About
Luis Untalan provides treasury management services to commercial, private banking, small business, and retail clients in Bend, Portland, and southwest Washington. In his position, Luis serves as a trusted business partner and point of contact by working closely with clients to provide tailored financial solutions to enhance their cash flows and maximize the use of their day-to-day operational funds.
Luis received his bachelor’s in finance from the University of Portland and his Certified Treasury Professional designation from the Association for Financial Professionals.
Areas of Expertise
- Capital markets & funding.
- Cash & liquidity management.
- Commercial banking.
- Property management.
- Risk management & compliance.
- Treasury operations & compliance.
- Working capital management.
Community Involvement
- Philippine American Chamber of Commerce of Oregon (PACCO) — Treasurer.
- Sport Oregon Young Professionals Board — Board member. Education
