Andrew Lucas MBA

Senior Vice President, Learning Executive Consumer Banking & Investments Bank of America

ANDREW LUCAS, MBA, is the Learning Executive for Bank of America’s Consumer Banking & Investments division. He leads the training and development of more than 40,000 employees responsible for helping with the financial needs of Bank of America's Consumer Banking and Merrill Edge® investment clients. Located across approximately 4,500 Bank of America financial centers and call centers, they offer clients insight on a wide range of financial products and services designed to support their banking, lending, small business and investment planning needs.

Andrew is a graduate of Rutgers University with a Bachelor of Arts and a Master of Business Administration. Andrew lives in Haddonfield, New Jersey, with his wife, Jessica; and daughters, Charlotte and Georgia.  In his free time, Andrew enjoys travelling with his family, woodworking and cooking.


Day One: Sunday, February 23, 2020

Sunday, February 23rd, 2020

1:50 PM Leveraging Leadership and Learning through a Major Transformation

Bank of America has a long standing history of producing world-class Wealth Management Advisors. Strategic demands for accelerated growth, engagement, retention, culture and conduct require us to continually drive for improvement and expansion of our employee development capabilities. We will explore how the learning team played the role of strategic business partner; resulting in the ability to take actions toward:

  • Defining our company culture, governance structure, and operating model for Advisors
  • Coaching and upskilling frontline managers to describe the value of the change and conduct difficult conversations about the restructure
  • Building strong relationships across cross functional teams to maintain and sustain the change

Check out the incredible speaker line-up to see who will be joining Andrew.

Download The Latest Agenda