

Insurance:
TSCC 2541/The Glen Condo’s – Toronto, ON: Board chose to insure through FS Insurance Brokers national program which provided a broad spectrum of coverages at a comparable premium
Silo Point Condominium & Community Association – Baltimore, MD: FS Insurance Brokers enhanced building coverage by over $40,000,000 and saved this new client over $20,000 in premium
Twin Rivers Lake Condominium Association – East Windsor, NJ: Partner agent enhanced property coverage with Extended Replacement Cost and the association received $15,000 in premium savings at renewal
River Oaks Brookfield II – Woodbridge, VA: Partner agent enhanced property coverage with Extended Replacement Cost and saved the association 17% in premium
Lending:
Cash Management:
Corriente Condominium- Scottsdale, AZ: Assisting with placement of $1,200,000 in settlement proceeds which will result in over $26,000 of annualized interest
Pinnacle Canyon- Tucson, AZ: Increasing portfolio’s average yield by 47% and will assist with managing their CD ladder
Park Terrace – San Diego, CA: Increasing portfolio’s average yield by over $40,000 (167% increase) and will assist with managing their CD ladder
Tesoro Del Valle Master – Valencia, CA: Increasing portfolio’s average yield by over $29,000 (178% increase) and will assist with managing their CD ladder
One Las Vegas – Las Vegas, NV: Increased portfolio’s average interest earned by over $26,000 (350% increase) and will assist with managing their CD ladder
Pacific Legends Green Valley – Henderson, NV: Reallocated balances to increase portfolio’s average yield by 360%
The Aviary – Murphy, TX: Reallocated balances to increase portfolio’s average yield by 88%
South Padre Island – Houston, TX: Reallocating balances to increase portfolio’s average yield by 178%
Hearthstone at West Bristol – West Bristol, PA: Reallocated $307,403 to help earn an additional $1,525 per year
Carriage Run – Skippack, PA: Reallocated $214,058 to help earn an additional $1,263 per year
Lake Wynonah – Auburn, PA: Reallocated $3,706,008 to help earn an additional $5,078 per year
Fernleigh – Valley Forge, PA: Reallocated $240,258 to help earn an additional $1,476 per year
Victoriana – Echelon, NJ: Reallocated $406,067 to help earn an additional $4,940 per year
Commons at Laurel Creek – Mt. Laurel, NJ: Reallocated $1,478,367 to help earn an additional $5,475 per year
Coventry Village – West Chester, PA: Reallocated $300,887 to help earn an additional $3,172 per year
Harbors Haverstraw – Haverstraw, NY: Reallocated $577,712 to help earn an additional $1,742 per year
Towamencin – Harleysville, PA: Reallocated $716,375 to help earn an additional $2,304 per year
Goose Creek Master – Ashburn, VA: Reallocated $1,073,556 to help earn an additional $9,370 per year