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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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Profile

As a Vice President Relationship Manager at Bank of America, I'm dedicated to delivering exceptional service to my clients in the Greater Washington D.C. Area. My focus is on building long-term relationships with business owners, entrepreneurs, and executives, understanding their unique financial needs, and providing personalized solutions to help them achieve their goals.

I leverage Bank of America's innovative digital platforms, such as Cash Flow Manager and Treasury Management tools, to help clients streamline their financial operations, optimize cash flow, and make informed decisions. My multi-lingual skills also enable me to connect with a diverse client base, ensuring that language barriers don't hinder their access to tailored banking solutions.

With over 15 years at Bank of America, I've seen the industry evolve and developed a deep understanding of clients' financial needs. My longevity has allowed me to build strong relationships with colleagues and clients, making me a trusted advisor. I've gained a unique blend of institutional knowledge, industry insights, and relationship-building expertise. This enables me to provide comprehensive solutions that meet complex client needs. My experience has taught me the importance of adaptability, innovation, and personalized service.
  • LANGUAGES

    English , Spanish & Portuguese
  • INDUSTRY FOCUS

    • General industries

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.