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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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I’ve been in banking for over 15 years, working in commercial banking and experienced in developing relationships with medium sized US corporations across a wide range of industries. Prior to joining Bank of America’s team in Charlotte, I worked at Fifth Third Bank, HSBC and Citi, helping generate significant revenue from lending and non-lending products including acquisition financing & structuring, global cash management, FX, interest rate and commodity derivatives, trade and supply chain financing. I spend several years working in New York City, Washington DC, and happy to call Charlotte home. 

Outside of work, I enjoy spending time on activities that have a positive impact on my work-life balance and my family life. I was born in Peru and have two young girls,  I’m very proud of the banking profession that I have been part of all these years – banking is an essential and stimulating profession, serving and advising our clients to optimize their return and growth. 

    English & Spanish

    • Technology Services
    • Wholesale Trade
    • Emerging Growth Companies
    • Accounting and Law Firms
    • Transportation
    • Manufacturing
    • Not-for-profit
    • Professional Services

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.