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Episode 120:  Is My Money Safe? And Other Small Biz Banking Questions
Episode 120

Episode 120: Is My Money Safe? And Other Small Biz Banking Questions

PMP Industry Insiders

March 23, 202342m 54s

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Show Notes

Hosts:  Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services   Guest: Lee McInnis, Senior Vice President, Fidelity Bank   Description:  On the heels of the second largest bank failure in U.S. history, Dan and Donnie welcome Lee McInnis, senior vice president of Fidelity Bank, to the podcast to discuss small business banking issues. They discuss banking with small and regional banks, the best strategies to mitigate risk, how to get loans and lines of credit, and more.