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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 VP, Senior Relationship Manager at Bank of America, my mission is to cultivate and nurture valuable business relationships, one connection at a time. Being a trusted Bank of America Business Banker means building unwavering trust, providing tailored solutions, and serving as a professional consultant to companies with annual revenues ranging from $5 million to $50 million.

Now, let's venture beyond the numbers and delve into my personal side. When I'm not diving into financial strategies, you'll often find me teeing off on the golf course or immersing myself in captivating books. Tennis and wine tasting are among my cherished pastimes, adding flavor and zest to my life. And let's not forget my true passion: the art of cooking.

But my dedication extends beyond the boardroom and the kitchen. I believe in making a positive impact in my community. Currently, I serve on the board of the Boys & Girls Club of San Dieguito in sunny San Diego, CA.

Bringing together my extensive banking expertise, personal passions, and commitment to community service, I strive to deliver excellence in all aspects of my professional and personal endeavors. So, let's connect and explore how we can achieve greatness together!
  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • General industries
    • Agriculture
    • Manufacturing
    • Not-for-profit
    • Professional Services
    • Emerging Growth Companies

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.

Sergio Cuen

Sales Support Associate

Cilla Weichselbaum

Vice President

Treasury Sales Officer

Dalton Bray

Senior Vice President

Commercial Credit Specialist

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.