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San Diego - Banking & Finance |
Specialties: Commercial |
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Donna Marie RobinsonVice President - Bank of America Merrill Lynch
Bank of America Merrill Lynch follows a client management team approach with our clients. We are able to develop specific solutions designed to meet clients' needs. We deliver a personalized client experience led by a dedicated client manager and a core team of specialists. This combines the power of a world-class bank with the focused attention of a local representative.
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(760)697-9040
(800)566-1461 Fax
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7700 El Camino Real
Carlsbad, CA 92009-8504 -
MAP
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| Profession |
Banking & Finance |
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| Specialty |
Commercial |
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| Group |
CLS |
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| Business Name |
Bank of America Merrill Lynch |
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| Title |
Vice President |
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| Address |
7700 El Camino Real
Suite 204
Carlsbad, CA 92009-8504
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| Work Phone |
(760)697-9040 |
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| Fax |
(800)566-1461 |
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| Web Site |
www.bankofamerica.com |
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| Member Since |
11/2011
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The Business Banking Group at Bank of America Merrill Lynch provides specialized banking services to companies with sales revenues between $3.0 million and $25 million. The majority of our clients are privately-owned and the owner(s) typically provide a personal guarantee on the credit facilities.
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Bank of America offers a full range of services which helps 1) clients manage their business (checking and savings accounts, treasury/cash management, online banking, employee banking, retirement plans; 2) grow their business (lines of credit, term loans, real estate financing, equipment financing, SBA loans); 3) protect their business (interest rate risk management, foreign exchange, trade services) and 4) business and personal planning (investment services, personal financial services).
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Clients typically are privately-held with sales sizes of $3.0 million to $25.0 million and have typically been in business for at least two years.
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Clients come from a variety of industries and include manufacturers, distributors, service, wholesalers, healthcare, biotech, clean-tech and nonprofit.
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Bank of America has locations throughout the United States, including almost 6,000 Banking Centers (over 900 Banking Centers in California)
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| Social Clubs |
Encinitas Coastal Rotary Club
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| Charities |
Community Resource Center, Encinitas, CA
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| Graduate Degrees |
University of Chicago: MBA, Business Policy, 1988
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| College Degrees |
University of Chicago: Bachelor's Degree, Economics, 1979
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| Organizations |
North Coastal CPA Society
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