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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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Profile

Responsible for being the primary point of contact and key financial advisor for Commercial clients with revenue between $5MM - $50MM. Leading discussions on topics such as industry forecasting & benchmarking, alternative capital structures, and making business easier with Bank of America. Serve as an advocate and Trusted Advisor for Commercial Banking relationships within Worcester County and surrounding communities.  My Team develops the overall relationship strategy through a thorough analysis of risks, opportunities and impacts to our Clients' business resulting in overall client satisfaction.

I have been with Bank of America for over 20 years both in Relationship Management and as a Treasury Services Officer managing the transactional side of our business.  Through experience and vast internal networking base, I am confident I can help our clients navigate through all the Bank has to offer.
  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • General industries

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.

Thiago DeOliveira

Assistant Vice President

Sales Support Associate

Phillip Mooney

Vice President

Treasury Solutions Officer

Daisy Patel

Vice President

Lending Officer

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.