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2024 Business Owner Report

This year’s survey explores the perspectives, aspirations and outlooks of small and mid-sized business owners across the U.S.

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

Bringing 20 years of experience, Jason joined Bank of America in 2022. Most recently he was the Chief Credit Officer with Community West Bank. Throughout his banking career, Jason has served mid-sized companies throughout the Central Coast of California to support their commercial banking needs.

To help create a more sustainable future for the companies and communities he serves, Jason volunteers with several not-for-profit organizations focused on homelessness, access to clean water and access to affordable healthcare.  

A native of San Luis Obispo, CA, Jason graduated with a Bachelor of Science in Business from Cal Poly-San Luis Obispo, a Master of Business Administration from Colorado State University, and attended Pacific Coast Banking School. Jason resides in San Luis Obispo, CA with his wife and three adult children.


    • Technology Services
    • Emerging Growth Companies
    • General industries
    • Accounting and Law Firms
    • Agriculture
    • Engineering Firms
    • Professional Services

    • REACH Council
    • SLO County CASA
    • Central Coast Economic Forecast
    • Bank of America Neighborhood Champion Committee

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.

Jazmin Navarro

Sales Support Associate

Sherry Shanrock

Vice President

Treasury Sales Officer

Marcie Schrum


Commercial Credit Specialist

Nancy Savage Purcell

Vice President

Lending 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.