First Western Trust’s Post

Cant do them all in 17 days but the stars aligned for this deal to happen fast (!). Pleasure getting this done for you STEVE SROUR Jonathan Srour To many more in ‘24 ! Linnea McArt Mitchell A. Chiasson SOMALY SIPILA #privatebanking #customlending #quickclose #privatebank #1cb #1stcenturybank #multifamily #multifamilyrealestate #multifamilyinvesting

In a recent piece by Adams Street Partners, "In Private Credit Manager Selection, the Devil is in the Diligence", one of their primary takeaways is that investors should "Look for private credit managers with three key characteristics to avoid losses and produce alpha – a proven approach to underwriting, a differentiated approach to originating and winning deals, and a capital base that matches their opportunity set." Click here to read the full article: https://ow.ly/tMlu50RnbPq

In an interview with the Kansas City Business Journal, Commercial Capital CEO Mitch Rice discusses how building a mutual trust with Kansas City area banks played a key role in the growth of Commercial Capital. Read more: https://hubs.ly/Q02Ff1Bt0 #EquipmentFinance #CommercialCapital

🚀 Exciting News! 🌟 Thrilled to share the outstanding results from our collaboration with Valley First Credit Union! 🎉 Chris Hawitt, VP of Operations and Digital Strategy, says it best: 'I highly recommend Nettra Media - they were a game-changer for our credit union.' 📈🚀 A big thank you to Chris and the entire Valley First team for trusting us with your success. 🙌 Explore the full success story here: https://buff.ly/3UY6UZL #NettraMedia #SuccessStory #DigitalMarketing" 🌐💼

I will be speaking at the Community Bankers Association of Oklahoma's - Horizon Bankers Annual Conference this June! As I prepare for my presentation, I want to hear from you. What hot topics affecting your institution from a regulatory perspective would you like me to cover? Share your thoughts in the comments below! #communitybanking

In between meetings with 3 different teams at Merrill Lynch in La Jolla, CA. I just left a voicemail for a #mutualfundwholesaler. His internal partner’s name is Joe Smith. If that name doesn’t scream “ witness protection” I don’t know what does! I told him as much on his voicemail. 😂 #KeepItLowFrictionAndNonfiction #medicareexecutionprocess #wealthmanagement #ria #financialadvisors #financialplanning

Make Your Credit Union a Place Talent Wants To Be. It's an easy thing to do when you work with PARC Street Partners to implement a SERP for the executives you don't wan't to lose. All of our plans are customized to each credit union and executive.

[WEBINAR] To stay ahead of the curve, how can businesses anticipate and adapt to potential shifts in underwriting criteria driven by market trends? Join Oak Street Funding's Underwriting and Sales teams as they discuss the current market environment and delve into the world of underwriting: https://hubs.ly/Q02zYbZ10 | #OakStreetFunding #RIA #Advisors #CPA #INS #InsuranceIndustry

Focusing on what you can’t control can be a form of avoidance. Instead, turn your attention to actionable matters. Wendy Cai-Lee, founder and CEO of Piermont Bank, shares more insightful lessons in this Art of Leading interview with The ExCo Group's Adam Bryant. 🔗 https://hubs.la/Q02rtWcC0 #FocusOnControllable #ActionableInsights #PersonalGrowth

Apex CEO and President, Ron Weaver, reflects on the history of the company and the important role that a partnership with Fulton Bank played in growing #TeamApex Learn more in this article from PennLive.com https://ow.ly/Ix1X50PoqcU #FultonBank #PennLive #BusinessGrowth