Brian O'Connor

Senior Vice President, Head of Strategy Business Banking, Citizens Bank
O’connor
Brian O’Connor is the head of strategy for Business Banking at Citizens Bank. Business Banking serves companies from start up stage to $25mm in revenue through a number of segments at the Bank. In his current role Brian leads a number of strategic initiatives to develop new partnerships, products and processes to better serve the Bank’s customers. He also oversees a number of support functions for the business line including customer experience, training & development, Salesforce.com, product management and internal partnerships.

Previously, Brian was the head of sales management for the commercial bank at Citizens. In this role Brian oversaw sales strategy, incentive programs, product partners, sales reporting and training.

Brian came to Citizens in 2009 to start and run Premier Banking. Premier Banking is a high growth business focusing on the mass affluent consumer segment offering both banking and investment services to retail clients.

Before joining Citizens, Brian spent 21 years at Bank of America and predecessor banks. At BofA he held a number of roles including North East Regional Director of Premier Banking & Investments. In this capacity Brian managed both the banking and brokerage units. Previous to this role Brian was the National Sales Executive for Business Banking responsible for all aspects of sales and sales management. Earlier in his career Brian held various roles in the commercial bank from relationship manager to eventually overseeing a commercial banking group and then heading up sales and marketing for Small Business and Commercial Banking at Fleet Bank.

Brian began his career in the investment business as a Registered Representative with Fidelity Investments in Boston and was a Certified Financial Planner (CFP). Throughout his career he has earned many securities licenses including Series 6, 63, 7, 24, 53, 66 & 4.

Brian graduated in 1982 from University of Massachusetts at Amherst. He received his MBA from Boston College in 1988 and CFP (Certified Financial Planner) designation in 1986 from the College for Financial Planning.