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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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JUAN CORTEZ

Vice President

Senior Relationship Manager

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Ask Me About:

What coaching baseball taught me about business

Juan is driven by providing advice and solutions to clients that demonstrates meaningful value.

Profile

Juan draws on nearly 30 years of experience to understand business needs and deliver the right solutions to help businesses achieve their goals.  Having worked with companies from the startup stage to the C-level suite at Fortune 100 companies, Juan understands how critical active listening is.  Truly understanding what drives a need and why, are at the core of his approach.  From there Juan will work to deliver the right resources and align the relationships needed to achieve his client’s goals.

‘Seeing the big picture while sweating the small stuff’ is a phrase that Juan has relied on to help a packaging company streamline operations and increase cashflow, a manufacturer find the optimal financing structure for its warehouse and equipment acquisitions and a family business finance a transition to it’s second generation.  It’s these type of experiences that drive Juan’s interest in finding value for business enterprises and its’ owners. 

During personal time, Juan enjoys spending time with his wife and kids, traveling, working out and taking long walks with his black lab, Rocky.

  • LANGUAGES

    English & Spanish

  • INDUSTRY FOCUS

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

  • COMMUNITY

    • Volunteer: Feed My Starving Children
    • Former Baseball Coach, Briarcliffe Baseball & Wheaton Park District

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.

Veronica Cano

Assistant Vice President

Sales Support Associate

Matt Salatino

Vice President

Lending Officer

Christina Roundtree

Vice President

Treasury Sales 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.

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