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J.P. MORGAN CHASE BANK-2016
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J.P. MORGAN CHASE BANK-2016
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Last modified
3/31/2017 12:58:30 PM
Creation date
1/10/2017 3:43:03 PM
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Contracts
Company Name
JP MORGAN CHASE BANK
Contract #
A-2016-366
Agency
FINANCE & MANAGEMENT SERVICES
Council Approval Date
12/6/2016
Expiration Date
12/31/2019
Insurance Exp Date
6/1/2017
Destruction Year
0
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Responsibilities <br />Role Relationship Manager <br />Address 3 Park Plaza, Suite goo <br />Irvine, CA 92614 <br />Phone (949)$33 -4o6t <br />Fax (949) 833 -4737 <br />Email kerwin.p.deese @jpmorgan.com <br />Kerwin will continue to lead the City's banking team focusing on the quality delivery of our services. <br />He will continue to: <br />• Serve as your primary point of contact for the bank's full capabilities <br />• Recommend products and services that meet the City's needs and goals, including financing solutions, <br />treasury management and other banking services <br />• Oversee delivery of products and services including financing, treasury services and other financial services <br />• Address your overall satisfaction with the J.P. Morgan banking relationship <br />Kerwin's colleague, Heather Usiski, will serve as a back -up Relationship Manager to the City. She is also located <br />in the Irvine office and can be reached at 949 -833 -4379 or heather.d.usiski @jpmorgan.com. <br />Biography <br />Kerwin P. Deese has over 13 years of banking and account management experience and is focused exclusively on <br />public sector clients in Southern California. He primarily serves large municipalities, counties and water districts <br />in the region, and provides financial consultation on financing solutions, treasury management and other <br />banking services. <br />Kerwin previously served as a banker and commercial credit officer to the middle market where he provided <br />treasury and financing solutions to help his clients streamline their operations and grow their businesses. His <br />cash management and credit underwriting experience allows him to be a valuable resource in helping his <br />government clients with operational efficiency and risk management initiatives. <br />A graduate of Florida State University, Kerwin holds a double major in Multinational Business Operations and <br />Marketing. He is active with the California Municipal Treasurers Association, California Society of Municipal <br />Finance Officers, California Association of County Treasurers & Tax Collectors and Association of California <br />Water Agencies. <br />2014- Present Vice President, Relationship Manager, JPMorgan Chase Bank, N.A. <br />• Government Banker and Relationship Manager to public sector clients in <br />Southern California. <br />Page 7 J.P. Morgan <br />
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