Bank of America is a multinational financial services company based in Charlotte, North Carolina. It provides a full range of banking, investing, asset management, and risk management products and services to individuals, small and middle-market businesses, corporations, governments, and institutions worldwide. The company operates through four primary segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, and Global Markets, and offers deposits and consumer loans, credit and debit cards, mortgages, wealth management and investment solutions, corporate and investment banking, underwriting and advisory services, and market services such as financing, risk management, and custody. It supports treasury, foreign exchange, and related services for clients and maintains a large network of retail centers alongside digital platforms. Bank of America was founded in 1784 and remains headquartered in Charlotte, North Carolina.
President, Bank of America Houston / Division Executive, Bank of America Private Bank
Max Oligario
Senior Vice President, Georgia Market Executive Global Commercial Banking
Lisa Parks
Vice President and Senior Relationship Manager Development Program, Global Commercial Banking
Thomas Stoddard JD
Vice Chairman of Investment Banking
Lauren Trussell
Senior Vice President
Kelly Tyler
President
Harry Yandle
Investment Banking Associate
Past deals in North Carolina
University of North Carolina at Charlotte
Grant in 2022
UNC Charlotte is North Carolina's urban research university. It leverages its location in the state's largest city to offer internationally competitive programs of research and creative activity, exemplary undergraduate, graduate and professional programs, and a focused set of community engagement initiatives. UNC Charlotte maintains a particular commitment to addressing the cultural, economic, educational, environmental, health, and social needs of the greater Charlotte region.
Johnson C. Smith University
Debt Financing in 2021
Founded in 1867, Johnson C. Smith University is a private, liberal arts university located in Charlotte, North Carolina. It offers programs through three colleges: Arts and Letters, Professional Studies, and Science, Technology, Engineering, and Mathematics.
Bell and Howell
Debt Financing in 2015
Bell and Howell, LLC, established in 1907 and headquartered in Durham, North Carolina, specializes in developing and providing hardware and software solutions for mail and commerce operations. The company serves a diverse range of industries, including retail, grocery, pharmacy, banking, insurance, and government sectors, both in the U.S. and internationally. Its product portfolio includes QuickCollect Solutions for automated pickup and retrieval, Production Mail systems for various mail volumes, secure card processing, and comprehensive automation solutions. Additionally, Bell and Howell offers maintenance and repair services, project management, and support infrastructure to ensure optimal performance and efficiency for its clients.
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