Profile

Christina (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.
  • 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.

Teri Estes

Vice President

Treasury Solutions Officer

Rachael Kim

Officer

Sales Support Associate

Sheena Stewart

Officer

Treasury Solutions 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

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

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

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.