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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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Key advisor to the client in strategic and financial matters.  Leads the Bank of America client team in the delivery of products and services appropriate to each client’s needs;  by providing professional financial counsel and delivery of the breadth of financial resources of Bank of America and Merrill Lynch for Privately Owned Businesses from $15.0MM to $150.0MM in annual revenue.

Greg is a Commercial and Industrial banking specialist with over 30 years of experience; working on all manner of transactions and clients ranging from multi national Wall Street institutions to Chicago's most notable private and closely held businesses.   In addition to Greg’s corporate finance and commercial banking experience;  Greg has experiencing in  working with large single and multi-specialty physician groups and their ancillary healthcare investments; and has lead healthcare lending teams.

With Greg's breadth of experience he guides his team of product specialists to identify needs of clients and prospects then collaborates with the team to select and deliver the full range of Bank of America/Merrill Lynch's capabilities to meet the needs of the business.

Greg has a proven history for achieving client oriented results developed to help increase profitability and financial efficiencies through the full range of economic cycles. Greg has a track record for successfully developing and implementing financial products and services to meet the needs of clients, is founded on his ability to minimize risk by working closely with his customers and prospects to understand those clients objectives then structuring credit and treasury facilities that achieve client objective. 


Specialize in the Commercial, Industrial and Professional Service sector and related ancillary businesses advising clients on operating platforms and structuring sustainable short, medium and long term leverage and equity capital base to assist in the firms long term viability


    • Healthcare & Physician Practices

    • My Block, My Hood, My City
    • Year Up, Inc.

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.

Christina Roundtree

Vice President

Treasury Sales Officer

Mary Ann Perico

Assistant Vice President

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.