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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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In his role as Vice President and Senior Relationship Manager for Bank of America’s Commercial Banking group. Sergio’s responsibilities include leading a team of specialist to tailor each clients unique needs by delivering integrated financial solutions, consultative advice and a digital-first approach to closely-held companies in the Chicagoland area.

With over 16 years of banking experience, Sergio works with a wide range of industries delivering such advice and tailored strategic financial solutions by collaborating with business owners to achieve their goals and objectives no matter how unique or how complex.


    English & Spanish

    • Wholesale Trade
    • General industries
    • Healthcare & Physician Practices
    • Transportation
    • Manufacturing
    • Engineering Firms
    • Professional Services
    • Technology Services

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.

Christina Roundtree

Vice President

Treasury Sales Officer

Kira Lopez

Vice President

Treasury Sales Officer

Sophia Georgis

Assistant Vice President

Sales Support Associate

Rick Dudek

Senior Vice President

Lending Officer

Ryan Helton

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.