Naveen Bolisetti, CFA in

Naveen Bolisetti, CFA

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Analytics & Modeling Executive | Next-Generation Initiatives at Bank of America
📍 Charlotte, North Carolina, United States

Naveen is an Analytics and Modeling Executive at Bank of America, where he spearheads the creation of next-gen AI and modeling capabilities for the banks consumer business. An ex-McKinsey Associate Partner and an AI 150 Leader, he has completed executive education at Wharton.

Colleagues and direct reports describe him as an excellent mentor who is exceptional with people, numbers, and technology. He is recognized for his ability to patiently explain complex technical and quantitative concepts, fostering learning and successful project delivery for his teams.

Unique fact: While at Franklin Templeton, his team won the "best buy-side post-trade project of the year" at ‘The Trade’ magazine awards in London.

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Experience
15 Years
Current Role
Analytics & Modeling Executive | Next-Generation Initiatives
Location
Charlotte, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Naveen cares about

Operationalizing AI
He focuses on integrating AI into enterprise workflows with proper governance and risk management, noting it's a significant challenge to move beyond the pilot stage.
AI Risk Management
Recently presented at the Society of Actuaries ImpACT Conference 2024 on the growing need for effective risk management of AI and Generative AI models.
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Career

Work history

1-2025
Analytics & Modeling Executive | Next-Generation Initiatives
Bank of America
1-2017 - 1-2025
Associate Partner
McKinsey & Company
11-2016 - 1-2017
Quantitative Consultant (Hedge Fund Group)
S&P Global Market Intelligence
6-2013 - 7-2016
Senior Quantitative Research Analyst
Franklin Templeton
8-2010 - 6-2013
Quantitative Financial Analyst
Bank of America
In the press

Media appearances

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Education
1-2022 - 5-2022
Economics of Blockchain and Digital Assets
Wharton Executive Education
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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