CFI Professional Insights Series: Featuring Jonathan N. Santelli

Jonathan N. Santelli serves as Executive Vice President and General Counsel at Raymond James Financial. He has held senior positions at a number of highly respected financial services firms, including First Republic Bank, Bank of America and Merrill Lynch & Co. Notably, while at Merrill Lynch, he represented that firm’s interests in 2008, during its merger negotiations with Bank of America. Mr. Santelli began his career at Clifford Chance LLP (formerly Rogers & Wells LLP), where he was a member of the firm’s corporate department, practicing in the areas of M&A, private equities and securities law.

In his interview with CFI, Jonathan covers:

  • How his accounting background has served as a professional asset
  • His decision to move from a white shoe law firm to the corporate side, and the adjustment it required
  • The cultural differences between Merrill Lynch and Bank of America
  • Why a financial firm’s internal culture has such a significant impact on its ability to maintain regulatory standards
  • How Reg BI may indirectly drive industry consolidation
  • The reasons for his long-standing efforts to diversity his staff

To learn more about Jonathan and his opinions on a wide range of topics, click here to read our entire interview.