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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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Daniel Shulman is a Senior Vice President and Market Manager for the Bay Area market in Business Banking at Bank of America. In this capacity, his responsibilities include managing a team of Relationship Managers and leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions. Daniel’s mission is to help local companies thrive by achieving their business goals, to provide meaningful industry and economic insights, and to create meaningful partnerships with the companies that his team supports.

Bringing over 25 years of experience, Daniel began his banking career at Bank of America in 1997 where he was most recently a Senior Relationship Manager in Business Banking for the San Francisco Bay Area. Daniel has also served as a Merchant Services Sales Account Executive here at Bank of America, and ultimately moved into a leadership role with Merchant Services as the Western Region Sales Manager. Throughout his banking career, Daniel has served small to mid-sized companies throughout the greater Bay Area to support their commercial banking needs.

To help create a more sustainable future for the companies and the communities he serves, Daniel volunteers with and serves on the Board of the East Bay Agency for Children. This non-profit organization focuses on improving the well-being of children, youth, and families by providing services which reduce the impact of trauma and social inequities. In addition, he also serves on the Board of the East Bay Economic Development Alliance whose Mission it is to strengthen the economy, build the workforce and enhance the quality of life in the East Bay.

Born and raised in the San Francisco Bay Area, Daniel graduated from the University of California, at Santa Cruz with majors in both Political Science and History. In his free time he likes to travel both domestically and internationally with his wife and kids.


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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.