for the Merrill Lynch Wealth Management® Private Banking and Investment Group and Sales Performance executive for Global Wealth & Investment Management, where she focused on developing the Client Management Process for the division’s distribution channels and managing the enterprise Partnerships for Growth program.

Holly joined Bank of America in 1996 as a credit analyst trainee. She spent six years working in various roles in the Corporate and Investment Bank, including corporate banker, covering a portfolio of insurance and asset management clients, and as COO of Corporate Banking Group.

She is currently the co-executive sponsor of the Massachusetts Lesbian, Gay, Bisexual and Transgender Pride Employee Network and has also served as the co-executive sponsor for the Virtual Leadership, Education, Advocacy and Development for Woman organization.

Holly received a Bachelor of Science in business from the University of New Hampshire. Holly lives in Marblehead, Massachusetts, with her husband and three children. 

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Bank of America   

Session

Building the Next Generation Digital Teams: Agile, High Performing and Hybrid?

A classic set of cultural, budgetary and priority conflicts have long existed between the marketing and IT departments. As the CMO has taken on more ownership of customer facing digital experiences, new forms of digital teams have emerged. This lively discussion will examine perspectives on how to design the modern digital experience team, including perspectives from The New York Times, National Bank of Canada, Comcast and Bank of America who are all undertaking significant digital and digital transformation initiatives.

Tuesday, November 13, 2018

13:00 to 13:45

Leadership, Teams & Transformation

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