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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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In Geoff’s role as a Senior Relationship Manager, his responsibilities include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions. Geoff’s mission is to help Bay Area companies thrive by achieving their business goals, no matter how simple or how complex.

Starting his banking career at a Regional Bank in Oregon, Geoff brings over 20 years of banking experience to the table. He has served as a commercial loan underwriter, Sr. Financial Analyst in Risk Management and now Sr. Relationship Manager. Geoff has enjoyed serving mid-sized companies throughout the US to support their commercial banking needs.

To help create a more sustainable future for the companies and communities he serves, Geoff volunteers with several not-for-profit organizations focused on youth sports, economic development, local food banks, and more. He also serves as a mentor for teammates across Bank of America as a member and leader.

Along with his Business knowledge and degrees, Geoff also earned a degree in Applied Science in Flight Technology from the Aviation Academy in his hometown. He spends his time enjoying fun in the sun with his two sons, seeing live music shows, playing the drums, nature and exercise.

    English & French

    • General industries

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.

Dayana McVay


Sales Support Associate

Therie Ann Bulnes

Vice President

Treasury Sales Officer

Juan Robles

Treasury Sales Analyst

Wendy Lam

Vice President

Lending Officer

Tiffany Sears


Commercial Credit Specialist

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.