|
QUESTIONS |
ANSWERS |
| Date:
|
7/20/09 |
|
Proposing Member: |
Fred Vandervort |
| Member No.:
|
40 |
|
Category (Type of Business):
|
Banking |
|
Applicant's Firm Name: |
M&I Marshall & Ilsley
Bank |
|
Address:
|
1510 West Southern Ave |
|
City: |
Mesa |
|
State:
|
Arizona |
| Zip:
|
85202 |
Representative(s) attending meetings:
1
(Name)
(Title)
2 (Name) (Title) |
Jake Ulrich, Branch
Manager |
| 1)
How long has sponsoring member known this proposed member?
How well do you know firm and representative? |
Little over Two
Years. My company has done it's banking thru M&I for six
years and has received excellent support and service. |
|
2) Is this person the executive decision maker?
|
Yes |
| 3) Is this person the actual owner of the
business? |
No |
|
4) What makes this proposed member superior to
its competition? In what way(s) does the proposed member's
business stand out from its competition? |
They are
expanding their branches in order to service more clients.
Professional and accommodating personal keeping me up to
date on current banking practices. |
|
5) How would sponsoring member rate proposed
member's business reputation and ethics? (Case History) (A
1-2 word response of excellent or very good does not apply) |
Jake already
has the accounts of several MABE members. He is an avid
biker (both motor and pedal). He has mentored two young men
and is active in Big Brothers & Big Sisters. |
|
6) Can proposed member attend the weekly Friday morning
meetings on a consistent and regular basis? |
Yes |
| 7)
Has proposed member been advised on the rules and guidelines
on MABE? |
Yes |
|
8) Has proposed member been advised of quarterly dues and
initiation fees? |
Yes |