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2023 Mid-Sized Business Owner Report

Our inaugural Mid-Sized Business Owner Report captures viewpoints on the economy, financing in their businesses, labor, digitization, and more.

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A naturally diligent, conscientious and detailed oriented individual, who thrives. to help each client meet their financial goals.

In his current role as the Global Commercial Banking Sr. Relationship Manager, Andrew’s responsibilities include helping assigned clients with revenues ranging from 5MM-200MM save, borrow, and invest for today and their future. He serves as the primary point of contact and trusted advisor for all clients and prospects.

Andrew has over 18 years of financial industry experience. 11 years of service with Bank of America. His career spans through multiple lines of business including Retail-Consumer Banking, Merchant Service Banking, and Small Business Banking, with 7 years of leadership experience with Bank of America. He has managed over 60 employees through multiple verticals and markets across the nation.

Hometown: Clovis, California
Education: MBA from University of Phoenix
Joined Bank of America: 2011
• Susan G. Komen for the Cure
• Community Food Bank of Central California
• Peoples Church of Fresno


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

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

Shawn Smith


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.