ProfileChristina (Christy) Haupert is a Vice President and Senior Relationship Manager for the Orange County market for Commercial Banking at Bank of America Merrill Lynch. In this capacity, her responsibilities include working with a team focused on delivering strategic financial guidance and solutions throughout the Orange County marketplace. The team’s mission is to help local companies grow, improve cash flow, manage U.S. and international payments, and invest for the future. The team fulfills this mission by focusing on credit and lending, deposits, and cash management solutions to privately-held companies with annual revenues from $5 million to $50 million. Targeted industries and businesses include wholesalers, manufacturers, importers/exporters, professional services, medical, entertainment, and non-profit organizations, to name a few.
Christy began her banking career with Wells Fargo’s Business Banking Group in 2005 in Colorado as a Relationship Manager. She then moved back home to Orange County to be closer to family in 2013. Christy was recognized as a top performer both in Colorado and Orange County where she directly guided clients and prospects on credit capacity, loan facilities, and debt structures. Christy joined Bank of America Merrill Lynch in 2018, and is based in Newport Beach, CA. She attended the Relationship Management Institute Training, the College of Commercial Credit and served on the National Women’s Leadership Council.
Active in the community, Christy volunteers much of her time with various not-for-profit organizations focused on empowering the unemployed and underemployed. She previously served on the Board of Grandma’s House of Hope in Anaheim, CA and is currently on the Board of WHW in Irvine, CA. She is also a member of the Women’s Leadership Network and Environmental Employee network for Orange County.
Christy grew up in Laguna Niguel, and enjoys hiking, biking, doing anything in the mountains, competing in Sprint Triathlons with her sisters, and spending time with her family. She attended San Diego State University and Western State Colorado University and currently resides in Ladera Ranch.
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