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Unitas to Attend Arizona and Colorado Bankers Conference

Arizona & Colorado Bankers Conference

Screen Shot 2021-11-11 at 3.25.23 PMWe are beyond excited that Arizona & Colorado Bankers Associations are teaming up to provide a unique opportunity to gather in person for the first time in over a year. Our own Jim Perry and Allen Moss will be attending! Stop the Unitas booth to register to win a YETI cooler a grab a delicious Cheryl's cookie! 🍪

At Unitas, we know that community banks are a driving force in their community’s success. That’s why we develop innovative, fully customizable portfolio protection programs and other financial products for lenders and investors, enabling them to remain strong, efficient, and protected as they continue to grow and enrich their communities. Jim Perry, VP of Business Development, and Allen Moss, VP of Business Development, will be on hand to answer questions about Collateral Protection Insurance including Blanket 360, which provides coverage for auto, mortgage, and equipment portfolios. 

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

SVP, 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. Jim currently resides in Arvada, CO with his wife and enjoys traveling, hunting, backpacking, and cheering on the Army football team in his free time. Jim 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

 

 

Allen Moss

VP, Regional Business Development

Allen joined the Unitas Financial Services team in October of 2019 as a Vice President of Regional Business Development. Allen is a graduate of the United States Military Academy at West Point with a major in Mathematics. After graduating from West Point, Allen spent time at Schofield Barracks, Hawaii as an Infantry Officer. Following that assignment, Allen was selected to join the 75th Ranger Regiment at Fort Benning, Georgia, where he served as the Reconnaissance Company Operations Officer. Allen currently resides in Columbus, Ohio, and enjoys traveling, the outdoors, sports, and reading. Click here to schedule a meeting with Allen Moss. 

 1-800-461-9224 x1023

 

6 Reasons Blanket Equipment Insurance is the best option for your collateralized loan portfolios.

  1. Prevents negative contact with borrowers 
  2. Blanket 24/7 protection for uninsured losses 
  3. Improves efficiency for your staff 
  4. Coverage includes collision, rollover, fire, and theft 
  5. High coverage limits 
  6. Coverage satisfies auditor and examiner requests 

Learn more about Blanket Insurance

 

About Unitas Financial Services

Our Values

We value honesty and integrity, vast product knowledge, and maintaining long-term collaborative partnerships with our clients.

How We Move Our Mission Forward Every Day

We respond quickly; we do what we say we will do, we exceed expectations, we are always learning, we value our relationships with each other and our customers, and demonstrate that daily to our colleagues and customers.

Visit us at Unitas360.com.

 

 

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