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Paul H. Simpson

Paul Simpson is a senior financial services executive with over three decades of global leadership experience across banking, markets, technology, and operations. He currently serves as Vice Chairman in Broadridge Financial Solutions’ Global Technology and Operations (GTO) business, where he works across Global Markets, Capital Markets, and Wealth Management, partnering closely with global sales teams to accelerate go-to-market initiatives through technology and artificial intelligence. Throughout his career, Paul has led large, complex organizations, driven operational transformation, and served on numerous corporate, nonprofit, and academic boards.

Work History

  • Vice Chairman, Global Technology & Operations – Broadridge Financial Solutions
    Leads technology- and AI-driven initiatives across Global Markets, Capital Markets, and Wealth Management.

  • Senior Global Operations & Markets Executive – Bank of America
    Led global banking and markets operations; oversaw technology, cybersecurity, automation, and regional teams across APAC, EMEA, and Latin America; enterprise leadership in robotics, RPA, veterans programs, and diversity initiatives.

  • Managing Director, Global Markets – Bank of America
    Ran Prime Brokerage, Global Custody & Agency Services, OTC Clearing, Futures & Options, and FX Prime Brokerage.

  • Senior Leadership Roles – Citibank, JP Morgan Chase, ANZ Bank, Bankers Trust / Deutsche Bank
    Held progressively senior roles across global financial services.

Areas of Focus and Specializations

  • Global banking and financial markets operations

  • Technology and operational transformation

  • Artificial intelligence and automation strategy

  • Robotics and robotic process automation (RPA)

  • Global risk management and cybersecurity

  • Payments, liquidity, custody, and transaction services

  • International and cross-regional leadership

  • Governance, compliance, and enterprise oversight

Core Skills and Certifications

  • Executive leadership of large, global organizations

  • Strategic planning and go-to-market execution

  • Operational excellence and process optimization

  • Board governance and fiduciary oversight

  • Financial markets and institutional banking expertise

  • Cross-border and multicultural team leadership

  • Licenses: Series 7, Series 24

  • Education:

  • B.S. in Russian, Georgetown University (Minors in Business and Chinese)

  • MBA in Finance, Economics & International Business, NYU Stern School of Business

  • Graduate studies at the Pushkin Institute, Moscow

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