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Tom Joseph

 

 

 

Executive summary


Tom is a Principal in Grant Thornton’s national Advisory Services practice and serves as a Global Account Leader for several of the Firm’s largest and most strategic clients. He also serves the Firm as East Region Industry Leader and national Banking Sector go-to-market Co-Chair.

With more than 25 years of Financial Services (FS) experience, Tom spent the majority of his career advising multi-national FS firms across their core Retail Banking, Wholesale Banking, Wealth Management and Insurance businesses in the United States, Europe and Asia Pacific.

His experience includes leading large and complex “model bank” systems conversion programs during mergers (with full SDLC & Agile experience). He is also recognized for helping enable businesses to better perform and integrate their full set of core capabilities for the benefit of their customers/clients, finding new opportunities to grow, and effectively adapting to changes in the risk, compliance and regulatory business environments.

Tom previously held leadership positions at Bank of America Merrill Lynch where he was head of strategy & channel integration for the Institutional Retirement business, led global enterprise business integration initiatives (specifically their enterprise client management program), built a new consumer directed healthcare (CDHC) business in their wholesale banking and wealth space, and served as an executive on multiple large scale M&A and business integration programs.

Early on in Tom’s career, he worked for Andersen Consulting LLP/Accenture (global banking practices located in Sydney, Australia and Charlotte, NC).

 

Professional qualifications and memberships

  • Six Sigma Green Belt Certified
     

Community involvement

  • Board of Trustee – The Charlotte Ballet
  • Board of Trustee – Charlotte Regional Business Alliance
  • Board of Director – Leadership Charlotte
  • Board of Trustee – The Echo Foundation

Education

  • Master of Business Administration (MBA) – University of North Carolina at Greensboro
  • Bachelor of Science (BS) Business Administration & Economics – High Point University


 
 

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