<p><strong>Department: </strong>Policy Research</p><p><strong>Reports to:</strong> Chief Economist, Head of Policy Research</p><p><strong>Classification: </strong>Exempt/Full-Time</p><h2>&nbsp;</h2><h2>Position Summary</h2><p>This position is responsible for supporting development and coordination of policy advocated by the Financial Services Forum (the “Forum”).&nbsp; The policy analyst provides information and expertise on issues that relate to traditional bank regulatory policy as well as emerging areas expected to grow in importance over the coming years, such as climate (e.g., capital adequacy, disclosure), digital assets (e.g., crypto, CBDC), and artificial intelligence.&nbsp; The policy analyst will also address legislative policy issues that may not have an immediate regulatory implication, such as tax policy.&nbsp;&nbsp; The role also collaborates closely with the Forum’s government affairs and communications functions.</p><h2>Essential Job Functions</h2><ul><li>Engage directly with members on key policy priorities to establish a group position and organize advocacy efforts</li><li>Analyze policy proposals to identify the relevant aspects of policies that are of greatest importance to Forum members</li><li>Identify emerging policy issues that should be of interest to Forum members and raise awareness among Forum staff and members as to their importance</li><li>Engage with regulator staff and other relevant stakeholders to improve our understanding of specific policies and form relationships with these parties</li><li>Engage directly with Forum members to understand their views on specific policy issues</li><li>Collaborate with other trade associations on joint advocacy efforts</li><li>Write summaries and analyses of policy proposals to be circulated with Forum members to provide explanations and analysis to members</li><li>Write summaries and analyses of policy proposals to be circulated to outside stakeholders (e.g., Congressional staff, media) that shed light on issues that are of importance to Forum members</li><li>Contribute to the Forum’s public messaging on key policy issues through writing blog posts and related efforts</li><li>Develop proposals as part of the Forum advocacy process in response to regulatory and legislative proposals</li><li>Other duties as assigned</li></ul><h2>Supervisory Responsibilities</h2><p>This position is not responsible for the management of other staff.</p><h2>Minimum Requirements</h2><ul><li>Bachelor’s degree from an accredited college or university</li><li>Three years of experience with large bank policy analysis, either legislative or regulatory</li><li>Experience at a regulatory agency, in another relevant government role or at a large bank</li></ul><h2>Competencies</h2><ul><li>Ability to be a self-starter and identify opportunities</li><li>Excellent written and oral communication skills</li><li>Keen attention to detail and organizational skills</li><li>Ability to be a flexible and positive team player</li><li>Ability to work under pressure and provide quality deliverables quickly when needed</li><li>Ability to manage multiple projects at a time while adhering to tight deadlines</li><li>Eager to fully support the Forum team and members</li></ul><h2>Work Environment</h2><p>This position is based out of the Forum’s office in Washington, DC, and operates in a professional office environment. Occasional out-of-town travel may be required.</p><p>Persons with mental or physical disabilities as defined by the Americans With Disabilities Act are eligible for this position if they can perform the essential functions of the job after reasonable accommodations are made to their known limitations. If the accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible for this position.</p><p>The Financial Services Forum provides equal employment opportunity to all individuals. We do not discriminate based on race, color, genetic information, religion, creed, national origin, sex (including pregnancy, childbirth, or related medical conditions), age, marital status, citizenship status, personal appearance, sexual orientation, family responsibilities, disability, matriculation, political affiliation of any individual, or any other category protected under applicable federal, state, or local law.</p><p>The above-referenced job description is a guideline designed to present an overview of the position and is not intended to be a comprehensive list of responsibilities and requirements.</p><p>&nbsp;</p><p>Interested candidates must submit a cover letter and resume to&nbsp;<u>scampbell@fsforum.com</u>. No phone calls, please.&nbsp;</p>

Policy Analyst

<p><strong>Organization: </strong>Financial Services Forum</p><p><strong>Position: </strong>Communications Associate &nbsp;</p><p>&nbsp;</p><h3><strong>Summary of the Opportunity</strong></h3><p>The Financial Services Forum seeks a Communications Associate to develop and implement content, messaging, and other communications materials. The incumbent serves as an integral member of the communications team and the position offers an opportunity to contribute to and learn from our seasoned staff in all functions within the Forum.</p><h3>&nbsp;</h3><h3><strong>The Organization</strong></h3><p>The Financial Services Forum is an economic policy and advocacy organization whose members are the chief executive officers of the eight largest and most diversified financial institutions headquartered in the United States. Forum member institutions are a leading source of lending and investment in the United States and serve millions of consumers, businesses, investors, and communities throughout the country. The Forum promotes policies that support savings and investment, financial inclusion, deep and liquid capital markets, a competitive global marketplace, and a sound financial system.</p><h3>&nbsp;</h3><h3><strong>The Role</strong></h3><p>The Communications Associate:</p><ul><li>Coordinates with Forum communications team to assist in writing press releases, statements, OpEds, letters to the editor, information for one-pagers, fact sheets, etc.</li><li>Leads work to track and convey contributions of member firms in areas across the country, including maintaining database and webpage, and developing fact sheets in close coordination with the government relations team</li><li>Assists in managing Forum website, writing and editing website copy</li><li>With oversight of Senior Managers, strategizes and writes copy for the Forum’s newsletter, Twitter, LinkedIn, and other social media channels</li><li>Maintains weekly editorial calendar for all digital products, prioritizing messaging based on current events and priorities in coordination with members of the Forum team</li><li>Maintains monthly calendar of events for use by Forum team to organize workflow and events</li><li>Advises on social media leadership accounts and manages and writes content for Forum CEO’s accounts, if desired, and with approval for all content&nbsp;</li><li>Maintains a depository accessible to Forum employees of comments by regulators, legislators, members of the administration, third-party validators, and others of comments related to Forum objectives; keeps the depository up-to-date by collecting quotes from hearings, speeches, public events, interviews, written work, etc.</li><li>Tracks social media of member firms, relevant trade groups, bank regulatory agencies, Capitol Hill committees, and other social media accounts of interest to the Forum</li><li>Creates quarterly report tracking key Forum communications metrics for dissemination to member communicators</li><li>Serves as backup on social media and website work</li><li>Assists other Forum team members on research, events, planning, media, marketing, and other items as needed</li><li>Monitors hearings, press conferences, and other events</li><li>Acts as a liaison to news alerts contractor to flag events that are of particular interest to help ensure quick delivery of relevant stories&nbsp;</li><li>Manages news subscriptions for Forum staff</li><li>Maintains list of Forum products, including blogs, press releases, letters, and other materials, by topic and for dissemination to members and others</li><li>Regularly reviews Forum products, including website, fact sheets, and other items to flag outdated information and works to update</li><li>Tracks media coverage and contacts</li><li>Other duties as assigned</li></ul><h3>&nbsp;</h3><h3><strong>Qualifications</strong></h3><ul><li>Bachelor’s degree from an accredited college or university</li><li>Prior experience, such as through a job, an internship or similar opportunity, in communications, government, or a related field</li><li>Strong interest in politics and banking</li></ul><h3>&nbsp;</h3><h3><strong>Competencies</strong></h3><ul><li>Exceptional written and oral communication skills</li><li>Excellent attention to detail and organizational skills</li><li>Ability to be a flexible and positive team player</li><li>Ability to work under pressure and adhere to tight deadlines</li><li>Familiarity with Microsoft Office and Google products</li></ul><h1>&nbsp;</h1><h3><strong>Reporting Relationship</strong></h3><p>This position reports to the Chief Communications Officer. The incumbent will not be responsible for managing other staff.&nbsp;</p><h3>&nbsp;</h3><h3><strong>Salary and Location</strong></h3><p>The Forum will offer a competitive hourly wage to the successful candidate.</p><p>This position is based in a professional environment in Washington, D.C., and requires work to be performed within the Forum’s office with an option for part-time remote work.</p><h3>&nbsp;</h3><h3><strong>Equal Employment Opportunity</strong></h3><p>Persons with mental or physical disabilities as defined by the Americans With Disabilities Act are eligible for this position if they can perform the essential functions of the job after reasonable accommodations are made to their known limitations. If the accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible for this position.</p><p>The Financial Services Forum provides equal employment opportunity to all individuals. We do not discriminate based on race, color, genetic information, religion, creed, national origin, sex (including pregnancy, childbirth, or related medical conditions), age, marital status, citizenship status, personal appearance, sexual orientation, family responsibilities, disability, matriculation, political affiliation of any individual, or any other category protected under applicable federal, state, or local law.</p><p>The above-referenced job description is a guideline designed to present an overview of the position and is not intended to be a comprehensive list of responsibilities and requirements.</p><p>&nbsp;</p><p>Interested candidates should submit a cover letter and resume to careers@fsforum.com.&nbsp;<strong>Applications without a cover letter will not be considered.</strong> No phone calls, please.</p>

Communications Associate 

<p><strong>Organization: </strong>Financial Services Forum</p><p><strong>Position: </strong>Manager or Senior Manager, Digital Strategy &nbsp;</p><p>&nbsp;</p><h3><strong>Summary of the Opportunity</strong></h3><p>The Financial Services Forum seeks a Manager or Senior Manager, Digital Strategy, to develop and implement digital and social media strategy, content strategy, and other elements across the Forum’s owned channels. The position importantly also leads design for key products and events and ensures adhesion to the Forum brand in all public-facing materials.</p><p>&nbsp;</p><h3><strong>The Organization</strong></h3><p>The Financial Services Forum is an economic policy and advocacy organization whose members are the chief executive officers of the eight largest and most diversified financial institutions headquartered in the United States. Forum member institutions are a leading source of lending and investment in the United States and serve millions of consumers, businesses, investors, and communities throughout the country. The Forum promotes policies that support savings and investment, financial inclusion, deep and liquid capital markets, a competitive global marketplace, and a sound financial system.</p><p>&nbsp;</p><h3><strong>The Role</strong></h3><h1>&nbsp;</h1><p><u>Digital Marketing</u></p><ul><li>Coordinates with communications team for Forum marketing efforts, ensuring Forum brand adhesion in all public-facing products</li><li>Develops marketing strategy for Forum events in coordination with CCO</li><li>Leads comms team work to promote events, working closely with Forum head of executive management and events</li><li>Leads and develops paid media strategies in coordination with CCO</li><li>Leads development of integrated marketing efforts, in coordination with CCO, and collaborates with outside consultants and Forum staff</li><li>Delivers marketing email content to subscribers and maintains relevant databases</li><li>Directs and strategizes for CEO social media accounts</li></ul><p><u>Content Strategy</u></p><ul><li>Designs, proofs and distributes regular Forum newsletter(s)&nbsp;</li><li>Creates graphics, videos, and other design elements for presentations, reports, content amplification, social media, meeting materials, etc.</li><li>Leads work with outside vendors as needed to deliver advanced design projects on time and within budget</li><li>In collaboration with senior manager for external relations, oversees video creation from concept to final product, working with outside contractors</li><li>Designs, organizes and tracks content for fact sheets, one-pagers and other collateral, including those shared with reporters, on the Hill, and with the public</li><li>Helps prepare PowerPoint and other presentations to ensure they are clearly and professionally designed for delivery to high-level audiences, including members, lawmakers, regulators, members of the media, and other interested parties</li></ul><p><u>Website Management</u></p><ul><li>Manages Forum website, including design and content management system updates</li></ul><p><u>Monitoring, Measurement and Reporting</u></p><ul><li>Monitors member firms’ social media and marketing channels, strategizes on ways to leverage and amplify these channels in Forum work</li><li>Manages SEO, social media analytics, website metrics, e-newsletter metrics, and other tactical measures as necessary.</li><li>Provides regular metrics reporting, implements optimizations, and benchmarks to track growth</li></ul><p><u>Thought Leadership</u></p><ul><li>Keeps up to date on trends in social and other electronic media, including best practices, trends, technologies, and rules</li></ul><p>&nbsp;</p><p>Other duties as assigned</p><p>&nbsp;</p><h3><strong>Qualifications</strong></h3><ul><li>Five years of experience in digital media and design, or a related field</li><li>Bachelor’s degree from an accredited college or university</li><li>Experience with website design, social media strategy, digital analytics, and design of digital and non-digital products</li><li>Experience in Twitter, LinkedIn, YouTube, PowerPoint and other Microsoft Office products</li><li>Experience using InDesign and other Adobe creative products</li><li>Interest in politics and banking</li></ul><p>&nbsp;</p><p>To be considered as a senior manager, applicant will need to show considerable experience in these areas with measurable, successful results. Experience in government and/or the financial services industry would also merit consideration for the senior manager designation.</p><p><strong>&nbsp;</strong></p><h3><strong>Competencies</strong></h3><ul><li>Exceptional written and oral communication skills</li><li>Ability to think creatively and strategically</li><li>Excellent attention to detail and organizational skills</li><li>Ability to be a flexible and positive team player</li><li>&nbsp;Ability to work under pressure and adhere to tight deadlines</li></ul><p>&nbsp;</p><h3><strong>Reporting Relationship</strong></h3><p>This position reports to the Chief Communications Officer. The incumbent will not be responsible for managing other staff.</p><p>&nbsp;</p><h3><strong>Salary and Location</strong></h3><p>The Forum will offer a competitive wage to the successful candidate.</p><p>This position is based in a professional environment in Washington, D.C., and requires work to be performed within the Forum’s office with an option for part-time remote work.</p><p>&nbsp;</p><h3><strong>Equal Employment Opportunity</strong></h3><p>Persons with mental or physical disabilities as defined by the Americans With Disabilities Act are eligible for this position if they can perform the essential functions of the job after reasonable accommodations are made to their known limitations. If the accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible for this position.</p><p>The Financial Services Forum provides equal employment opportunity to all individuals. We do not discriminate based on race, color, genetic information, religion, creed, national origin, sex (including pregnancy, childbirth, or related medical conditions), age, marital status, citizenship status, personal appearance, sexual orientation, family responsibilities, disability, matriculation, political affiliation of any individual, or any other category protected under applicable federal, state, or local law.</p><p>The above-referenced job description is a guideline designed to present an overview of the position and is not intended to be a comprehensive list of responsibilities and requirements.</p><p>&nbsp;</p><p>Interested candidates should submit a cover letter and resume to careers@fsforum.com.&nbsp; <strong>Applications without a cover letter will not be considered.</strong> No phone calls, please.</p>

Manager or Senior Manager, Digital Strategy 

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State Street Corporation

Ron is chairman and chief executive officer of State Street Corporation. He is also a member of State Street Corporation’s Board of Directors.

Ron was previously president and chief operating officer of State Street Corporation, and before that president and chief executive officer of State Street Global Advisors, the investment management arm of State Street Corporation. He joined State Street in 2015.

Prior to State Street, Ron was president of Asset Management & Corporate Services for Fidelity Investments, responsible for all Fidelity asset management organizations and Fidelity’s corporate functions and enterprise technology. He served at Fidelity from 2010 to 2014.

Prior to joining Fidelity, Ron served as president and chief executive officer of BNY Mellon Asset Management in Boston, a position to which he was named in 2007. During this time, he also served as vice chairman of Bank of New York Mellon Corporation and was a member of its Executive Committee. Additionally, Ron oversaw all of Bank of New York Mellon’s activities in Asia. Prior to the 2007 merger of Bank of New York and Mellon, he was vice chairman of Mellon Financial Corporation and president and chief executive officer of Mellon Asset Management. He served at Mellon and Bank of New York Mellon from 1997 to 2010.

Prior to Mellon, Ron was with McKinsey & Company, Inc., from 1986 to 1997 and was elected a partner in 1992. He founded the Investment Management practice worldwide and was co-founder and co-leader of the firm’s North American Personal Financial Services practice. Additionally, he was a member of the Worldwide Property & Casualty Insurance practice. During his tenure with McKinsey, Ron served in the firm’s Boston, New York, and Stockholm offices.

Ron received his Bachelor of Arts degree in political science from Syracuse University in 1980 and his Master of Business Administration from Harvard Business School in 1986.

Ron serves on the boards of Unum Corp. and Rhode Island Commerce Corporation. He also serves on the boards of Beth Israel Lahey Health, The Boston Foundation, IYRS School of Technology and Trades, Syracuse University and WBUR. Ron’s philanthropic and civic interests include corporate governance, retirement/healthcare policy and funding, education, and climate. He has led several initiatives on gender equality. Ron is a frequent speaker and writer, and an avid offshore sailboat racer.

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Ronald O'Hanley

State Street Corporation Chairman And Chief Executive Officer, Forum Chair

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Citigroup

Jane Fraser is the Chief Executive Officer of Citi, the world's most global bank, serving millions of consumers, businesses and institutions across 160 countries and jurisdictions. She is the first female CEO in the firm’s history. Jane has deep experience across Citi’s consumer and institutional businesses and, in many ways, she helped shape Citi into the company it is today. Before becoming CEO in February 2021, she was President of Citi and CEO of the Global Consumer Bank, responsible for all of Citi’s Consumer businesses, including Retail Banking and Wealth Management, Credit Cards, Mortgage and Operations and Technology in 19 markets. Before that, she was the Chief Executive Officer of Citigroup Latin America from 2015 to 2019. From 2013 to 2015, she was the Chief Executive Officer of the U.S. Consumer and Commercial Banking and CitiMortgage. From 2009 to 2013, Jane served as the Chief Executive Officer of Citi's Global Private Bank. Prior, Jane was the Global Head of Strategy and Mergers & Acquisitions for Citi from 2007 to 2009. She joined Citi in 2004 in the Corporate and Investment Banking division.
Before joining Citi, Jane was a Partner at McKinsey & Company. She started her career at Goldman Sachs in the Mergers & Acquisitions department in London and then worked for Asesores Bursátiles in Madrid, Spain. Jane serves as a Board Member for the Business Roundtable and the Council on Foreign Relations. She is Vice Chair for the Partnership for New York City and a member of Harvard Business School’s Board of Dean’s Advisors, the Stanford Global Advisory Board and the Economic Club of New York. Jane has an M.B.A. from Harvard Business School and an M.A. in economics from Cambridge University. She is married with two children.

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Jane Fraser

Citigroup Chief Executive Officer, Forum Vice Chair

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Bank Of America

Brian Moynihan leads a team of more than 200,000 employees dedicated to making financial lives better for people, companies of every size, and institutional investors across the United States and around the world.

Bank of America is recognized as a top employer by Working Mother magazine and Military Times. The company is also listed on Fortune magazine’s list of the Best Workplaces for Diversity and the Best Workplaces for Parents. It was also named one of the Best Places to Work for Disability Inclusion by the U.S. Business Leadership Network and the American Association of People with Disabilities. In 2018, Euromoney recognized Bank of America as the World’s Best Bank and the World’s Best Bank for Diversity and Inclusion, as part of their annual Global Awards for Excellence. Bank of America was also named the 2019 Catalyst Award winner, honored for supporting the continued development, empowerment and advancement of women in the company and around the world.

Moynihan participates in several organizations that focus on economic and market trends, including the World Economic Forum International Business Council, the Financial Services Forum, the Bank Policy Institute (chair), the Business Roundtable, and the American Heart Association CEO Roundtable (co-chair). He is also a member of the Federal Advisory Council of the Federal Reserve Board.

Moynihan leads the company’s Global Diversity and Inclusion Council and is a member of the museum council for the Smithsonian’s National Museum of African American History and Culture. Moynihan is also a member of the Brown University Corporation’s Board of Fellows and the Congressional Medal of Honor Foundation Board.

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Brian Moynihan

Bank Of America Chairman Of The Board And Chief Executive Officer

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BNY Mellon

Robin Vince is President and Chief Executive Officer of BNY Mellon and a member of its Board of Directors. Previously, he was Vice Chair of BNY Mellon and CEO of Global Market Infrastructure. In that role, he oversaw BNY Mellon’s Clearance and Collateral Management, Treasury Services, Markets and Execution Services and Pershing businesses.

Prior to joining BNY Mellon in October 2020, Robin was the Chief Risk Officer of Goldman Sachs and a member of the Management Committee. He joined Goldman Sachs in 1994 and held many leadership roles, including Treasurer, Head of Operations, Head of Global Money Markets, COO of the EMEA region and CEO of Goldman Sachs International Bank, among others. He served on several key subsidiary boards and governance committees. He was named managing director in 2002 and partner in 2006.

Robin is a member of National Geographic Society's Hubbard Council and serves on the Board of Advisors of The Hospital for Special Surgery.

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Robin Vince

BNY Mellon Chief Executive Officer

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The Goldman Sachs Group, Inc.

David Solomon is Chairman and Chief Executive Officer and a member of the Board of Directors of The Goldman Sachs Group, Inc.

Previously, he was President and Chief Operating Officer and prior to that, he served as Co-Head of the Investment Banking Division from 2006 to 2016. Before that, Mr. Solomon was Global Head of the Financing Group, which includes all capital markets and derivative products for the firm’s corporate clients. He joined Goldman Sachs as a Partner in 1999.

Mr. Solomon is a member of the Board of Trustees of Hamilton College and serves on the board of The Robin Hood Foundation.

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David Solomon

The Goldman Sachs Group, Inc. Chairman and Chief Executive Officer

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JPMorgan Chase & Co.

Jamie Dimon is Chairman of the Board and Chief Executive Officer of JPMorgan Chase & Co., a global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers, small business, commercial banking, financial transaction processing and asset management.

Dimon became CEO on January 1, 2006 and one year later also became Chairman of the Board.  He was named President and Chief Operating Officer upon the company’s merger with Bank One Corporation on July 1, 2004. Dimon joined Bank One as Chairman and CEO in 2000.

Dimon began his career at American Express Company.  Next, he served as Chief Financial Officer and then President at Commercial Credit, which made numerous acquisitions and divestitures, including acquiring Primerica Corporation in 1987 and The Travelers Corporation in 1993. Dimon served as President and Chief Operating Officer of Travelers from 1990 through 1998 while concurrently serving as Chief Operating Officer of its Smith Barney Inc. subsidiary before becoming co-Chairman and Co-CEO of the combined brokerage following the 1997 merger of Smith Barney and Salomon Brothers.  In 1998, Dimon was named President of Citigroup Inc., the global financial services company formed by the combination of Travelers Group and Citicorp.

Dimon earned his bachelors degree from Tufts University and holds an MBA from Harvard Business School. He serves on the boards of directors of a number of non-profit institutions including the Clearing House and Harvard Business School. Additionally, he is the Chairman of the Business Roundtable and serves on the executive committee of the Business Council and the Partnership for New York City, and is a member of the Financial Services Forum, Financial Services Roundtable and Council on Foreign Relations.

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Jamie Dimon

JPMorgan Chase & Co. Chairman And Chief Executive Officer

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Morgan Stanley

Mr. Gorman is Chairman and CEO of Morgan Stanley.

Mr. Gorman became CEO in January 2010 and Chairman in January 2012. He joined the Firm in February 2006 and was named Co-President in December 2007.

Before joining Morgan Stanley, Mr. Gorman held a succession of executive positions at Merrill Lynch. Prior to this, he was a senior partner of McKinsey & Co. and began his career as an attorney in Melbourne, Australia.

Among his civic activities, Mr. Gorman serves as a Director of the Federal Reserve Bank of New York and the Council on Foreign Relations, and is a member of the Board of Overseers of the Columbia Business School, the Monetary Authority of Singapore International Advisory Panel, the Business Council, and the Board of the Institute of International Finance.

He formerly served as President of the Federal Advisory Council to the U.S. Federal Reserve Board, Co-Chairman of the Partnership for New York City, Chairman of the Board of the Securities Industry and Financial Markets Association and Co-Chairman of the Business Committee of the Metropolitan Museum of Art.

Mr. Gorman, who was born in Australia, earned a B.A. and Law degree from the University of Melbourne and an M.B.A. from Columbia University.

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James Gorman

Morgan Stanley Chairman And Chief Executive Officer

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Wells Fargo & Company

Charles W. Scharf is chief executive officer and president, and a member of the Board of Directors of Wells Fargo & Company.

A financial services veteran with 24 years of experience in leadership roles in the banking and payments industries, Charlie served as chief executive officer of Bank of New York Mellon from July 2017 to October 2019 and the chairman of its board from January 2018 to October 2018. He also was chief executive officer and a director of Visa Inc. from October 2012 to December 2016.

During his tenure at Bank of New York Mellon, Charlie demonstrated a strong track record in initiating and leading change, driving results, strengthening operational risk and compliance, and innovating amid a rapidly evolving digital landscape.

As the CEO of Visa, Charlie transformed the firm into a technology-driven digital commerce company by partnering with the world’s leading technology companies to drive new payment experiences and introduce new technologies to improve payment system security.

Previously, he was a managing director of One Equity Partners at JPMorgan Chase & Co. and chief executive officer of Retail Financial Services at JPMorgan Chase. He also was chief executive officer of the retail division of Bank One Corp., chief financial officer of Bank One Corp., chief financial officer of the Global Corporate and Investment Bank division of Citigroup, and chief financial officer of Salomon Smith Barney and its predecessor company.

Charlie earned a Bachelor of Arts degree from Johns Hopkins University and an MBA from New York University.

He is a director of Microsoft Corporation, serves on the board of trustees of Johns Hopkins University, is a member of The Business Council, and is chairman of the New York City Ballet. He lives in New York City.

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