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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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Profile

Diana works closely with a team to deliver commercial clients a unique experience that’s local, digital, and advisory.  She believes that your business performance and personal success are closely connected, and so is your banking team. Whether she's helping a fintech expand globally or a family-run farm to prosper, she leads with a personalized approach and addresses specific needs with innovative financial solutions that help companies grow, improve cash flow, and invest for the future.

 

Diana is personally invested in the success of both her clients, their employees and their families—a commitment that empowers businesses, improves communities, and builds strong, long lasting relationships.

 

Diana is a Vice President in Business Banking covering the Hudson Valley, NY. She started her career at Bank of America in 2019 and has over 20 years of experience in the banking industry.  She has held various positions with different financial institutions across the Hudson valley, from personal to commercial banking. Whether it’s working with a start up business, helping with an acquisition or business expansion, or advising on your personal financial goals, Diana will be your partner throughout your journey.
  • LANGUAGES

    English & Spanish
  • INDUSTRY FOCUS

    • Engineering Firms
    • General industries
    • Government Contractors
    • Healthcare & Physician Practices
    • Transportation
    • Manufacturing
    • Technology Services
    • Wholesale Trade

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.

Phil Mooney

Vice President

Treasury Sales Officer

Alyssa Moore

Vice President

Sales Support Associate

Rob Coolidge

Officer

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.