- November 2, 2020
- Posted by: giawatkins
- Category: Professional Insights
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.
