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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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Joey Fan is a Vice President, Senior Relationship Manager for Bank of America’s City of Industry San Gabriel Valley Business Banking Group. In this capacity, his responsibilities consist of leading a team of financial specialists to deliver tailored credit, deposit, and cash management solutions for privately-held companies with annual revenues from $5 million to $50 million. These businesses include retailers, wholesalers, manufacturers, import/exporters, distributors, logistics and transportation providers, professional services, healthcare services, real estate and non-profit organizations.

Joey joined Bank of America in 2015 and is based out of City of Industry, CA. Prior to joining the bank, he was a Business Relationship Officer, Business Relationship Manager and Business Client Advisor for the Los Angeles, Inland Empire/Orange Business Banking Group of MUFG Union Bank for 13 years.

Activities involved in the community include volunteering works for Tzu Chi Foundation, a non-profit organization, for its various community services, including nursing home visitations, Food Bank volunteering, medical outreach, and providing food and necessities for the needed elderly and homeless. Joey also services as a volunteer for student driver, and assisting the treasurer for Band and Color Guard booster of Ayala High School in Chino Hills. Joey is a founding member of Asian Pacific CPA Association, which is a non-profit organization founded in 2016 with members consisted of mainly business professionals.

Born and grew up in Taiwan until 14, Joey came to United States and started his high school in Southern California. He Graduated from California State University of Los Angles with a BA degree in Business Administration/Finance, and minor in Economics. Joey lives with his wife, Kathy, and his daughter, Charlene in Chino Hills, CA.

    English , Chinese & Mandarin

    • Restaurant/Food Industry
    • Technology Services
    • Wholesale Trade
    • General industries
    • Healthcare & Physician Practices
    • Transportation

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.

Nam Gip


Sales Support Associate

Sherrie Wu

Vice President

Treasury Sales Officer

Liliana Sandoval

Vice President

Treasury Sales Officer

Priya Patel

Treasury Sales Analyst

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.