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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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Profile

In her role as a Senior Relationship Manager for Bank of America's Commercial Banking group, Lisa delivers integrated financial solutions, consultative advice and a digital-first approach to closely-held companies in the Chicagoland area.  Tailoring her approach to each client, she works with her team to drive growth and efficiency where it's needed most.  

Although, Lisa has spent the bulk of her career in banking, she began her careers at a start-up staffing company, heled grow the firm to be a multiple INC 500 winner and assisted in a successful sale.  This experience allowed her to have a unique perspective since she had personally experienced the joys and challenges of a growth business.  Her ultimate mission is to maximize the potentials of her clients' businesses, themselves personally and their employees.
  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • Wholesale Trade
    • Emerging Growth Companies
    • General industries
    • Healthcare & Physician Practices
    • Transportation
    • 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.

Tania Diamond

Assistant Vice President

Sales Support Associate

Rick Dudek

Senior Vice President

Lending Officer

Christina Roundtree

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.