Unitas Financial Services is thrilled to be attending the Mountain West Credit Union Associations Annual Meeting & Convention this year. This conference will be held Wednesday, April 24, 2019 - Friday, April 26, 2019 in Scottsdale, AZ. Our President, Bill Jones along with Tod Hastings, VP of Business Development and 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 and register to win a GoPro Hero 7!
Bill Jones
President
Bill founded Unitas Financial Services in 1995 as the President and with over 20 years experience in the specialty insurance field for lenders has grown it into one of the largest providers of specialty lending insurance in the Midwest. Bill maintains an active role in Unitas Financial Services with much of his time assisting with claims, customer service initiatives, and insurance company relationships. Bill also continues to service accounts in the field and assists other Unitas Financial Services agents with their territories. He graduated with a degree in engineering and economics from the U.S. Military Academy at West Point, New York and had tours of duty in Germany and in the Persian Gulf with the U.S. Army. Bill has 5 children, lives in Dublin, Ohio and enjoys The Ohio State University sports, hunting, and the outdoors in general.
Are you frustrated by inefficiencies of tracking insurance on your portfolio?
Did you know you can eliminate insurance tracking and most forced placed policies with blanket solutions?
Bill Jones (WY) will be attending the convention with Tod Hastings (AZ & NM) and Jim Perry (CO& CA) to help credit unions streamline their portfolio protection.
Tod Hastings
VP, Regional Business Development
Tod has been a Regional Sales and Service Manager at Unitas Financial Services since 2009. He currently is servicing customers in the Northeast, East and Southwest areas of Ohio, as well as the states of Indiana and Pennsylvania. After graduating with a B.S. in Business from Miami University in 1989, Tod has spent the past 22 years in the lending and financial services industries in various leadership and sales roles. His experience includes management positions with Wells Fargo Financial, Option One Mortgage, John Deere Credit and Chase Home Lending. Tod makes his home in Johnstown, Ohio, with his wife and two sons. Tod enjoys playing golf in his spare time and rooting for The Ohio State Buckeyes. Tod is advising credit unions in Arizona, New Mexico and the Dakotas.
Tod, and Unitas Financial Services would like to invite you to schedule a free assessment of your coverage. No sales pressure, just free advice.
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 credit unions in Colorado and California.
Jim, and Unitas Financial Services would like to invite you to schedule a free assessment of your coverage. No sales pressure, just free advice.
