business meeting

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.

Learn More


In his role as a Relationship Manager for Business
Banking, Simon leads a team of specialists focused on
understanding each client’s unique needs. Together
they deliver a variety of financial solutions and advice
that helps companies in the sales range of $5 to $50
million. Simon has a special interest in manufacturing
and distribution.

One of the Advantages Simon brings is financial
knowledge with over 20 years of banking experience.
To help create a more sustainable future for the
companies and communities he serves, Simon
volunteers with not for-profit organizations focused on
supporting youth in Middle/High School. Simon is
passionate about education and volunteering to
support water and the environment in Minnesota and
across the world.

Simon graduated in 2017 with MBA in Business Management and Finance from University of Wisconsin River Falls. 

Simon is Fluent in both English and Swahili. Outside of Bank of America, Simon enjoys travelling.


    • General industries
    • Engineering Firms
    • Government Contractors
    • Transportation
    • Manufacturing

    • Board Member H20 for Life -White Bear Lake

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.

Matt Herman

Vice President

Treasury Sales Officer

Edith Szorc

Treasury Sales Analyst

Chad Kardash

Senior Vice President

Lending Officer

Andi Treuchel

Sales Support Associate

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.