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Events

We're Sponsoring 2020 Independent Banker of Colorado Convention

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We are thrilled to be sponsoring the IBC's 47th Annual Convention, taking place Friday, September 25 from 9:00 a.m. – Noon, for their Annual Meeting & Industry Update. Our own Jim Perry, VP of Business Development, will be on hand to answer questions about Collateral Protection Insurance including our flagship product, Blanket 360, which provides coverage for auto, mortgage, and equipment portfolios. Read more about it in our latest press release.

Jim Perry attend Independent Banker of Colorado's Annual ConventionJim Perry

VP, Regional Business Development

Jim joined Unitas Financial Services in November of 2018 as a VP of Regional Business Development.  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 Arvada, Colorado with his wife 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. 

 1-800-461-9224 ext. 1046

 

Read more about Jim's Journey here: A Veteran Legacy Helps Power Unitas Financial Services' Expansion

 

 

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