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Whiteboard Session: Rick Levy

  • Addison Treehouse 14681 Midway Road Addison, TX, 75001 United States (map)

Since 2011, Rick has been a Vice President for the Small Business Banking for Bank of America. Previous location was in Chicago but is currently working in the Addison and N Dallas area. He works very closely with small business clients and prospects providing a consultative banking approach to help streamline their business banking functions and processes. He manages the relationship for clients under $10MM/year in total sales and provides a supporting role for their lending needs, cash flow management, deposit relationships, and all other financial solutions for their business needs.

Rick can meet about:

  • Finance
  • Banking
  • Cash flow management

Click here to schedule an appointment!