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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

With wide experience in banking — from managing commercial banking clients to underwriting SBA loans — Geoffrey can relate to the diverse needs of business owners across industries, whether their turnover is $5 million or $50 million. He puts his background to work by helping them to strategize and offering thoughtful solutions. Geoffrey is dedicated to adding value, acting as an advisor to help companies turn plans into action, as well as ensuring that they have access to relevant thought leadership and digital tools. He’s also driven by winning new clients, allowing even more local companies to benefit from the resources of a global bank.

Geoffrey is energized by seeing collaborative projects come to life. He views himself as a builder within his community, assisting local entrepreneurs by qualifying and structuring credits for startups, partner buyouts, business acquisitions, and acquisitions of commercial real estate.

In his personal life, he’s a supporter of the Parkinson’s community. Sports are also a passion— Geoffrey trains and mentors’ youth soccer players in the area. Geoffrey played Division I soccer at Siena College. Above all, family is Geoffrey’s major focus, and he enjoys traveling and spending time with his partner Danielle.
  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • General industries
    • Accounting and Law Firms
    • Government Contractors
    • Healthcare & Physician Practices
    • Manufacturing
    • Not-for-profit
    • Professional Services
    • Technology 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.

Phillip Mooney

Director

Treasury Sales Officer

Shirley Peloke

Assistant Vice President

Sales Support Associate

Robert Coolidge

Senior Vice President

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.