Bank of America

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.

Raul Anaya

President

Michael Castiglie

Vice President

Rita Cook

President

John Cooper

Senior Vice President

Omer Farooq

Managing Director

Alberto Garofalo

President

Christopher Hopkins JD

Managing Director, Investment Banking

Matt Linski

President

Rodrigo Lowndes

Managing Director

Al McRae

President

Randy Mitchell

Senior Vice President

Jim Morehead

President

Tom Murphy

Founding Director

Zach Nobis-Olson

Senior Vice President, Asset Based Lending

Hong Ogle

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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