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55A - RESO - DEPOSITORY SRVS
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12/15/2015
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55A - RESO - DEPOSITORY SRVS
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Last modified
12/10/2015 4:56:37 PM
Creation date
12/10/2015 4:25:50 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55A
Date
12/15/2015
Destruction Year
2020
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preapo aai fora' tfre City (if `:w<arnt.a Awn JT Moro n <br />t <br />Predict Consuftatron anrJ ManatCemenC <br />your Treasury Management Officer, Manish Patel, will: <br />Hello to maintain an appropriate account structure <br />Tailor solutions specific to the City, using our suite of cash management products and services <br />Introduce new products and services as they become available <br />Client Service <br />Your dedicated Client Service Professional, Georgina Gomez, will: <br />Serve as your central point of contact for any inquiries, research issues and status updates across all <br />product lines <br />Credentials and Related Experience <br />Office Address <br />Phone <br />Fax <br />1,7875 von Kerman, Floor 01 <br />Irvine, GA, 92614 <br />..._...949 -833- 4739 __.. <br />... <br />949-833-4737 . <br />E.maiB amy.rutz@chase.com <br />Ms. Amy Rutz will serve as the primary relationship manager for the City. Ms. Rutz leads the public <br />sector baniking team in Southern California and serves as an industry expert and resource for public <br />sector organizations. She is committed to fully understand all of the City's banking needs and future <br />plans to make sure J.P. Morgan dedicates all of the right resources. Ms. Rutz has more than 12 years <br />of commercial banking experience, spending the majority of that time working with the public sector. <br />She received her Bachelor's Degree in Business Administration from the University of Wisconsin - <br />Milwaukee and an MBA at Marquette University. <br />Office Address 17875 Von Karman, Floor fit <br />Irvine, CA, 92614 <br />Phone 949 -833 -4763 <br />Fax 949- 833 -4725 <br />E -mail manish.m.patel Ojpmchase.com <br />Manish is a Sales Otficer for the Treasury Services Organization within J.P. Morgan Chase. Manish <br />leads the sales efforts focused on Government client segments within the state. He has over 8 years <br />experience in the banking industry with the majority of that time spent focusing on Cash Management, <br />A graduate of the University of Wisconsin - Madison, Manish holds a BS in Economics and received his <br />MBA from the University of Wisconsin- Milwaukee. He is a Certified Treasury Professional, jCTPj as <br />recognized by the Association for Financial Professionals. <br />Poqe 56 <br />55A -76 <br />
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