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2024 Business Owner Report

This year’s survey explores the perspectives, aspirations and outlooks of small and mid-sized business owners across the U.S.

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As a Senior Vice President and Senior Relationship Manager in Global Commercial Banking at Bank of America, I have been helping businesses with revenues from 20MM+ save, borrow, and invest for today and their future for over nine years. With a Master of Business Administration degree and 20+ years of experience in the financial services industry, I have the expertise and credentials to deliver tailored solutions and exceptional service to my clients.

My mission is to build, deepen, and maintain profitable relationships with my clients by collaborating with a team of specialists from across Bank of America, including Investment Banking, Foreign Exchange, and Wealth Management. I leverage the bank's full capabilities and resources to meet my clients' financial needs and goals. My core competencies include strategic planning and forecasting, revenue and profit growth, consultative and solution selling, customer satisfaction and retention, regulatory compliance, and employee training and development. I have consistently exceeded aggressive and challenging revenue targets by coaching and mentoring sizable sales teams to employ advanced prospecting, selling, and closing techniques. I am also passionate about fostering a culture of diversity, inclusion, and innovation within my organization and community.


    • Not-for-profit
    • Professional Services
    • Technology Services
    • Wholesale Trade
    • General industries
    • Agriculture
    • Manufacturing

    • Vistage CEO Network | Advisory Board
    • Economic Development Partnership of NC | Member

Meet the Team

With access to the global resources of Bank of America, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Jenny Smith

Vice President

Lending Officer

Christina Mata

Vice President

Treasury Sales Officer

Richard Jones


Sales Support Associate

Ben Evenson


Treasury Sales Analyst

Bank of America Business Banking

As you work to take your business to the next level in an environment where business and technology sophistication are critical to having a competitive edge, you need a local banking partner who has your long-term interests at heart.

Bank of America is that local advocate. We work closely with you to understand your business goals. We then draw on our Bank wide resources, technology and experience to generate ideas and solutions that will propel your business further.

With Bank of America Business Banking by your side, you can be assured your business has the power to grow and thrive.

You can benefit from:

Local Relationship Managers who are your advocates and bring the Bank’s resources to you as a seamlessly integrated, dedicated team

Comprehensive commercial banking platform with full range of products and technology, backed by Bank of America’s strength and stability

Access to bank-wide services beyond business banking, to manage both your business and personal wealth

Let's have a conversation.

There is no substitute for a one-on-one relationship with a Bank of America relationship manager who is committed to your needs. Request an appointment today.