Daniel Holtzman

About

Strategy, CFO, and product management executive with strong leadership and operating experience across Bank of America. Currently lead operational excellence teams on large-scale transformations across Global Markets, Wealth Management, and Global Real Estate. I have held senior-level positions across Bank of America including: • CFO: Merrill Lynch Wealth Management, Institutional Retirement, and U.S. Trust • Corporate and divisional strategy: Enterprise Operational Excellence, Consumer Bank, Global Wealth Management • Product Management: Institutional Retirement Group at Merrill Lynch Prior to Bank of America, I was a management consultant in McKinsey’s New York financial services practice

Experience

• Bank of America (New York City Metropolitan Area)
  • Managing Director
    Sep 2019 - Present · 6 yrs 10 mos

    Global strategic enablement and operational excellence

  • Managing Director and Head of Consumer Banking Strategy
    May 2017 - Sep 2019 · 2 yrs 5 mos

    Consumer and Small Business Bank (CSBB)

• Bank of America Merrill Lynch (7 yrs 3 mos)
  • Managing Director - Banking products
    Jan 2016 - Apr 2017 · 1 yr 4 mos

    Merrill Lynch Wealth Management Bank of America

  • Head of Institutional Retirement Product Management
    Aug 2014 - Jan 2016 · 1 yr 6 mos

    Merrill Lynch Wealth Management Bank of America

  • Chief Financial Officer - Global Wealth and Retirement Solutions
    Feb 2010 - Jul 2014 · 4 yrs 6 mos

    Merrill Lynch Wealth Management Bank of America

• CFO for Investments and Trust divisions, and head of Analytics at U.S. Trust
  Jan 2004 - Feb 2010 · 6 yrs 2 mos

  Bank of America

• Consultant at McKinsey & Company
  Jan 2000 - Jan 2004 · 4 yrs 1 mo

• Consultant at Mitchell Madison Group
  Jan 1996 - Dec 1999 · 4 yrs