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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

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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