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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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HERLLAN A. SERNA

Vice President

Relationship Manager

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My focus on building strong relationships.

With a focus on connecting client needs with the right guidance and tools, I thrive on building productive long-term relationships.

Profile


Herllan, an experienced business advisor, powerful communicator and skilled collaborator, is passionate about excellent service, helping business grow, and solving complex problems for his clients.

In his role as a Relationship Manager for the Minnesota, North Dakota, South Dakota and Western Wisconsin markets for Business Banking at Bank of America.  Herllan leads a team of specialist focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions.  He uses his experience and creativity to guide client’s through complex situations, and help mid-sized corporations and not-for-profit thrive. 

Herllan has over 25 years background in banking from Consumer banking/Management, Wealth Banker, Small Business and Commercial Business Banking.  His passion is to help client’s achieve their business and personal  financial goals. 

Herllan lives in Woodbury, MN with his Wife and teenage/adult kids.  He enjoys being active, the outdoors, playing sports (football, basketball, golf and softball) and spending time with family and friends.

  • LANGUAGES

    English

  • INDUSTRY FOCUS

    • Wholesale Trade
    • Emerging Growth Companies
    • Accounting and Law Firms
    • Government Contractors
    • Healthcare & Physician Practices
    • Transportation
    • Manufacturing
    • Not-for-profit

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.

Gene Marsh

Vice President

Lending Officer

Shehan Gregana

Vice President

Treasury Sales Officer

Andreina Treuchel

Officer

Sales Support Associate

Edith Szorc

Officer

Treasury Sales Analyst

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.

Request Appointment