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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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As a Business Banking Relationship Manager, Caroline serves as a trusted advisor and an advocate for her clients within the bank. She empowers mid-sized companies through innovative solutions that help them thrive. Tailoring her approach to each client, she collaborates with her team to drive growth and efficiency where it is needed most.  Her team has expertise in treasury services, foreign exchange, credit, asset management, employee benefit plans, merchant services, equipment finance, and more. Caroline primarily serves Georgia based companies with annual revenue between $5MM-$75MM. 

Beyond serving her clients, Caroline also operates as the market's Volunteer Champion, organizing volunteer events for her market to serve together and give back to the community. Caroline is originally from Peachtree Corners, GA and currently resides in Brookhaven, GA. She attended University of Georgia where she received a bachelor's degree in Finance with an emphasis in Pricing & Valuation. Since then she has completed a two year intensive Accelerated Banker Program as well as worked as a Credit Risk Analyst at a regional bank. She also held a Commercial Associate position where she worked hand in hand with the GA Market Relationship Managers in preparation for her current role.


    • General industries
    • Government Contractors
    • Transportation
    • Manufacturing

    • Hometown: Peachtree Corners, GA
    • Education: University of Georgia, B.B.A. Finance, Emphasis in Pricing & Valuation
    • Open Hand Atlanta
    • Atlanta Ronald McDonald Charities

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.

David Williams

Vice President

Treasury Sales Officer

Edward Heap

Assistant Vice President

Sales Support Associate

Robert Hale

Senior 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.