Thirty years of doing the work.
BJ Haughey started his career at Andersen Consulting in 1995, leading technology implementations for major banking clients — call centers, online bill pay, brokerage service capabilities. It was hands-on, delivery-oriented work, and it set the foundation for everything that followed: a career built not on advising from a distance, but on getting into the problem and seeing it through.
From Accenture, BJ moved to Bank of America, where he spent a decade taking on progressively larger and more complex mandates. He led technology for the Private Bank, ran the mass affluent investing strategy, and was pulled into the Merrill Lynch integration — one of the most consequential wealth management mergers in a generation. He helped define the target state, selected the winning platforms, and led the teams that drove those changes to completion. When the integration wrapped, he was tapped again — this time for New BAC, a company-wide initiative to find revenue and cost opportunities across the enterprise. He ran the management committee and board reporting, and worked directly with business leaders to deliver against expectations.
At TIAA, BJ led strategy and execution for the retail business before being asked to lead the end-to-end integration of EverBank. He later took on the COO function for Technology and Operations before leaving in 2020. A stint as a Partner at EY followed, where he led cost and productivity engagements across financial services — and brought in clients outside the industry when the right opportunity presented itself.
Since stepping back from full-time firm life, BJ has worked in an advisory capacity alongside experienced teams on cost, performance, and organizational challenges — across financial services and beyond. The work is intentionally scoped: focused conversations, honest assessment, and a clear point of view. No sprawling engagements, no taking over the room. Just a genuinely vested partner who has seen most of this before and can help you think it through.