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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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Cindy joined Bank of America in 2009 and is based in San Jose, CA following a career in the medical and high-tech industries. Cindy is dedicated to adding value and acting as a sounding board to help companies turn plans into action. She thrives on understanding client’s need and focuses on building long lasting banking relationships, proactively sharing the best practices and providing tailored efficient solutions to address client’s both existing and development needs.

Within Bank of America, Cindy helped to establish Asian Leadership Network Silicon Valley Chapter and co-leads the chapter. She is a member of Asian Business Council, Hispanic/Latino Organization for Leadership & Advancement (HOLA), My Environment and Leadership, Education, Advocacy and Development for Women (LEAD). She is also part of the national Sustainability Council and a Better Money Habit Champion.

Cindy grew up in China and is fluent in Mandarin. There, she graduated from medical school, received her M.D. and subsequently completed her fellowship program at Stanford University. She earned her MBA from San Jose State University and completed the Management and Leadership program from Wharton Business School. She resides in the Willow Glen neighborhood of San Jose with her husband and daughter

    English & Chinese

    • Technology Services
    • Wholesale Trade
    • Emerging Growth Companies
    • General industries
    • Manufacturing
    • Professional Services
    • Engineering Firms
    • Not-for-profit

    • Co-Chair , ALN Silicon Valley Sustainability Council, Asian Business Council, Silicon Valley San Jose leadership grogram, Girl’s Volleyball, Better Money Habit

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.

Berumen, Cassandra

Sales Support Associate

Gutierrez, Susana

Vice President

Treasury Sales Officer

Abdul karim, Sameer

Treasury Sales 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

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.