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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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Profile

Dan sees his role in banking as a way to continue his legacy of service to our country. Having finished his Marine Corps service in 2008, just prior to the onset of the Financial Crisis, Dan witnessed firsthand the importance having a thriving economy that provides upward mobility to all. He believes that when businesses bank better, it frees business owners and operators up to create even more economic opportunity for their communities. With a diagnostic mindset and disciplined approach, Dan begins each new relationship by devising an actionable plan for clients to reduce their banking pain-points and achieve their growth goals. 

Dan resides in Sandy, Utah with his wife and two children. He served five years in the Marine Corps, deploying overseas three times from 2003 to 2008. After his military service concluded, he graduated from Westminster College and was one of the seven hires for Bank of America’s inaugural Veteran Associate Program in New York, which he still champions to this day. His background is in Equity Research and Leveraged Finance, where he covered publicly traded companies in the consumer discretionary sector, issued debt and executed leveraged buyouts. He enjoys trail running, mountain biking, snowboarding, and spending time in the outdoors with his family.
  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • Technology Services
    • General industries
    • Government Contractors
  • COMMUNITY

    • BofA Veteran Development Program Mentor
    • Veterati Mentor

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.

Christopher Allbright

Vice President

Lending Officer

Sue Stoneking

Director

Treasury Sales Officer

Kim Saxon

Officer

Sales Support Associate

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.