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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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Jim  is  a  Senior Relationship Manager in the Global Commercial Banking line charged with managing and growing a portfolio of Commercial Banking relationships throughout the Hudson Valley and Capital Region in New York.  Prior to this, Jim was a Senior Credit Products Officer at Bank of America charged with structuring, underwriting, approving , and closing credit transactions.

Jim has been an active member of the local market leadership team in the Hudson Valley / Capital Region since joining the Bank in 2008 and promotes One-Bank solutions across business lines.  Jim was past President of the Board of Directors the Community Loan Fund of the Capital Region and an MBA student-coach for University of Albany’s full-time MBA program. Jim currently sits on the MBA Advisory Group for the University of Albany's MBA program. There were a number of past board positions for local not-for-profits in the region as well that Jim participated on including Junior Achievement, Living Resources and McAulay Living Services.

Jim and his wife Ann have two post college age children and five grandchildren. Jim earned a B.S. in Economics from Niagara University, an MBA in Finance from University at Albany (SUNY) along with a Management Supervisory Studies Certificate from the Cornell ILR school. Ann has an education background and taught early childhood and primary grade levels. Jim and Ann are proud supporters of the West Point Parent’s Club Association.


    • Wholesale Trade
    • General industries
    • Accounting and Law Firms
    • Manufacturing

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.

Rob Coolidge

Senior Vice President

Commercial Credit Specialist

Shirley Peloke

Assistant Vice President

Sales Support Associate

Phil Mooney

Senior Vice President

Treasury Sales Officer

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.