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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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Profile

As a Sr. Relationship Manager, I assist small and midsize businesses in reaching their goals by taking a unique consultative approach that utilizes technology to assist businesses with improving processes, procedures and profits. In order to support my clients in reaching their goals sooner, I ask many questions and offer advise that allows us to have conversations not many of my clients have had with their previous advisors. I bring this same style of servant leadership to Bank of America and am the COO and Project Manager for the LEAD (for Women) Enterprise team for which I curate content and also find creative ways to bring volunteer opportunities to the Bank.

I bring 20 years of banking experience to Bank of America and have worked with all industries. My past experiences as a top banker include; consumer lending, business development, cash management, SBA lending, commercial banking, leading teams and more. Outside of banking I have experience as an entrepreneur, consultant, CFO and technology. My experiences have led me to become an expert in the manufacturing, distribution and technology sectors and I understand the importance of cash flow and how small changes can enhance a companies long-term trajectory. Collaboration and teamwork are the keys to my success and I utilize my strong network to bring in internal and external experts to assist companies in creating solutions curated to their business needs. 

Personally - I was born in Bismarck, ND and earned a wrestling scholarship to Minnesota State Mankato from where I graduated with a double major in finance and management. Additionally, I have an MBA from The UW Consortium. My wife Tessa and I have 5 very active children and I am passionately involved in their sports and activities - either coaching or cheering them on as their number one fan.
  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • Manufacturing
    • Technology Services
    • Wholesale Trade
    • Emerging Growth Companies
    • Not-for-profit
  • COMMUNITY

    • Volunteer - Doxa Church (Salt Network)
    • WI Governor’s business plan judge
    • Bank of America WI community volunteer chair
    • Volunteer football & wrestling coach
    • Former finance committee city of Stoughton, WI

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.

John Dugger

Assistant Vice President

Sales Support Associate

Rick Dudek

Senior Vice President

Commercial Credit Specialist

Kim Endsley

Director

Treasury Sales Officer

Kira Lopez

Vice President

Treasury Sales Officer

Thomas Burgess

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.