business meeting

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

In her role as Commercial Associate, she is passionate about helping clients to succeed. Uncovering every possible scenario with honesty is key to build trust and respect. Building a healthy relationship with each Relationship Manager is important for the market success.  Her background in the Financial Center and in Treasury gives her the edge she needs to provide guidance to the team and clients.

She is taking a leading role bringing awareness to clients on ways to prevent fraud. Educating clients, prospects and coworkers is her passion.  
As a Hispanic woman in finance, Caroline’s drive is to make a difference in her community by volunteering in her church and inspiring others.

She enjoys home design, cooking and parenting shows.
  • LANGUAGES

    English & Spanish
  • INDUSTRY FOCUS

    • General industries
    • Healthcare & Physician Practices
    • Manufacturing
    • Not-for-profit
    • Professional Services
    • Restaurant/Food Industry
    • Technology Services
    • Wholesale Trade
  • COMMUNITY

    • Member of HOLA
    • Member of WCC(Westchester Chamber of Commerce)
    • Member of Dutchess County Regional Chamber of Commerce.
    • Active volunteer in multiple organization-Feeding Westchester, House of Worship

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.

Shirley Peloke

Officer

Sales Support Associate

Raquel Karlin

Vice President

Treasury Sales Officer

Julius McConnell

Officer

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.