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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

Todd Kwok is a Vice President and Relationship Manager for the City of Industry market in Commercial Banking at Bank of America Merrill Lynch.  In this capacity, his responsibilities include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions.  Todd’s mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex.

Todd joined Bank of America in 1991, where he has held a variety of positions. His prior roles have included Client Manager in the Small Business Client Managed Division as well as leading the Consumer Solutions Specialist Group. Throughout his banking career, Todd has served mid-sized companies throughout the Los Angeles area to support their commercial banking needs.

Todd is an active member of the Asian Leadership Team (ALT) and Hispanic/Latino Organization for Leadership and Advancement. Todd is also a contributing member and volunteer at a local temple (Ming Ya Buddhist Temple).

Originally from Vietnam, Todd graduated with BA in Business-Administration from Cal State University, Los Angeles.  He resides in Temple City, CA.

  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • General industries

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.

Alice Novelich

Assistant Vice President

Sales Support Associate

Carlos Torres

Assistant Vice President

Commercial Credit Specialist

Lauren Dixon

Assistant Vice President

Treasury Solutions 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.