CTOs on the Move

National Penn

www.nationalpenn.com

 
National Penn Bancshares, Inc., with approximately $8.6 billion in assets, is a bank holding company headquartered in Allentown, Pennsylvania.  National Penn Bank operates 111 branch offices comprising 110 branches in Pennsylvania and one branch in Maryland. National Penn’s financial services affiliates are National Penn Wealth Management, N.A., including its National Penn Investors Trust Company division; National Penn Capital Advisors, Inc.; Institutional Advisors LLC; and National Penn Insurance Services Group, Inc., including its Higgins Insurance and Caruso Benefits Group divisions. But those are just the facts.  Ultimately, we strive to be the most highly regarded financial institution within the markets we serve.
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details

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Parallel Financial

As an independent financial services firm with an unwavering commitment to our clients success, we use innovative and creative thinking to find opportunities for our clients. Offering no ties or financial interests in any products we propose, we can tap into a world of financial possibilities unique to our clients financial goals. In the last ten years, weve helped over 300 families gain confidence and clarity regarding their money. Guiding investments through an intelligent, disciplined approach while fiercely protecting interests and transparency, we strive to help our clients feel confident in their financial future. We pride ourselves at Parallel Financial by practicing what we preach with our investments, creating financial strategies that hold insight and integrity aligned with our own goals and objectives, and mirroring the same process we utilize with our clients. To learn more about Parallel Financial, visit https://www.parallelfinancial.com/.

Pacific Coast Bankers Bank

PCBB was created with the sole purpose of helping community-based financial institutions become stronger. Our goal is to provide fellow bankers with high-quality, competitively-priced banking solutions and professional advice. PCBB provides a comprehensive set of products and services covering multiple areas, including: accounting and risk consulting, including CECL, commercial banking, hedging, international, and a host of other advisory services. All services are designed to help community-based financial institutions compete more effectively, as we never compete against you for customers.