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F

Contact: Donna Harden or Jay Wombolt
Address 6800 College Blvd, Ste. 420 Overland Park Kansas 66211 United States Phone: 913-928-6163 Website: https://firstbankersbanc.com/

Biographical Info

For over 30 years, First Bankers’ Banc Securities, Inc. (FBBS) has worked with over 1,000 clients in more than 25 states. Initially founded with the purpose to service community bank investment needs, the scope of our client coverage has evolved over time. Today, we service investment needs for not only community banks but also trust companies, investment advisors, wealth managers, municipalities, corporations, and individuals. No matter the type of client, we are committed to upholding our philosophy of exceptional service through individualized attention. Our experienced traders and sales representatives are dedicated- to providing the appropriate products, services, and trade execution tailored to our clients’ needs.

The FBBS team believes the success of our clientele is the future of our firm; we invite you to test our commitment.

Categories: Industry Partner, Investment Banking

P

Contact: Jason Batliner
Address 1909 Woodall Rodgers Suite 550 Dallas TX 75201 United States Phone: 214 396 2595 Website: https://www.performancetrust.com/

Biographical Info

Performance Trust helps community financial institutions make better balance sheet decisions so they can serve their communities and help fuel small businesses by using revolutionary strategies, tools, and insights to measure the risk and rewards of cash flows across the entire balance sheet. Education is the cornerstone for all they do which allows their clients to deepen their expertise as they work alongside Performance Trust. Today, Performance Trust is the largest full-service investment bank focused on community depository institutions.

Categories: Industry Partner, Investment Banking, Investment Management Services
Contact: Amy Check
Address 300 5th Ave. Pittsburgh PA 15222 United States Phone: 1-412-395-6902

Biographical Info

The PNC Financial Institutions Group (“FIG”) is an experienced team of professionals focused on building relationships and helping banks of all sizes achieve their strategic goals. Our value-driven strategies are specifically designed around the needs of community banks and focused on balance sheet management, strategic planning, investment banking and capital markets. As part of one of the largest domestic financial institutions ourselves, the breadth and depth of our overall platform is unique and provides us with the ability to share insights on industry trends, market color and ever changing regulations.

 

Categories: Industry Partner, Investment Banking

Q

Contact: Dan Clancy
Address 1350 Church Street Ext. NE, Suite 200 Marietta GA 30060 United States Phone: (678) 797-4088

Biographical Info

QwickRate® offers affordable solutions to help simplify and make work easier for bankers including: premier CD Marketplace for non-brokered funding and investing with over 3,000 institutional subscribers; IntelliCredit™ credit intelligence and loan review solutions for a better, more efficient way to detect/manage credit risk and enable real-time, online loan reviews; and QwickAnalytics® for bank research, analysis and regulatory compliance tools including CECLSolver™ and Credit Stress Test. To schedule a brief tour, or for more information, go to http://www.qwickrate.com or contact Melissa Wallace at melissa.wallace@qwickrate.com.

 

Categories: Industry Partner, Investment Banking

R

Contact: Katie Devine
Address 1100 Ridgeway Loop Rd Memphis TN 38120 United States Phone: 901-531-3347 Toll Free: 8 0 0 – 5 6 4 – 2 2 4 9 Website: http://www.raymondjames.com

Biographical Info

Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,500 financial advisors. Total client assets are $1.18 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at http://www.raymondjames.com.

Categories: Asset/Liability Management, Consulting, Industry Partner, Investment Banking, Investment Management Services