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55E - RESO - AGMT - DEPOSITORY SRVS
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55E - RESO - AGMT - DEPOSITORY SRVS
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Last modified
12/1/2016 5:01:03 PM
Creation date
12/1/2016 4:49:35 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55E
Date
12/6/2016
Destruction Year
2021
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Responsibilities <br />Role Relationship Manager <br />Address 3 Park Plaza, Suite goo <br />Irvine, CA 92614 <br />Phone (949) 833-4061 <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.usiskci @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 />55E -102 <br />
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