Chief Strategy & Customer Experience Officer
Caroline O’Connell is Chief Strategy & Customer Experience Officer of Equitable and a member of the company’s Operating Committee. In this role, she is responsible for driving the company’s growth strategy and overseeing the end-to-end client journey and customer experience across all channels and product lines.
Prior to joining Equitable, Ms. O’Connell held several roles spanning nearly three decades at BNY Mellon, including Chief Strategy Officer for the company’s Pershing franchise and Chief Marketing Officer for its Investment Services business. In these roles, Ms. O’Connell collaborated with business leaders to develop marketing and communications plans that aligned with the company’s business strategies. Ms. O’Connell held several other leadership positions since joining the company in 1991, including Managing Director, Senior Vice President and Director, and Vice President.
Ms. O’Connell is a board member of the Securities Industry Institute at The Wharton School at the University of Pennsylvania. She is a participant on the Aspen Institute Roundtable for Institutional Innovation, a member of the Marketing Leadership Roundtable and a 2017 winner of the Financial Communications Society Jamie E. DePeau Leadership Award. Ms. O’Connell is also co-founder of the Outthinker Chief Strategy Officer Roundtable and a member and former Chair of the Marketing and Communications Committee of The Women’s Forum of New York.
Ms. O’Connell holds a Bachelor of Science degree in Education and Master of Business Administration in Marketing from Old Dominion University in Norfolk, Virginia.