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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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Jacob Shklovsky is a Vice President and Senior Relationship Manager for the San Francisco Bay Area Market in Business Banking at Bank of America. 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. Jacob’s mission is to help Bay Area companies thrive by achieving their business goals, no matter how simple or complex.

Jacob joined Bank of America in 2006, and has 16+ years of banking experience. He has held numerous leadership positions during this time in supporting different client segments. Throughout his 16 year banking career, Jacob has served consumer, small business, mid-sized companies and large corporates throughout the United States with their banking needs.

To help create a more sustainable future for the companies and communities he serves, Jacob volunteers with several not-for-profit organizations focused on youth education, economic development efforts, local food banks, etc. He also serves as a mentor for teammates across Bank of America as a member and leader.

Originally from Russia, Jacob immigrated to the United States in 1995 and lives in the East Bay with his wife and 2 children. Jacob enjoys spending time with family, traveling and fishing on the delta.


    • 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.

Kyle Kloninger-Frandy

Sales Support Associate

Therie Ann Bulnes

Vice President

Treasury Sales Officer

Juan Robles

Treasury Sales Analyst

Martin Jindra

Vice President

Lending Officer

Wesley Honstein


Commercial Credit Specialist

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.