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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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Marcus Hale is a Vice President, Relationship Manager in Business Banking, for Bank of America Merrill Lynch in San Diego CA.  In this capacity his responsibilities include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions.  Marcus’ mission is to help local companies thrive by achieving their business goals no matter how simple or how complex they might be.  His partnership and expertise in finding solutions, ability to connect experts in every area of business will streamline your needs and save you capital to reinvest in your company. 

Marcus has over 20 years’ experience in the financial industry, finding financial solutions for his clients.  He is active in the community with Habitat for Humanity, Make a Wish Foundation, The Red Boot, Local Fire Fighters Foundation, The South Western Yacht Club and The Marlin Club of San Diego. 

Marcus is the husband to wife Lori Hale for over 24 years and has a son Ethan who is 13.  Marcus and his family were raised in Point Loma and have lived there for over 40 years.



    • Restaurant/Food Industry
    • General industries
    • Accounting and Law Firms
    • Agriculture
    • Engineering Firms
    • Government Contractors
    • Transportation
    • Manufacturing

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.

Lindsey Kuykendall

Assistant Vice President

Sales Support Associate

Cilla Weichselbaum

Vice President

Treasury Sales Officer

Dalton Bray

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

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.