TreaSolution Client Testimonials
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“In 2014, [we] engaged Dan to perform a Treasury Review project through his TreaSolution, Inc. consulting firm. On our project, Dan was able to successfully combine his treasury expertise and experience with his strong analytical and communication capabilities to scope out and execute a project that was valuable for our situation. During the engagement, Dan and his associate interacted well with the treasury department staff by being detailed and inquisitive without being confrontational. The deliverables and recommendations in Dan's project report are a valuable references for us as we prioritize the actions we can take within our resource limits to continuously improve” Mike S., Director, Assistant Treasurer $2.8 Billion / Year Manufacturing Company “Dan's insight and ability to structure a custom solution was instrumental to our successful project implementation.” Tim C., Vice President of Treasury Large Real Estate Investment Trust Company "Dan it thorough, logical and most of all, patient. He did a great job of navigating us through a complex RFP decision." Newlin R. Chief Investment Officer "Dan is a consummate professional with a broad knowledge of treasury issues, products, and staffing trends. I enjoy working with him and consider him to be a valued business partner." Richard B., Treasury Manager Large Global Non-Profit Organization |
"TreaSolution, Inc. conducted a very thorough review of the Treasury functions for our $750 Million Healthcare System. The review identified control weaknesses as well as opportunities to improve efficiencies. TreaSolution assisted our Health System further with the selection of a treasury workstation that would benefit both the treasury personnel as well as the accounting staff."
Linda B., Chief Financial Officer $750 Million / Year Healthcare System “During every phase of the project it was clear that TreaSolution's professionalism and industry thought-leadership were second to none! One of the many aspects of this engagement that we found valuable was TreaSolution's comprehensive understanding of treasury best practices.... Ultimately, I feel hiring TreaSolution was money well spent.” Matt M., SVP of Finance Large Real Estate Management Company “Dan and TreaSolution did a great job reviewing and documenting the systems our cash management group used.” Jeffrey S., VP, Director of Cash Management Large Real Estate Management Company |
