Topic: Do You Have the Right Banks? Capabilities, Service, and Price
Speaker: James G. Brunnquell, CTP
Topic Description: No two relationships between banks and their corporate clients are the same. As the world moves towards real time treasury, the strength of each relationship depends on many factors, including product mix, price, customer service, the ease of doing business, and the technological capabilities of the bank.
We will examine different corporate/bank relationships, based on the latest Phoenix-Hecht studies, and discuss proactive steps that corporates can take to ensure that they have the best bank relationships possible.
Speaker Bio: Jim is a senior relationship manager at Phoenix-Hecht, handling the firm's relationships with U.S. national and regional banks. Prior to joining Phoenix-Hecht, Jim was with Mellon Bank and Citizens Bank; holding various lending, management, and sales positions in Credit Policy, Business Banking, Commercial Banking, and Treasury Management.
Jim has been a CTP since 1997, has a B.A. in Economics from Gettysburg College, and is a speaker at many regional AFP conferences.