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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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When speaking with clients, I take the time to understand a business, its owners and their goals, all by getting granular (deep and wide) around the company’s operating cycle, its financial performance, and the associated challenges. This approach benefits the client by:

Having an advocate who can speak intelligently on their behalf within the bank, as well as offer unique recommendations and solutions;

Providing the client the tools to operate more efficiently by leveraging technology, establishing controls as well as improving upon its financial performance, by unlocking liquidity & leveraging debt, all which ultimately drives performance.

As a 25+ year corporate and commercial banker, I have had a unique opportunity to interact with various walks of life; different people, ethnicities, religions as well as different types of businesses; size, industry, geographical footprint and needs. This has allowed me to be well versed and highly positioned to partner with existing and future clients.


    • General industries
    • Manufacturing
    • Restaurant/Food Industry

    • Actively engaged at St. Joseph by the Sea High School as the director and varsity head coach of the ice hockey program.

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.

Geoffrey Frank

Vice President

Lending Officer

Scott Sulkes

Senior Vice President

Lending Officer

Mark Wooten

Vice President

Treasury Sales Officer

Alrick Vazquez


Treasury Sales Analyst

Amber Brito


Commercial Credit Specialist

Lucia Pimentel

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.