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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.

Learn More

Profile

David draws on decades of experience to understand business needs and come up with innovative ways for clients to grow. He enjoys being a trusted advisor and gateway to all the resources the bank can offer, from treasury solutions and credit to digital tools and thought leadership. He thrives on removing obstacles for clients by starting a dialogue and engaging the team to find a way round complex business challenges. David is passionate about the success of his team, having nurtured its growth over the past decade, and focuses on helping people develop their careers — always with the goal of better serving clients. He’s also energized by the thrill of winning new business, allowing even more local companies to benefit from the resources of a global bank.

This drive to make a difference is reflected in David’s work with the community, with a particular focus on cancer research and care, as well as relieving poverty and hunger. He enjoys putting his leadership talents to use through volunteering and board memberships, using the skills he’s honed in his 30-year banking career. In his spare time, he’s a keen musician and loves to watch live music.


Hometown: Cincinnati, Ohio

Education: Skidmore College, B.A, Xavier University, M.B.A.

Joined Bank of America: 2011
  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • General industries
    • Government Contractors
    • Manufacturing
    • Not-for-profit
    • Professional Services
  • COMMUNITY

    • Board Member, Magnified Giving
    • Board Member, Freestore Foundation
    • Past Board Member – CATS
    • Past Board Member – Cancer Family Care
    • Leadership Cincinnati, Class of 2018

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.

Candance Kain

Assistant Vice President

Sales Support Associate

Aric Hassel

Senior Vice President

Lending Officer

Adam Rottenberg

Vice President

Lending Officer

Ed Sublett

Vice President

Lending Officer

Brad Russell

Senior Vice President

Lending Officer

Allison Puchala

Vice President

Lending Officer

Jazmin Camp

Sales Support Associate

Mary Shancey

Senior Vice President

Lending Officer

Miguel Concepcion

Vice President

Lending Officer

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.