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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

Liz is passionate about helping clients succeed.  Since joining the bank in 1999, she has strived to be the trusted business and personal banking advisor to her clients and network. Liz truly enjoys helping businesses build, grow and thrive in their industries. Using her connections, both professional and personally, Liz helps to deliver your needs through active listening and timely recommendations. Liz’s goal is to be an integral part of her clients and partners’ success and happiness.

Through direct contact with decision-makers, Liz works to obtain commercial credit and establish operating accounts fueled by digital technology to drive operational efficiency and profitability.  Through internal partnerships, she establishes Employee Financial Life Benefits: 401K and Individual Retirement Planning as well as partners with Investment Banking as a close resource for start-ups: IPO, buyout, M&A.

Integrity, persistence, and compassion are at the core of Liz’s relationship management style.
  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • Technology Services
    • Emerging Growth Companies
    • General industries
    • Not-for-profit
  • COMMUNITY

    • Little League International D57 Challenger Coordinator
    • Stanford LBAN (Latin Business Action Network) Partner
    • Active Volunteer for Habit for Humanity and Bay Area Foodbanks

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.

Vikas Sharma

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.