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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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Profile

Stephanie leads a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions. Stephanie’s mission is to help growing and mid-size companies to access liquidity to support their working capital needs, to make cost-efficient FX payments, and to finance strategic asset purchases such as real estate and equipment. Stephanie and her team deliver the full set of solutions that Bank of America has to offer, customizing the approach for each company. This also includes employee benefits, business succession planning and business owner financial wellness.

With over 12 years of banking experience working with high-net-worth individuals and business owners, Stephanie specializes in asset managers, food and beverage, and consumer products.

Originally from China, Stephanie values her bicultural experience. She’s passionate about volunteering and promoting financial empowerment programs in her children’s schools and in the community she resides. 
  • LANGUAGES

    English & Chinese
  • INDUSTRY FOCUS

    • Retail
    • Emerging Growth Companies
    • General industries
  • COMMUNITY

    • Operation Committee Member of Asian Business Council at Bank of America
    • Active volunteer and participant for causes target issues related to education, nutrition, youth financial empowerment, veterans support, and climate action

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.

Lucia Pimentel

Assistant Vice President

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.