Latest banking news, September 9, 2022


Bank of America has named JuliAnn Burkhardt chief strategy officer for global investment banking, succeeding Dave Fishman. Burkhardt, who is based in New York, joined BofA in 2007, leaving in 2015 for a move to Deutsche Bank, according to the Financial Industry Regulatory Authority. recordings. She joined Charlotte, North Carolina-based BofA in 2017, and was most recently a managing director in retail and retail investment banking. Burkhardt will continue to work with key clients in this sector while in his new position, a rotational leadership role that was created in 2020, according to an internal memo. “In this role, JuliAnn will be responsible for partnering with our global group leaders to lead strategic initiatives that drive investment banking activity across our sectors, products and regions,” wrote Thomas Sheehan, Head of Global Banking. investment, in the memo. Burkhardt will report to Sheehan and work closely with the group’s chief operating officer, Kathy Bolner, he said. Fishman, also based in New York, will join the global M&A team as co-head of technology, media and telecommunications M&A, alongside David King and Shawn Liu, according to a separate memo. . He will also be co-responsible for private sales and disposals, alongside Andrew Martin. A BofA spokesperson confirmed the contents of the memos and declined to comment further. —Gillian Tan, Bloomberg News


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