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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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In college at Jacksonville University I earned a degree in Marketing and Economics before accepting a commission in the United States Marine Corps. I served with 5th Marines as an infantry and legal officer, resigning my commission at the rank of Captain.

My career in financial services includes both retail and wholesale distribution as a registered representative with FINRA, specializing primarily in multi-family real estate, specifically Section 42 Affordable Housing Tax Credits. With more than 30 years of finance experience and as a Senior Relationship Manager with Bank of America I am focused on providing compressive financial and banking services to businesses primarily in manufacturing, transportation and aerospace industries. My focus is working with senior management collaboratively to increase income and reduce taxes, increasing  cash flow. My family and I live in Laguna Hills, California since 1987.


    • Manufacturing
    • Transportation

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.

Brett Straw

Assistant Vice President

Sales Support Associate

Sheena Stewart

Vice President

Treasury Sales Officer

David Bielenberg

Assistant 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.