Bank of America
Jim O'Neil is currently the head of corporate and investment banking for Bank of America in Europe, the Middle East and Africa. Prior to this role, they were a derivatives marketer at First Chicago from 1995 to 1997 and a trust and investment management officer at SunTrust from 1990 to 1994. Jim has over 25 years of experience in the financial services industry and is a respected leader in their field.
Jim O'Neil's educational career began at Archbishop Curley-Notre Dame High School, where they studied history. Jim then attended the University of Florida - Warrington College of Business, where they earned a Bachelor of Science in Business Administration with a major in economics and a minor in history. Jim continued their education at Northwestern University - Kellogg School of Management, earning a Master of Business Administration in finance, strategy, and accounting. Finally, they attended the University of Cambridge, where they studied history.
Jim O'Neil reports to Matthew M. Koder, President, Global Corporate & Investment Banking. Jim O'Neil works with Steve Baranoff - Chairman, Global M&A, Faiz Ahmad - Head of Global Transaction Services, and Thomas Sheehan - Co-Head of Global Investment Banking.
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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.