We are thrilled to be attending the IBC's 46th Annual Convention being held Wednesday - Friday, September 25 - 27, 2019 at the Vail Marriott Mountain Resort, 715 West Lionshead Circle! This year's convention theme is Community Banks - Your Golden Ticket! Our own Jim Perry, VP of Business Development, will be on hand to answer questions about Collateral Protection Insurance including our newest product, Blanket 360, which provides coverage for auto, mortgage, and equipment portfolios. Read more about it in our latest press release. Be sure to stop by our exhibit to register to win a Yeti Cooler and grab a delicious Cheryl's Cookie!
Jim Perry
VP, Regional Business Development
Jim joined Unitas Financial Services in November of 2018 as a VP of Regional Business Development. He will primarily be consulting with lenders in California and Colorado. Jim is a graduate of the United States Military Academy at West Point with a major in Economics. After graduating from West Point, Jim spent time at Fort Stewart, Georgia as an Infantry Officer. After his time in the Army, Jim sold commercial real estate and worked as a mortgage banker at a number of companies. Jim currently resides in Hilliard, Ohio with his wife Brittany and enjoys traveling, hunting, backpacking, and cheering on the Army football team in his free time. Jim is advising banks in Colorado on portfolio risk management and related efficiencies.
Jim, and Unitas Financial Services would like to invite you to schedule a free assessment of your coverage. No sales pressure, just free advice.
Click here to schedule a meeting with Jim Perry.
