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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.

Learn More

Profile

As an experienced Senior Business Relationship Manager with a demonstrated history of working in the financial services industry for over 21 years, Tony works with mid-sized companies and serves as the primary point of contact for clients.  He is skilled in Commercial Lending, which includes Commercial Real Estate, Working Capital, and Equipment Finance.

Tony uses his wealth of knowledge in portfolio management to expand client relationships, develop personnel, and collaborate with internal and external partners.  He takes pride in working with his clients to identify customized solutions tailored to their business goals.
  • LANGUAGES

    English & Vietnamese
  • INDUSTRY FOCUS

    • Technology Services
    • Wholesale Trade
    • Emerging Growth Companies
    • General industries
    • Manufacturing
  • COMMUNITY

    • Tony lives in San Jose, California. He prioritizes community involvement and is an active participant in the region.

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.

Cassandra Berumen

Sales Support Associate

Oralia Calderon

Vice President

Treasury Sales Officer

Susana Gutierrez

Vice President

Treasury Sales 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.