Joli Richards

Joli Richards, CTP, is a seasoned finance professional with extensive experience in treasury sales and cash management. Currently serving as Director, Treasury Sales Officer for Global Transaction Services at Bank of America since June 2022, Joli has previously held senior roles at HSBC, including Senior Sales Manager and Senior Account Manager in Payments & Cash Management from October 2014 to May 2022. Additional experience includes a position as Senior Associate in Treasury Management Sales at Capital One and various roles at Morgan Stanley Investment Management, focusing on institutional sales and cash management. Joli began the career at SMBC Capital Markets as an intern in Credit Risk Management and holds a BBA in Finance & Economics from Baruch College, completed in 2007.