10 Bank of America finance leaders
Bank of America finance is split here by business line and by geography, with CFO titles for Merrill Wealth Management and The Private Bank, Global Technology & Operations, Global Repo Financing and Futures & Options, EMEA Credit & Special Situations, South East Asia and Merrill Lynch South Africa. Nine of the ten are current CFOs of a business, function or entity, useful for a finance team deciding how to organize planning, forecasting and reporting by business or by region.
Professionals to explore
Amit Joglekar
LinkedInExperience: CFO - Global Repo Financing and Futures & Options · Bank of America
Markets FP&A and trading-business finance are the topics for Amit Joglekar, CFO - Global Repo Financing and Futures & Options at Bank of America since October 2023, after CFO - Global Mortages and Securitized Products (2022–2023) there. Joglekar was also Head of Global Markets Financial Planning Analysis (2018–2022), VP - Global Mortgages and Securitized Products Group (2009–2018) and VP - Business Finance at Bank of America Merrill Lynch (2005–2009).
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Anand Jain
LinkedInExperience: CFO South East Asia · Bank of America Merrill Lynch
Based in Singapore, Anand Jain has been CFO South East Asia at Bank of America Merrill Lynch since May 2024, after Director, Financial Controller there (2019–2024). Jain also held Vice President Finance at Bank of America Merrill Lynch (2012–2015 and 2015–2019) and was a Senior Financial Analyst at Bank of America (2007–2012), so controllership and regional CFO questions both fit.
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April Francois
LinkedInExperience: Managing Director · Bank of America
April Francois was Regional Banking and Wealth Management CFO (2022–2023) and Consumer, Small Business and Wealth Management CFO (2020–2022) at Bank of America, and has held Chief Risk Officer- CFO Group, Head of Financial Risk Management there since October 2024. Francois was also Global Strategic Planning Executive (2023–2024) and has been a Managing Director at Bank of America since 2015, a fit for questions where consumer finance and financial risk meet.
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Kathryn Parks
LinkedInExperience: Division Chief Financial Officer · Bank of America
As Division Chief Financial Officer at Bank of America since April 2023, Kathryn Parks is CFO for Retail, Preferred, Business and Commercial Banking and says the work covers strategic planning plus business forecasting and reporting. Other Bank of America titles were Group General Audit Executive (2018–2023), Enterprise Credit Review Executive (2017–2018) and Finance Executive (2011–2014 and 2014–2017), which adds an audit and credit review angle to planning questions.
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Kristin Mabe
LinkedInExperience: Director Global Payments Solutions CFO · Bank of America
Kristin Mabe has been Director Global Payments Solutions CFO at Bank of America since October 2024. Mabe's other Bank of America titles are Director, Finance Manager (2017–2020 and 2020–2024), Senior Financial Analyst (2015–2017) and Balance Sheet Management Associate (2012–2015), a fit for questions on business-line finance for a bank's payments products.
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Matthew Parkes
LinkedInExperience: CFO EMEA Credit & Special Situations · Bank of America
Since August 2025 Matthew Parkes has been CFO EMEA Credit & Special Situations at Bank of America. Parkes also held 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) there, and mentions building high performing finance teams, which suits questions on staffing a regional markets finance function.
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Milton Prime
LinkedInExperience: CFO, Global Technology & Operations · Bank of America
CFO, Global Technology & Operations at Bank of America since July 2020, Milton Prime is the person to ask about finance for a bank's technology and operations spend. Prime's other Bank of America titles were SVP, Global Tech and Ops -- Enterprise Shared Services (2016–2020), SVP, Senior Audit Director (2015–2016) and SVP, Audit Director (2012–2015), and Prime was SVP, Business Transformation at PHH Mortgage (2009–2012).
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Sara Mooney
LinkedInExperience: Chief Financial Officer · Bank of America
Legal-entity control and reporting for securities entities is the fit for Sara Mooney, Chief Financial Officer at Bank of America since September 2025, a CFO role covering Merrill Lynch, Pierce, Fenner & Smith, BofA Securities, and BofA Securities Prime. Mooney has also held Director, Legal Entity Controller Manager at Bank of America since 2022, and was Senior Manager (2021–2022) and Manager (2018–2021) at EY.
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Thanusha Moodley CA(SA)
LinkedInExperience: Chief Financial Officer · Bank of America Merrill Lynch (Merrill Lynch South Africa)
Thanusha Moodley CA(SA) has been Chief Financial Officer of Bank of America Merrill Lynch (Merrill Lynch South Africa) since April 2024, after Vice President Finance (2021–2024) and Assistant Vice President of Finance (2018–2021) at Bank of America Merrill Lynch. Moodley was a Group Internal Auditor - Model Risk at Nedbank (2017–2018), useful for questions on running finance for a country entity.
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Choose the right perspective
For markets businesses, Amit Joglekar (repo, futures and options) and Matthew Parkes (EMEA credit) are the closest match; Naveen Agarwal and Kathryn Parks cover wealth management and retail and commercial banking. Regional entity questions suit Thanusha Moodley (South Africa) or Anand Jain (South East Asia), while Milton Prime and Kristin Mabe cover technology and operations and payments, and April Francois now holds a risk role inside the CFO Group.
Questions to take into the conversation
- 01How does a Bank of America business-line CFO split the annual plan between the line of business and the legal entities it books through?
- 02What changes in forecasting and variance reporting when you move from a wealth management CFO seat to a markets one?
- 03How does a regional CFO in EMEA, South Africa or South East Asia reconcile group reporting with local entity requirements?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.