Treasury Strategies, Inc. Expands its Financial Services Practice

CHICAGO--(BUSINESS WIRE)-- Treasury Strategies, Inc. has expanded its Financial Services consulting practice with the addition of two seasoned industry practitioners, James E. Holtgrieve and Dale R. Sorenson, who join the firm as Principals. The move was prompted by increased demand from the firm’s bank and non-bank solution provider clients to develop sound liquidity product strategies, mitigate risk and navigate regulatory upheaval.

“Given the rapid pace of market change, our clients are acutely aware of the need to act quickly. Jim and Dale will help them develop effective strategies to respond to and capitalize on opportunities,” explains Dave Robertson, a Partner with Treasury Strategies.

In their new roles, Holtgrieve and Sorenson will work with banks and non-bank solution providers to improve product positioning, strengthen operations and increase profitability in liquidity management, payments and treasury services.

“Jim’s experience managing operations and positioning products and deposits is an asset our clients will be able to leverage immediately,” says Cathy Gregg, a Partner with the firm.

Prior to joining Treasury Strategies, Holtgrieve held senior management positions with Deloitte Consulting, Marketsphere Consulting and Gateway Consulting Partners, as well as product and portfolio management roles at two regional banks.

“Dale has a wealth of expertise consulting to treasurers and banks in global treasury services, as well as hands-on knowledge of treasury operations, treasury systems, risk management and liquidity management. This deep experience will bring significant value to our clients,” says Robertson.

Prior to joining Treasury Strategies, Sorenson held senior management roles at PricewaterhouseCoopers and Arthur Andersen, as well as global treasury services with JPMorgan Chase.

About Treasury Strategies

Treasury Strategies, Inc. is the leading Treasury consulting firm working with corporations and financial institutions. Our experience and thought leadership in treasury management, working capital management, liquidity and payments, combined with our comprehensive view of the market, rewards you with a unique perspective, unparalleled insights and actionable solutions.

CONTACT:

Treasury Strategies, Inc.
Kyle O’Connor
312.628.6927
Kyle_Oconnor@TreasuryStrategies.com

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