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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

Gloria’s strengths include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions.  Her mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex. Bringing 10+ years of experience, Gloria joined Bank of America in 2017. She has also served as Financial Center Manager & Senior Client Service Team Manager. She began her banking career at Wells Fargo where she was most recently a Home Mortgage Loan Officer in California. Throughout her banking career, Gloria has served mid-sized companies throughout the Southern California area to support their commercial banking needs.

 

To help create a more sustainable future for the companies and communities she serves, she volunteers with several not-for-profit organizations focused on youth education, ending hunger and fundraising, most recently with Foothill Unity Center, Ronald McDonald House & JA Finance Park. She is also a member of Asian Leadership Network, Hispanic/Latino Organization for Leadership & Advancement, and LEAD for Women. In addition, she also serves as a Finance Co-Chair for the ALN Virtual Committee.

 

Gloria was born in Hong Kong, moved to California when she was 19. She graduated with a Bachelor of Arts, Business Administration degree from CSUF and earned her Executive MBA degree from Pepperdine's Graziadio Business School. She also held a Skills Certificate in Advanced Accounting Specialist. Gloria is fluent in Mandarin and Cantonese. She resides in Rancho Cucamonga with her husband, Henry and her children, Everlie and Everett.
  • LANGUAGES

    English & Chinese
  • INDUSTRY FOCUS

    • Wholesale Trade
    • Manufacturing

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.