| Name | Title | Contact Details |
|---|---|---|
Matt Basque |
VP IT Lending Delivery Manager II | Profile |
Sean Leary |
AVP, IT System Engineer | Profile |
Kathleen Heroux |
Vice President of Information Technology and Operations Manager | Profile |
Univest Corporation of Pennsylvania is a vital, growing company with deep ties to its local communities. Our rich history is enhanced by our desire to remain close to our customers, so we can deliver excellent service and solutions to meet their financial needs. Univest`s financial solutions for your life and business include banking, insurance, investments, trust, wealth management, leasing, and mortgage banking. Univest Corporation of Pennsylvania, including its wholly-owned subsidiary, Univest Bank and Trust Co., Member FDIC, has approximately $4.2 billion in assets and $3.2 billion in assets under management and supervision through its Wealth Management Division. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. Univest delivers these services through a network of more than 50 offices in southeastern Pennsylvania extending to the Lehigh Valley and Lancaster, as well as New Jersey and Maryland
Calvin B. Taylor Bankshares, Inc. is a Berlin, MD-based company in the Financial Services sector.
At Community West Bank, we believe that local deposits should work locally. We have full-service branches in Goleta, Santa Barbara, Santa Maria, Ventura and Westlake Village, in addition to a San Luis Obispo loan production office, making loans to businesses, individuals and non-profit organizations. As a locally owned and managed business bank on California’s Central Coast, we appreciate the opportunity to serve you. We are the bankers you want on your side, providing the financing, services and trusted advice that businesses need in order to succeed.
dover-philafcu is a Dover, OH-based company in the Financial Services sector.
Optifino is a stealth fintech backed by some of Silicon Valleys best VCs. Marrying expertise in the financial, technology and life insurance industries. Our mission is to transform and demystify life insurance by systematically optimizing transparency, protection, tax management, and liquidity. By applying proprietary technology we have created a revolutionary solution designed to bridge the gap between life insurance and investing to deliver value at every interaction.