WSFS

WSFS Strengthens Executive Leadership Team to Support Next Phase of Growth

Retrieved on: 
Mardi, mai 21, 2024
Banking, Professional Services, Finance, Communication, Accounting, Art, Marketing, CFO, Rutgers University, McKinsey & Company, Bačci, Commercial, Engineering, Consumer, WSFS Bank, Citigroup, General Electric, Columbia Business School, Growth, Treasury, Culture, Columbia University, Materials science, Materials Science and Engineering, Wealth management, Executive, Capital punishment, WSFS, Management

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, announced today that David Burg will join the Company as Executive Vice President, Chief Financial Officer on August 15, 2024.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, announced today that David Burg will join the Company as Executive Vice President, Chief Financial Officer on August 15, 2024.
  • Prior to joining WSFS, Burg held several senior leadership positions during his nearly 17 years at Citigroup.
  • WSFS also announced that Arthur J. Bacci will assume the role of Executive Vice President, Chief Operating Officer, coincidental with the appointment of Burg as CFO.
  • Bacci joined WSFS in April 2018 as Executive Vice President, Chief Wealth Officer.

WSFS Announces Brooke Moyer as Senior Vice President and Director of Loan Syndications

Retrieved on: 
Jeudi, avril 18, 2024
Banking, Professional Services, Finance, Customer, Capital market, Commercial, Economics, CRE, Shippensburg University of Pennsylvania, J. P. Morgan, Senior, Investment banking, Acquisition, WSFS Bank, WSFS, Growth, C&I, Security (finance)

WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce the hire of Brooke Moyer as Senior Vice President and Director of Loan Syndications, reporting to Jim Gise, Senior Vice President, Middle Market, Syndications and Capital Markets.

Key Points: 
  • WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce the hire of Brooke Moyer as Senior Vice President and Director of Loan Syndications, reporting to Jim Gise, Senior Vice President, Middle Market, Syndications and Capital Markets.
  • “We look forward to leveraging Brooke’s experience and expertise in loan syndications to continue to build out this important and growing line of business for WSFS,” said Gise.
  • Prior to joining WSFS, Moyer was a Vice President of Loan Capital Markets at J.P. Morgan, where he was responsible for structuring and broadly syndicating loans for financial institution borrowers in J.P. Morgan's Commercial & Investment Bank.
  • Moyer has also held positions in credit risk and corporate banking at J.P. Morgan, where he worked on loan transactions from an underwriting and relationship perspective.

WSFS Bank Launches Early Pay, Enabling Customers to Receive Eligible Direct Deposits Early

Retrieved on: 
Lundi, avril 15, 2024
Finance, Banking, Professional Services, Other Professional Services, Asset Management, Automated clearing house, ACH, Customer, Social Security, Social, WSFS Bank, Government, WSFS, Bank

WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), announced it has launched Early Pay, which allows Customers to receive eligible direct deposits from their employers up to two days early.

Key Points: 
  • WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), announced it has launched Early Pay, which allows Customers to receive eligible direct deposits from their employers up to two days early.
  • Early Pay is also available for recurring government benefits, such as Social Security payments.
  • “We’re thrilled to be able to offer Early Pay to our Customers to help streamline their eligible direct deposits and enable them to access funds sooner,” said Shari Kruzinski, Executive Vice President, Chief Consumer Banking Officer at WSFS Bank.
  • The direct deposit must be to a WSFS Bank personal account and indicate that it is a payroll or recurring government benefit in the Automated Clearing House (ACH) description.

WSFS Financial Corporation Announces First Quarter 2024 Earnings Release Date and Conference Call

Retrieved on: 
Jeudi, avril 11, 2024
Banking, Professional Services, Finance, WSFS Bank, WSFS, Interest

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, expects to report its first quarter earnings at the end of business Thursday, April 25, 2024.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, expects to report its first quarter earnings at the end of business Thursday, April 25, 2024.
  • Management will conduct a conference call to review this information at 1:00 p.m. Eastern Time (ET) on Friday, April 26, 2024.
  • Interested parties can register in advance here or access the conference call live at investors.wsfsbank.com .
  • For those who cannot access the live conference call, a replay will be accessible shortly after the event concludes through the links above.

WSFS CARES Foundation Provides More Than $185K in First Quarter Grants to Community Organizations

Retrieved on: 
Mercredi, mars 27, 2024
Professional Services, Philanthropy, Environmental, Social and Governance (ESG), Socially Responsible Investing, Finance, Foundation, Banking, Delaware State University, DLC, Altruism, Organization, University, Science, Education, WSFS, Temple University, NJCC, Research, Economic development, Acquisition, WSFS Bank, Volunteering, CDFI, STEMM, Engineering, Ecosystem, DPP, Distance, Rehabilitation, Medicine, Nursing

The WSFS CARES Foundation, the charitable giving arm of WSFS Bank (Nasdaq: WSFS), announced it has provided grants to five organizations as part of its continuing series of philanthropic activities by WSFS and the Foundation.

Key Points: 
  • The WSFS CARES Foundation, the charitable giving arm of WSFS Bank (Nasdaq: WSFS), announced it has provided grants to five organizations as part of its continuing series of philanthropic activities by WSFS and the Foundation.
  • “The mission of the WSFS CARES Foundation is to support nonprofits that are invested in improving communities and fostering a spirit of inclusion and diversity,” said Patrick J.
  • Ward, Executive Vice President, Pennsylvania Market President at WSFS Bank and Chairman of the WSFS CARES Foundation.
  • We are grateful to WSFS for their investment in the revitalization of this Wilmington, Delaware community.”

Reverse Mortgages Can Provide Needed Cash Flow and Flexibility, But Educational Opportunities Still Exist, WSFS Mortgage Study Reveals

Retrieved on: 
Mardi, mars 19, 2024
Professional Services, Residential Building & Real Estate, Finance, Construction & Property, Banking, Personal Finance, Tax, Learning, Education, Ageing, WSFS, Knowledge, Sale, Wealth management, Long-term care, WSFS Bank, Life, Insurance, Senior, Housing, Retirement, Opinium Research, Real estate

According to a new study from WSFS Mortgage, a division of WSFS Bank (Nasdaq: WSFS), most homeowners with knowledge of reverse mortgages agree they can allow you to stay in your home longer (79%) and provide needed cash flow (76%) in retirement.

Key Points: 
  • According to a new study from WSFS Mortgage, a division of WSFS Bank (Nasdaq: WSFS), most homeowners with knowledge of reverse mortgages agree they can allow you to stay in your home longer (79%) and provide needed cash flow (76%) in retirement.
  • “A reverse mortgage could be a good option for those seeking to strengthen their cash flow in retirement.”
    The nationwide study, which surveyed 750 homeowners aged 60 years or older, gauged respondents’ financial stability, knowledge and attitudes toward reverse mortgages.
  • Lack of knowledge around reverse mortgages may be driving homeowners to overlook them as a viable option for their financial situation.
  • “Cash flow from a reverse mortgage can be an alternative source to a traditional investment portfolio.

WSFS Announces Jamie Tranfalia as Senior Vice President and Senior Middle Market Team Leader

Retrieved on: 
Jeudi, mars 14, 2024
Banking, Asset Management, Professional Services, Finance, American Heart Association, Organization, Liberty, Humanity, Business administration, WSFS, USO, WSFS Bank, Senior, KeyBank, Biology, United States Air Force, Commerce, Capital market, Master of Business Administration, Community, Citizens Bank, Wells Fargo, Colorado State University

WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce the hire of Jamie Tranfalia as Senior Vice President and Senior Middle Market Team Leader, reporting to Jim Gise, Senior Vice President, Middle Market, Syndications and Capital Markets.

Key Points: 
  • WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce the hire of Jamie Tranfalia as Senior Vice President and Senior Middle Market Team Leader, reporting to Jim Gise, Senior Vice President, Middle Market, Syndications and Capital Markets.
  • In his role, Tranfalia will support and develop a team of Middle Market Relationship Managers to retain and deepen existing Middle Market relationships, acquire new relationships, and in general promote the WSFS Middle Market brand.
  • “We are excited for the experience and expertise Jamie brings to the Middle Market Team and our Customers,” said Gise.
  • “I look forward to helping grow WSFS’ market share and serving our Customers and their evolving needs.”
    Prior to joining WSFS, Tranfalia was Market President and Middle Market Team Leader at KeyBank, where he oversaw customer service and business development throughout Eastern Pennsylvania and Southern New Jersey.

WSFS Names 10 Associates to Senior Leadership Positions

Retrieved on: 
Jeudi, mars 7, 2024
Banking, Asset Management, Professional Services, Finance, Senior, WSFS Bank, Community, WSFS, SVP, Management

WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce that the following 10 Associates from across the organization have been appointed to Senior Vice President (SVP) positions:

Key Points: 
  • WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce that the following 10 Associates from across the organization have been appointed to Senior Vice President (SVP) positions:
    “These Associates embody our mission of ‘We Stand for Service’ by consistently excelling in their support of our Customers, Communities and Company,” said Lisa Brubaker, Executive Vice President, Chief Human Resources Officer.
  • “They earned these appointments through their professional growth, embrace of challenges and dedication to their roles.
  • These appointments also demonstrate the continued success of our efforts to attract, retain and develop talent.”

Bryn Mawr Trust Announces Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors

Retrieved on: 
Mardi, février 20, 2024
Banking, Professional Services, Finance, A. G. Edwards, Truist, Senior, Fidelity Investments, J. P. Morgan, Lincoln University, Growth, Temple University, Social, TD Ameritrade, MBA, Security, Social Security, History, WSFS, Wealth management, Penn Mutual, TIAA, Client, Drexel University, Management

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors in Berwyn, Pa.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors in Berwyn, Pa.
  • In their roles, Lyons and Wagner will lead the Berwyn team of advice-driven, cross-functional advisors, including investment advisors and wealth trust advisors.
  • They will be responsible for delivering on the Client experience, business results, community visibility and brand development in the market.
  • “We’re thrilled to continue our growth with the appointment of Don to his new role and the hire of Angela,” said Jamie P. Hopkins, Senior Vice President, Director of Private Wealth Management.

Women Are Feeling Financially Prepared For Retirement Thanks To Hands-On Planning, According To A New Study From Bryn Mawr Trust

Retrieved on: 
Jeudi, février 15, 2024
Women, Personal Finance, Finance, Asset Management, Consulting, Banking, Professional Services, Consumer, Social media, Senior, Woman, Trust, Thought, Retirement, Hobby, Opinium Research, Learning, WSFS, Wealth management

Among women who are currently not retired, only 38% are anxious or overwhelmed when thinking about retirement planning.

Key Points: 
  • Among women who are currently not retired, only 38% are anxious or overwhelmed when thinking about retirement planning.
  • While emotional readiness plays a huge role in money management and financial planning, the majority (87%) of women feel financially well prepared for retirement.
  • More specifically, 87% feel well prepared or moderately prepared, while only 13% report feeling not prepared financially for retirement.
  • Beyond feeling financially well prepared for retirement, most of these women are also confident in their ability to sustain and enjoy themselves in retirement.