Fort Myers: Bank on Success – Strategies to Safeguard Your Business

This session will feature a panel discussion followed by a mini workshop, providing even more opportunities to learn and engage. Our knowledgeable speakers will share practical tips and strategies to help you make informed decisions that protect your financial interests.

Sponsors

1. Priority Business Solutions
2. LMCU
3. Gulf Coast Business Bank
4. BankUnited

Emcee

Dana Brunett, Deputy Director, Lee County Economic Development. Mr. Brunett possesses 35 years’ experience as an economic development professional. He has experience in the public, private and non-profit sectors. Mr. Brunett has managed organizations involved in economic development entrepreneurship, small business lending and training programs in New York, Puerto Rico and Florida. He is a graduate of State University of New York at Fredonia with a BS in Economics. Presently, he enjoys building models and spending time with Sharon, his wife of 38 years.

Panelists

Jayne Malinowski, VP Regional Mortgage Production – FL Lake Michigan CU of Florida – Jayne has been a VP and Mortgage Production Manager for the past 9 years with LMCU of FL. She manages 18 team members. Jayne has held various positions in the financial industry for 30+ years. She started with LMCU when the Credit Union had 1 Branch in Bonita Springs. She has seen LMCU grow to 22 Branches from Naples to Tampa. LMCU MI/FL is now the 3^rd largest credit union mortgage lender in the United States among over 4,000 credit unions. We are also the No 1 credit union in giving our revenue back to our members in the form of lower interest rates on loans and higher interest rates on deposits.

Jonathan Gabel, CEO Priority Business Solutions – Priority Business Solutions specializes in building long term mutually beneficial relationships with merchants of all industries including Hospitality, Food and Beverage, Resort/Lodging, Wholesale Business to Business, Retail, eCommerce and all services and trades. Our focus on personalized relationships and value allows us to get to know you and your business in depth in order to provide solutions best fit for your operation. In regards to merchant account and payroll processing, POS solutions and creative funding, ALL servicing is handled locally, right here in SWFL. Jonathan is a member of the Above Board Chamber of Florida.

Lisa Portnoy Hurm | VP | Market Leader Lee and Collier Counties for BankUnited – Lisa Portnoy has spent 37 years in the banking industry, with the past 16 years as VP Market Leader for BankUnited. Lisa started her career as a part time teller in Citibank NY and moved up the ranks quickly, becoming a vice president by age 25. In 1996, Lisa relocated to Florida and continued her banking career. Throughout the 3 decades, one thing has remained the same, Lisa’s passion to help clients grow and succeed in their business. She does that with a mantra of exceptional customer service—and being available to her clients whenever they need her.

Tanya Stephens,  Vice President, SBA Banker for Gulf Coast Business Bank – Tanya Stephens is a seasoned Commercial Banker from the Midwest. She has a bachelor’s degree in business and a master’s in health care administration. She is a graduate of Ag School of Banking and Advanced School of Banking through the Nebraska Kansas Bankers Association. Tanya is also a licensed Realtor in Nebraska and Florida. Tanya’s favorite part of her job is listening to how her clients got into their business and helping them to formulate a plan to achieve their goals. In her free time, Tanya enjoys traveling with her husband, paddle boarding, kayaking, playing pickle ball, and cooking. Tanya and her husband have two grown children, a daughter in college and a son serving in the U.S. Navy.