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Josh Sheffler

Senior Vice President, Senior Digital Director, CXO function for Merrill Lynch and Private Bank, Bank of America
Concord, North Carolina,United States
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Josh Sheffler's Overview

Total Experience21 years
CompanyBank of America
CountryUnited States

Josh Sheffler is the Co-founder and CEO of Attain, a company focused on revolutionizing alumni relations and fundraising for educational institutions and non-profits. He brings a strong background in technology, product development, and business strategy, having previously held roles at Knoetic (as Head of Product) and Bain & Company. Josh is passionate about leveraging data and modern technology to help organizations build stronger, more meaningful connections with their communities, ultimately driving engagement and philanthropic support. He co-founded Attain with the vision of providing sophisticated yet user-friendly tools to empower advancement professionals. Josh holds a BA from Harvard University.

Professional Summary

Josh Sheffler's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

Bank of America - Senior Vice President, Senior Digital Director, CXO function for Merrill Lynch and Private Bank (2022 to Present)
Push America - Business Consultant (2009 to 2010)

Notable Achievements

Co-founder & CEO of Attain

Successfully co-founded and leads Attain, a technology platform designed to modernize alumni engagement and fundraising for educational and non-profit organizations by providing actionable insights and communication tools.

Led Product at Knoetic

Served as Head of Product at Knoetic, a leading people analytics platform, contributing to its growth and development in the HR technology space by helping Chief People Officers make data-driven decisions.

Strategic Experience at Bain & Company

Gained valuable experience in management consulting at Bain & Company, working with clients across various industries on strategic initiatives, which provided a strong foundation for his entrepreneurial ventures.

Driving Innovation in Advancement Technology

Pioneering new approaches in the EdTech and non-profit tech sectors to help organizations better understand, engage, and cultivate relationships with their alumni and donor bases, thereby increasing philanthropic outcomes.

Educational Background

Masters, Business Administration

Queens University of Charlotte - Year 2008

Bachelor's of Science, Management Information Systems

Iowa State University - Ivy College of Business - Year 2000

Six Sigma Certification, Lean Green Belt

Bank of America - Year 2011

Certification, Executive Coaching

Queens University of Charlotte - Year 2009

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Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance

Company Overview

Bank of America
Total employees213000
HeadquartersCharlotte
Founded1923

Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses, and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million client households and small businesses with approximately 3,800 retail financial centers, approximately 15,000 ATMs, and award-winning digital banking with approximately 57 million verified digital users. Their services aim to make financial lives better by connecting clients to the resources they need to achieve their financial goals.

Bank of America Stock Information
Bank of America, Inc. is listed on the New York Stock Exchange under the ticker symbol BAC. The company went public on September 30, 1998

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