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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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Lisa seamlessly juggles dual roles as a Commercial Associate II and Relationship Manager in Business Banking. Her objectives is to leverage her extensive background and passion to elevate your business. She is ready to collaborate with and support entrepreneurs in achieving their aspirations and bring forth her diverse expertise to foster success in your business ventures.

With 10 years in the surgical field and a decade in medical devices across specialties, she holds a profound understanding of the healthcare landscape.

Beyond her professional pursuits, she delved into real estate investments while studying business entrepreneurship showcasing her multifaceted interests. Lisa earn her Bachelors in Marketing and Economics from Cal State University of Los Angeles and Master of Business Administration from University of Redlands, California. She also finds fulfillment in volunteering for nonprofits and causes that she cares for.

When not working and pursuing another business projects, she loves relaxing in her backyard oasis and whipping up culinary delights or taking a cruise and traveling internationally with her husband and family.


    • Healthcare & Physician Practices
    • Manufacturing
    • Restaurant/Food Industry
    • Retail
    • Technology Services
    • General industries
    • Engineering Firms
    • Professional Services

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.

Patricia Ruiz

Senior Vice President

Sales Support Associate

Dan Downs

Senior Vice President

Lending Officer

Justin Keith

Vice President

Treasury Sales 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.