Johnathan So serves as the Head of Corporate Planning & Analytics at Broadridge since June 2023, and previously held multiple leadership roles at American Express from July 2009 to June 2023, including Chief Financial Officer for the Bank Broker-Dealer and Customer Communications segments, as well as various vice president and director positions focused on global merchant services pricing and financial analysis. Prior experience includes internships at Fortress Investment Group, Fairfield Greenwich Group, and UBS. Johnathan So earned a Bachelor of Science degree with concentrations in Finance, Accounting, and International Business from NYU Stern School of Business, graduating in 2009.
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