Kai serves as executive business lead for retirement research and inclusion transformation for the Bank of America’s Retirement & Personal Wealth Solutions Business. In this capacity, Kai leads a team of experienced professionals, who create and deliver research focused on workforce aging, longevity, diversity and inclusion, employee financial wellness and other workplace trends. The team shares this research with national/local markets for the Bank’s associates, advisors, bankers, individual investors, institutional clients and their employees. Through these efforts the team seeks to enhance employee well-being, foster financial inclusion and address the unique challenges confronting today’s workforce.