Banking
10 Bank of America finance leaders
These ten Bank of America finance leaders hold or have held CFO roles for Bank of America businesses, divisions and regional entities, including wealth management, global markets and technology and operations. A reader can learn how finance teams inside a large bank handle planning, forecasting, reporting and partnership with individual lines of business.
Professionals to explore
01—10Amit Joglekar
LinkedInExperience: CFO - Global Repo Financing and Futures & Options · Bank of America
CFO - Global Repo Financing and Futures & Options at Bank of America since October 2023. His other listed Bank of America roles include CFO - Global Mortages and Securitized Products (2022–2023), Head of Global Markets Financial Planning Analysis (2018–2022) and VP - Global Mortgages and Securitized Products Group (2009–2018), and he was VP - Business Finance at Bank of America Merrill Lynch (2005–2009).
Anand Jain
LinkedInExperience: CFO South East Asia · Bank of America Merrill Lynch
CFO South East Asia at Bank of America Merrill Lynch since May 2024, after serving there as Director, Financial Controller (2019–2024) and Vice President Finance (2012–2015 and 2015–2019). He was a Senior Financial Analyst at Bank of America from 2007 to 2012.
April Francois
LinkedInExperience: Regional Banking and Wealth Management CFO · Bank of America
Chief Risk Officer- CFO Group, Head of Financial Risk Management at Bank of America since October 2024, with a Managing Director role at Bank of America listed from 2015. She was Regional Banking and Wealth Management CFO (2022–2023), Consumer, Small Business and Wealth Management CFO (2020–2022) and Global Strategic Planning Executive (2023–2024) at Bank of America.
Kathryn Parks
LinkedInExperience: Division Chief Financial Officer · Bank of America
Division Chief Financial Officer at Bank of America since April 2023; her profile headline describes the role as CFO - Retail, Preferred, Business and Commercial Banking, and she says she drives strategic planning and manages business forecasting and reporting. Her other listed Bank of America roles include Group General Audit Executive (2018–2023), Enterprise Credit Review Executive (2017–2018) and Finance Executive (2011–2014 and 2014–2017).
Kristin Mabe
LinkedInExperience: Director Global Payments Solutions CFO · Bank of America
Director Global Payments Solutions CFO at Bank of America since October 2024. Her other listed Bank of America roles are Director, Finance Manager (2017–2020 and 2020–2024), Senior Financial Analyst (2015–2017) and Balance Sheet Management Associate (2012–2015).
Matthew Parkes
LinkedInExperience: CFO EMEA Credit & Special Situations · Bank of America
CFO EMEA Credit & Special Situations at Bank of America since August 2025. His listed Bank of America roles also include CFO EMEA & APAC Mortgages (2023–2025), Director - CFO EMEA & APAC Mortgages (2024–2025), Co-CFO EMEA Credit (2022–2023) and Vice President EMEA Credit Finance (2020–2022). His profile mentions building high performing finance teams.
Milton Prime
LinkedInExperience: CFO, Global Technology & Operations · Bank of America
CFO, Global Technology & Operations at Bank of America since July 2020. His other listed Bank of America roles are SVP, Global Tech and Ops -- Enterprise Shared Services (2016–2020), SVP, Senior Audit Director (2015–2016) and SVP, Audit Director (2012–2015), and he was SVP, Business Transformation at PHH Mortgage (2009–2012).
Naveen Agarwal
LinkedInExperience: Managing Director, CFO - Merrill Wealth Management and The Private Bank · Bank of America
Managing Director, CFO - Merrill Wealth Management and The Private Bank at Bank of America since May 2026, with a Managing Director, CFO - Merrill Wealth Management role listed from March 2020. He was Managing Director, CFO - Global Commercial Banking & Business Banking (2016–2020) and Managing Director, CFO - Asia Pacific Global Corporate & Investment Banking (2012–2016) at Bank of America.
Sara Mooney
LinkedInExperience: Chief Financial Officer · Bank of America
Chief Financial Officer at Bank of America since September 2025; her profile headline describes the role as CFO of Merrill Lynch, Pierce, Fenner & Smith, BofA Securities and BofA Securities Prime. She is also listed as Director, Legal Entity Controller Manager at Bank of America from 2022, and she was a Senior Manager (2021–2022) and Manager (2018–2021) at EY.
Thanusha Moodley CA(SA)
LinkedInExperience: Chief Financial Officer · Bank of America Merrill Lynch (Merrill Lynch South Africa)
Chief Financial Officer of Bank of America Merrill Lynch (Merrill Lynch South Africa) since April 2024, after serving as Vice President Finance (2021–2024) and Assistant Vice President of Finance (2018–2021) at Bank of America Merrill Lynch. She was a Group Internal Auditor - Model Risk at Nedbank (2017–2018).
Choose the right perspective
Match the person's business line and region to your question, since a wealth management CFO, a markets CFO and a technology and operations CFO face different economics and controls. Check whether the relevant CFO role is current or past before asking about today's practices.
Questions to take into the conversation
- 01How does a business-line CFO at a large bank build the annual plan and forecast, and how often is it revised?
- 02What does a finance team need from business leaders to explain results and variances to senior management?
- 03How do regional or legal-entity CFOs balance group reporting requirements with local regulatory and business needs?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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