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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 Pfeiffer is Vice President and Senior Relationship Manager with the Commercial Bank at Bank of America serving Orange County. In this role Jason’s responsibilities include delivering strategic financial guidance and solutions to his clients. His mission is to help local companies become more efficient, drive sustainable growth, improve cash flow and invest for the future. He fulfills this mission by focusing on credit and lending solutions, payment solutions and liquidity strategies to privately-held companies in the lower-middle market space. Primary industry sectors include manufacturers, wholesalers, distributors, professional services, importers/exporters, entertainment and non-profit organizations. 

Jason began his banking career with Bank of America in early 2014. Prior to joining Bank of America Jason served in several roles within the financial sector ranging from equipment leasing solutions to commercial real estate and C&I lending, contributing to over 15 years of experience in commercial lending and banking. In his current role Jason supports a small portfolio of local business relationships, working with business owners and their management teams to understand and fuel their strategies and goals. 

Jason is passionate about financial literacy and volunteers his time to provide financial education for the local community as an advocate of Bank of America’s financial literacy programs and through the Orange County chapter of Junior Achievement, where he serves as a board member, mentor and volunteer.

Jason grew up in Mission Viejo, graduating from Mission Viejo High School. He attended college at Point Loma Nazarene University in San Diego where he graduated with a BA in Organizational Management Communications. He currently resides in Irvine with his wife and two sons. His free time is spent with his family, chasing his boys around the park or soccer field, gathering with friends and playing tennis.


    • Healthcare & Physician Practices
    • General industries
    • Accounting and Law Firms
    • Transportation
    • Manufacturing
    • Professional Services
    • Restaurant/Food Industry
    • Technology Services
    • Wholesale Trade

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.

Danae Connolly

Assistant Vice President

Sales Support Associate

Sheena Stewart

Vice President

Treasury Sales Officer

Elline Emperado


Treasury Sales Analyst

Michael Niemiec

Senior 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.