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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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Stacy So is a Vice President and Senior Relationship Manager for the Inland Empire market in Business Banking at Bank of America. In this capacity, her responsibilities include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions. Stacy’s mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex.

Bringing 19 years of experience, Stacy specializes in commercial lending, treasury services, and trade finance. Throughout her banking career, Stacy has served mid-sized companies throughout the Inland Empire, North Orange County, and Los Angeles areas to support their commercial banking needs.

To help create a more sustainable future for the companies and communities she serves, Stacy volunteers with several not-for-profit organizations focused on cancer research and homelessness.

: Chino Hills, CA

Education: University of California, Los Angeles B.S. Biology

•Habitat for Humanity
•American Heart Association

Professional Employee Programs:
•Asian Leadership Network

    English & Chinese

    • Wholesale Trade
    • General industries
    • Manufacturing

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.

Tina Ly

Assistant Vice President

Sales Support Associate

Ricardo Marquez


Treasury Sales Analyst

Ryan Leavitt


Treasury Sales Officer

Jorge Sustaita


Commercial Credit Specialist

Carlos Torres

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.