Adam Ormsbee

Adam Ormsbee is an experienced professional with a strong background in operations, client reporting, and customer service. Currently serving as Operations Team Lead at Bank of America since December 2022, Adam previously held roles at Rockefeller Capital Management as a Client Reporting Analyst and at Bank of America as an Assistant Vice President in Merrill Lynch Performance Reporting. Adam's career also includes experience as an Enterprise Relationship Consultant at Merrill Edge, a Claims Examiner at Liberty Mutual, and various customer service positions. Adam holds a Bachelor of Science in Finance from the University of Florida, earned between 2011 and 2015.