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Profile

Jan Schorr, Senior Vice President is a Senior Relationship Manager for the Colorado market in Commercial Banking at Bank of America Merrill Lynch.  In this capacity, Ms. Schorr’s responsibilities include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions.  Jan’s mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex. 

Bringing over 30-years of banking and finance experience, Jan joined Bank of America Merrill Lynch in 2015.  Prior to joining Bank of America, Ms. Schorr was a strategic & capital finance advisor to hospitals & healthcare systems at both Ponder & Co. and Melio & Company.  Prior to this, she worked in the treasury department of Catholic Health Initiatives, one of the largest healthcare systems in the U.S., as the Director, Capital Finance where she was responsible for the issuance of the System’s $1+ billion bond issue and managing all commercial banking relationships.  Prior to being a municipal advisor, she worked as an Investment Banker at both Bear Stearns, in its Health & Education Finance Group, and George K. Baum in its Healthcare Group.  Prior to Investment Banking, Jan worked as a healthcare credit analyst at Ambac, a municipal bond insurance company.
 
To help create a more sustainable future for the communities she serves, Jan serves on the Board of several not-for-profit organizations focused on population health and education, including The CO Ivy Women Group and Kavod Senior Life.  She also serves as a mentor for teammates across the Bank of America Merrill Lynch platform to help develop future leaders.  

Originally from New York City, Jan holds an M.H.A. from New York University with a concentration in healthcare finance and a B.S. from The University of Pennsylvania with a degree in Physical Therapy.

Jan resides in Denver, CO.

Jan holds the Series 7 & 63 FINRA registrations.

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Meet the Team

With access to the global resources of Bank of America Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Brenda Conroy

Assistant Vice President

Sales Support Associate

Ryan Katapski

Assistant Vice President

Treasury Solutions Officer

Andrew Cummings

Assistant Vice President

Treasury Solutions Analyst

Marybell Trujillo

Vice President

Lending Officer

Why Bank of America Merrill Lynch?

Businesses turn to BofAML for complete financial solutions and guidance. Whether you are seeking to fund growth, enhance cash flows, do business internationally, reduce risks, support employees, or grow personal wealth, we work with you closely to help deliver our powerful platform — locally and globally.


You can benefit from:

Personalized guidance from a dedicated and local Relationship Manager who understands your business goals

Personalized guidance from a dedicated and local Relationship Manager who understands your business goals

Our longstanding U.S. presence and access to more than 140 currencies and 200 territories, which can help you achieve the full potential of your business, wherever your ambition takes you

Our longstanding U.S. presence and access to more than 140 currencies and 200 territories, which can help you achieve the full potential of your business, wherever your ambition takes you

Connections with personal wealth management specialists in U.S. Trust and Merrill Lynch, who understand how business owners’ personal wealth is closely intertwined with their business finances

Connections with personal wealth management specialists in U.S. Trust and Merrill Lynch, who understand how business owners’ personal wealth is closely intertwined with their business finances

Let's have a conversation.

There is no substitute for a one-on-one relationship with a Bank of America Merrill Lynch relationship manager who is committed to your needs. Request an appointment today.

JAN SCHORR

Senior Vice President
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