Profile

Kasey is an Vice President, Relationship Manager covering the Southern New Jersey market for Business Banking at Bank of America. In this role, Kasey manages a portfolio of Business Banking relationships and serves as a trusted advisor in delivering various banking products to meet their needs. As the primary point of contact for the relationship, Kasey coordinates and leads a team of financial specialists to deliver credit, cash management and international banking solutions, to companies generally with $5 million to $50 million in annual revenues. These companies include manufacturers, wholesalers, and distributors for both general industries and agriculture, active in the Central and Southern New Jersey market and its surrounding communities.

With more than 9 years of financial services experience, Kasey has held a number of roles within Bank of America. She joined Bank of America in 2013 as a Wealth Management Client Associate providing white glove service to high net worth clients, deepening relationships, and assisting with daily portfolio management. Seeking to expand her knowledge of institutional clients she transitioned into an Analyst role within Investment Banking focusing on lower middle market businesses considering a sale, merger, acquisition or recapitalization. In her current role Kasey will consult with business principals to gain an understanding of the operation and serve as an advocate for the relationship within the bank by collaborating with product specialists in the delivery of strategic, integrated financial solutions and guidance.

Active in the community, Kasey volunteers for organizations such as Habitat for Humanity, HISPA, Association of Latino Professionals for America (ALPFA), and Junior Achievement USA. She served on the board for ALPFA as their Community Affairs VP driving external Diversity & Inclusion efforts. She enjoys planning and participating in community events, gathering with friends & family, traveling domestically & internationally, and staying active in various sporting and outdoor activities.

Kasey is originally from Newark, NJ. She graduated with a Bachelor’s Degree in Psychology from The College of New Jersey. Kasey speaks fluent Portuguese. She presently resides in Philadelphia, PA and works in Princeton, NJ.
  • LANGUAGES

    English & Portuguese
  • INDUSTRY FOCUS

    • Wholesale Trade
    • General industries
    • Manufacturing
    • Not-for-profit
    • Professional Services

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.

Amita Bhatia

Vice President

Treasury Sales Officer

Lisa Wyckoff

Assistant Vice President

Treasury Sales Analyst

Cynthia Leefe

Assistant Vice President

Sales Support Associate

John Heubel

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

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

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

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.