Episode 120: Is My Money Safe? And Other Small Biz Banking Questions - a podcast by Coalmarch & PCO Bookkeepers

from 2023-03-23T10:00

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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.

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