Bank of America Merrill Lynch Business Banking Adds Senior Client Manager in Philadelphia

Kathleen Stanczak has joined Bank of America Merrill Lynch’s Business Banking division as a senior client manager in Pennsylvania.  In this role, Stanczak will lead a commercial banking client relationship team in providing strategic, integrated financial advice and solutions to small and mid-sized companies in Philadelphia and the surrounding communities of Montgomery, Delaware, Bucks, Chester. 

She will also help business executives and owners access the personal financial and wealth management services offered through the extensive network of Merrill Lynch financial advisors and U.S. Trust. 

“At Bank of America Merrill Lynch, we understand the vital role of small and mid-sized businesses in the local economy and that businesses today want someone who understands their specific situation,” said Kathy Thomas, Business Banking market executive for Pennsylvania.  “Kathleen brings strong banking experience and deep local knowledge to help serve our Pennsylvania business clients.”

A Pennsylvania native, Stanczak brings nearly 20 years local banking experience and joins Bank of America Merrill Lynch from another financial institution where she was most recently a principal relationship manager in the Business Banking group.  Over the past two decades, she has held several key roles of increasing responsibility, including commercial underwriting and portfolio management, with banks in Philadelphia and Delaware County.

Stanczak holds an undergraduate degree in finance and business from LaSalle University, and an MBA in finance from Temple University. 

A resident of Lafayette Hill, she is active in the local community as a volunteer with Cradles to Crayons and Philabundance.