Banking Strategies for Business Professionals: Managing Operating Accounts & Rental Housing Portfolios
Thursday, May 8, 2025 (10:30 AM - 11:30 AM) (PDT)
Description
Join us for an insightful webinar with Elizabeth Morales and Jennifer Bushnell from Chase Bank, as they share expert banking strategies tailored for rental property owners and business professionals. Learn how to effectively manage your operating accounts, optimize cash flow, and protect your finances with best practices designed to keep your rental housing portfolio running smoothly.
In this session, they will cover:
- The importance of an operating account for property owners
- Best practices for managing cash flow and financial planning
- Fraud prevention and securing your accounts
- Banking services and tools designed to streamline property management
Elizabeth Morales
Treasury Management Officer
(949) 471-9862
As a seasoned commercial property banking expert with 18 years of experience, I offer extensive knowledge and insights to my real estate clients. I am dedicated to delivering personalized service and competitive banking solutions to enhance their cash flow operations. Outside of work, I cherish spending time with my family, practicing yoga, and exploring San Diego's outdoors and food culture.
Jennifer Bushnell
Treasury Sales Associate
(949) 475-7279
jennifer.bushnell@chase.com
With over 20 years of experience in commercial property banking, I specialize in delivering personalized service and innovative solutions to optimize cash flow for real estate clients. My unique industry insights enable me to effectively support and guide my clients. Outside of my professional pursuits, you can find me exploring and hiking in beautiful California, enjoying wine, and cheering for our local sports teams.
Images

, CA United States