Joshua Johnson, CFA

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Charlotte, North Carolina, United States

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Timeline
About me
Digital Engagement Executive at Bank of America
Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
  2008 - 2010
  Master of Business Administration (M.B.A.) Concentrations in Marketing & Entrepreneurship
  Activities and Societies: Kenan-Flagler Premier Fellowship, Carolina Entrepreneurial Fellow, President of Christians@Kenan-Flagler
- University of Florida
  1999 - 2003
  Bachelor of Science in Business Administration (B.S.B.A.) Finance Summa Cum Laude
  Activities and Societies: Minor in Economics, Minor in Philosophy, National Merit Scholar, summer study abroad at Oxford
Experience
- Wachovia Corp
  Aug 2003 - May 2008
  Owned net interest income forecast and sensitivity analysis for bank's interest rate derivatives ($100B notional), currency forwards ($10B), and foreign securities ($11B), among other items. Owned forecast, budget, and project analysis of Structured Finance Trust Services ($25M annual revenue). Served as unit's primary financial liaison, reporting to Corporate Trust CFO.
  - AVP, Asset & Liability Management
    Mar 2006 - May 2008
  - Finance Analyst
    Aug 2003 - Mar 2006
- Raymond James Financial Inc.
  Jul 2010 - Jan 2017
  Led interdepartmental efforts on strategic initiatives, managed vendor relationships, solicited feedback from field, and assisted in setting strategic priorities regarding the fee-based advisory business across 6,000 FAs. Assisted Tom James, Chairman of RJF, along with other senior-level executives, on cross-divisional projects of strategic significance to the firm.
  - VP, Strategy & Administration - Asset Management Services
    Jul 2012 - Jan 2017
  - Assistant To The Chairman
    Jul 2010 - Jul 2012
- Bank of America
  Jan 2017 - May 2021
  Ran strategic planning and variety of cross-departmental initiatives at BofA’s Consumer Bank
  - SVP, Business Strategy and Initiatives Executive
    Feb 2021 - May 2021
  - Senior Vice President, Consumer Strategy
    Jan 2017 - Feb 2021
- Wells Fargo
  May 2021 - Sept 2022
  Led the strategy and execution of Wells client digital experiences within Wealth & Investment Management (WIM). Formulated, articulated, and drove the long-term strategic vision of the digital platforms and services that further enable Wells Fargo clients to take the reins to their financial future.
  - Head of WIM Digital
    Jul 2021 - Sept 2022
  - Head of Digital Strategy
    May 2021 - Jul 2021
- Bank of America
  Sept 2022 - now
  Digital Engagement Executive
  Leads digital adoption & engagement for Global Banking (business, commercial, and corporate) as part of the Business Chief Experience Office at Bank of America.
Licenses & Certifications
- Chartered Financial Analyst (CFA)
  CFA Institute