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Northwest Bancshares, Inc.
N/A
Northwest Bancshares, Inc. operates as the holding company for Northwest Bank, a state-chartered savings bank that provides personal and business banking solutions. The company accepts various deposits, including checking, savings, money market deposit, term certificate, and individual retirement accounts. It also offers loan products comprising one-to-four-family residential real estate loans and loans collateralized by multi-family residential and commercial real estate; commercial business loans; and consumer loans, including automobile loans, sales finance loans, unsecured personal loans, credit card loans, and loans secured by deposit accounts. The company also offers investment management and trust services. As of December 31, 2021, it operated 170 community-banking locations in Pennsylvania, Western New York, Eastern Ohio, and Indiana. Northwest Bancshares, Inc. was founded in 1896 and is headquartered in Columbus, Ohio.
No tags available.
Symbol: NWBI
Recent Price: $13.23
Industry: Banks - Regional
CEO: Mr. Louis J. Torchio
Sector: Financial Services
Employees: 1975
Address: 3 Easton Oval, Columbus, OH 43219
Phone: 814 726 2140
Last updated: 2024-12-31
Orrstown Financial Services, Inc.
N/A
Orrstown Financial Services, Inc. operates as the holding company for Orrstown Bank that provides commercial banking and trust services in the United States. The company accepts various deposits, including checking, savings, time, demand, and money market deposits. It also offers commercial loans, such as commercial real estate, equipment, construction, working capital, and other commercial purpose loans, as well as industrial loans; consumer loans comprising home equity and other consumer loans, as well as home equity lines of credit; residential mortgage loans; acquisition and development loans; municipal loans; and installment and other loans. In addition, the company provides renders services as trustee, executor, administrator, guardian, managing agent, custodian, and investment advisor, as well as provides other fiduciary services under the Orrstown Financial Advisors name; and offers retail brokerage services through a third-party broker/dealer arrangement. Further, it offers investment advisory, insurance, and brokerage services. The company operates through offices in Berks, Cumberland, Dauphin, Franklin, Lancaster, Perry, and York counties, Pennsylvania; and Anne Arundel, Baltimore, Howard, and Washington counties, Maryland, as well as Baltimore City, Maryland. Orrstown Financial Services, Inc. was founded in 1919 and is based in Shippensburg, Pennsylvania.
No tags available.
Symbol: ORRF
Recent Price: $36.75
Industry: Banks - Regional
CEO: Mr. Thomas Rodney Quinn Jr.
Sector: Financial Services
Employees: 410
Address: 77 East King Street, Shippensburg, PA 17257
Phone: 717 532 6114
Last updated: 2024-12-31
PB Bankshares, Inc.
N/A
PB Bankshares, Inc. focuses on operating as a holding company for the Presence Bank that provides various financial products and services in Pennsylvania. The company accepts various deposits, including demand deposit accounts, savings accounts, money market accounts, and certificate of deposit accounts. It also provides one- to four-family residential real estate, commercial real estate, commercial and industrial, construction, and consumer loans, as well as home equity lines of credit. In addition, the company offers remote deposit capture, commercial cash management, and mobile deposits, as well as online and mobile banking services; and invests in various securities. It operates through a network of three branch offices and two loan production office in Chester, Lancaster, and Dauphin Counties, Pennsylvania. PB Bankshares, Inc. was founded in 1919 and is based in Coatesville, Pennsylvania.
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Symbol: PBBK
Recent Price: $15.31
Industry: Banks - Regional
CEO: Mr. Janak M. Amin
Sector: Financial Services
Employees: 36
Address: 185 East Lincoln Highway, Coatesville, PA 19320
Phone: 610 384 8282
Last updated: 2024-12-31
Peoples Financial Services Corp.
N/A
Peoples Financial Services Corp. operates as the bank holding company for Peoples Security Bank and Trust Company that provides various commercial and retail banking services. The company accepts money market, NOW, savings, individual retirement, demand deposit, and certificates of deposit accounts. It also provides residential real estate, automobile, manufactured housing, personal, and home equity loans; and commercial real estate, working capital, construction, small business administration, and agricultural loans, as well as loans for equipment and other commercial needs, and mineral rights. In addition, the company offers investment management, IRA trustee, estate administration, living and life insurance trust, trustee under will, guardianship, custodial/IRA custodial, and corporate trust services, as well as pension and profit sharing plans. Further, it provides investment portfolio management, estate and business succession planning, annuities, insurance, retirement plan, and tax planning, as well as education funding strategies; and securities and brokerage, and investor services. Additionally, the company offers small business checking and merchant money market accounts, online and telephone banking, business credit cards, merchant line of credit, and financial checkup services; and remote deposit capture, automatic clearing house transaction, cash management, automated teller machine, point of sale transaction, safe deposit box, night depository, direct deposit, and official check services. It serves business, non-profit, governmental, municipal agency, and professional customers, as well as retail customers through 28 full-service community banking offices located in Allegheny, Bucks, Lackawanna, Lebanon, Lehigh, Luzerne, Monroe, Montgomery, Northampton, Susquehanna, and Wyoming Counties of Pennsylvania; Middlesex County of New Jersey; and Broome County of New York. The company was founded in 1905 and is headquartered in Scranton, Pennsylvania.
No tags available.
Symbol: PFIS
Recent Price: $51.33
Industry: Banks - Regional
CEO: Mr. Craig W. Best
Sector: Financial Services
Employees: 375
Address: 150 North Washington Avenue, Scranton, PA 18503
Phone: 570 346 7741
Last updated: 2024-12-31
The Bancorp, Inc.
N/A
The Bancorp, Inc. operates as the financial holding company for The Bancorp Bank that provides banking products and services in the United States. The company offers a range of deposit products and services, including checking, savings, money market, and commercial accounts; and prepaid and debit cards. It also provides securities-backed lines of credit and insurance policy cash value-backed lines of credit; institutional banking services; vehicle fleet, other equipment leasing, and commercial fleet leasing services consist of commercial vehicles, including trucks and special purpose vehicles, and equipment; and real estate bridge lending, as well as small business administration, commercial mortgage-backed, and commercial real estate loans. The company offers private label banking; credit and debit card payment processing services for independent service organizations; and internet banking services. The Bancorp, Inc. was incorporated in 1999 and is headquartered in Wilmington, Delaware.
No tags available.
Symbol: TBBK
Recent Price: $53.26
Industry: Banks - Regional
CEO: Mr. Damian M. Kozlowski
Sector: Financial Services
Employees: 757
Address: 409 Silverside Road, Wilmington, DE 19809
Phone: 302 385 5000
Last updated: 2024-12-31
United Security Bancshares
N/A
United Security Bancshares operates as the bank holding company for United Security Bank, a state-chartered bank that provides a range of commercial banking services to the business and professional community, and individuals in California. The company accepts various deposit products, including personal and business checking accounts, savings accounts, interest-bearing negotiable order of withdrawal accounts, money market accounts, and time certificates of deposit. It also provides real estate mortgage, commercial and industrial, real estate construction, and consumer loans, as well as agricultural, installment, and student loans. In addition, the company offers online and mobile banking, safe deposit boxes, wire transfers, payroll direct deposit, cashier's check, cash management, traveler's check, money order, and foreign draft services, as well as interactive teller machines and ATM services. As of January 26, 2022, it operated 12 full-service branch offices in Fresno, Bakersfield, Campbell, Caruthers, Coalinga, Firebaugh, Mendota, Oakhurst, San Joaquin, and Taft. The company was founded in 1987 and is headquartered in Fresno, California.
No tags available.
Symbol: UBFO
Recent Price: $9.02
Industry: Banks - Regional
CEO: Mr. Dennis R. Woods M.D.
Sector: Financial Services
Employees: 114
Address: 2126 Inyo Street, Fresno, CA 93721
Phone: 559 248 4943
Last updated: 2024-11-08
United Bancshares, Inc.
N/A
United Bancshares, Inc. operates as the bank holding company for The Union Bank Company that provides various commercial and consumer banking services. The company accepts various deposits products, such as checking, savings, demand deposit, money market deposit, term certificate, and individual retirement accounts, as well as certificates of deposit. Its loan products include commercial and residential real estate, agricultural, commercial and industrial, home equity, and various types of consumer and small business administration loans. The company also offers wealth management, financial needs analysis, mutual funds, securities trading, annuities, and life insurance services; and treasury management, online and mobile banking, automatic teller machine, bill pay, safe deposit box rental, payment, and other personalized services. It operates eighteen full service banking centers and three loan production offices in northwest and central Ohio. United Bancshares, Inc. was founded in 1904 and is headquartered in Columbus Grove, Ohio.
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Symbol: UBOH
Recent Price: $29.60
Industry: Banks - Regional
CEO: Mr. Brian D. Young CPA
Sector: Financial Services
Employees: 211
Address: 105 Progressive Drive, Columbus Grove, OH 45830
Phone: 419 659 2141
Last updated: 2024-12-31
United Bankshares, Inc.
N/A
United Bankshares, Inc., a financial holding company, primarily provides commercial and retail banking products and services in the United States. It operates through two segments, Community Banking and Mortgage Banking. The company accepts checking, savings, and time and money market accounts; individual retirement accounts; and demand deposits, statement and special savings, NOW accounts, and interest-bearing checking accounts. Its loan products include commercial loans and leases; construction and real estate loans; personal, student, credit card, commercial, and floor plan loans; and home equity loans. In addition, the company provides credit cards; safe deposit boxes, wire transfers, and other banking products and services; investment and security services; services to correspondent banks, including buying and selling federal funds; automated teller machine services; and internet and telephone banking services. Further, it offers community banking services, such as asset management, real property title insurance, financial planning, mortgage banking, and brokerage services. As of December 31, 2021, the company operated 250 offices in Virginia, Maryland, Washington, D.C., North Carolina, South Carolina, Georgia, Pennsylvania, West Virginia, and Ohio. United Bankshares, Inc. was incorporated in 1982 and is headquartered in Charleston, West Virginia.
No tags available.
Symbol: UBSI
Recent Price: $37.70
Industry: Banks - Regional
CEO: Mr. Richard Matthew Adams Jr., M.D.
Sector: Financial Services
Employees: 2651
Address: 300 United Center, Charleston, WV 25301
Phone: 304 424 8716
Last updated: 2024-12-31
Union Bankshares, Inc.
N/A
Union Bankshares, Inc. operates as the bank holding company for Union Bank that provides retail, commercial, and municipal banking products and services in northern Vermont and New Hampshire. It offers retail depository services, such as personal checking, savings, money market, IRA/SEP/KEOGH, and health savings accounts, as well as certificates of deposit. The company also provides commercial real estate loans; commercial loans for plant and equipment, working capital, real estate renovation, and other business purposes to business owners and investors; small business administration guaranteed loans; home improvement loans and overdraft; and residential construction and mortgage loans. In addition, it offers online cash management services, including account reconciliation, credit card depository, automated clearing house origination, wire transfers, and night depository services; merchant credit card services for the deposit and immediate credit of sales drafts; remote deposit capture services; and online mortgage application services. Further, the company provides business checking accounts; standby letters of credit, bank checks or money orders, and safe deposit boxes; ATM services; debit cards; telephone, Internet, and mobile banking services; and asset management, fiduciary, and trust services. The company offers retail banking services to individuals; and commercial banking services to small and medium sized corporations, partnerships, and sole proprietorships, as well as nonprofit organizations, local municipalities, and school districts. It operates 18 banking offices, 3 loan centers, and various ATMs. Union Bankshares, Inc. was founded in 1891 and is headquartered in Morrisville, Vermont.
No tags available.
Symbol: UNB
Recent Price: $28.32
Industry: Banks - Regional
CEO: Mr. David Scott Silverman
Sector: Financial Services
Employees: 197
Address: 20 Lower Main Street, Morrisville, VT 05661-0667
Phone: 802 888 6600
Last updated: 2024-12-31
Univest Financial Corporation
N/A
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations. The Wealth Management segment offers investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships. The Insurance segment provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.
No tags available.
Symbol: UVSP
Recent Price: $29.62
Industry: Banks - Regional
CEO: Mr. Jeffrey M. Schweitzer CPA
Sector: Financial Services
Employees: 920
Address: 14 North Main Street, Souderton, PA 18964
Phone: 215 721 2400
Last updated: 2024-12-31
William Penn Bancorporation
N/A
William Penn Bancorporation operates as the holding company for William Penn Bank that provides retail and commercial banking products and related financial services in the United States. The company offers time, savings, and demand deposits; certificates of deposit; and checking, money market, savings and club, and individual retirement accounts. It also provides one- to four-family residential and investor commercial real estate, non-residential real estate, multi-family residential, commercial business and consumer, residential and commercial construction, and land loans, as well as home equity loans and lines of credit, small business administration loans, and CDARS. In addition, the company provides business credit cards, mobile deposits, debit cards, safe deposit boxes, money orders, wire transfers; and notary public, night depository, and cash management services, as well as online, telephone, and mobile banking services. It serves individuals, businesses, and government customers. The company offers its services through twelve full-service branch offices in Bucks and Philadelphia counties, Pennsylvania; and Burlington and Camden Counties, New Jersey. William Penn Bancorporation was founded in 1870 and is headquartered in Bristol, Pennsylvania.
No tags available.
Symbol: WMPN
Recent Price: $12.01
Industry: Banks - Regional
CEO: Mr. Kenneth J. Stephon
Sector: Financial Services
Employees: 90
Address: 10 Canal Street, Bristol, PA 19007
Phone: 267 540 8500
Last updated: 2024-12-31
Provident Financial Services, Inc.
N/A
Provident Financial Services, Inc. operates as the bank holding company for Provident Bank that provides various banking products and services to individuals, families, and businesses in the United States. The company's deposit products include savings, checking, interest-bearing checking, money market deposit, and certificate of deposit accounts, as well as IRA products. Its loan portfolio comprises commercial real estate loans that are secured by properties, such as multi-family apartment buildings, office buildings, and retail and industrial properties; commercial business loans; fixed-rate and adjustable-rate mortgage loans collateralized by one- to four-family residential real estate properties; commercial construction loans; and consumer loans consisting of home equity loans, home equity lines of credit, marine loans, personal loans and unsecured lines of credit, and auto and recreational vehicle loans. The company also offers cash management, remote deposit capture, payroll origination, escrow account management, and online and mobile banking services; and business credit cards. In addition, it provides wealth management services comprising investment management, trust and estate administration, financial planning, tax compliance and planning, and private banking. Further, the company sells insurance and investment products, including annuities; operates as a real estate investment trust for acquiring mortgage loans and other real estate related assets; and manages and sells real estate properties acquired through foreclosure. As of December 31, 2021, it operated 96 full-service branch offices in northern and central New Jersey, as well as in Pennsylvania and New York counties. The company was founded in 1839 and is headquartered in Jersey City, New Jersey.
No tags available.
Symbol: PFS
Recent Price: $18.84
Industry: Banks - Regional
CEO: Mr. Anthony J. Labozzetta
Sector: Financial Services
Employees: 1109
Address: 239 Washington Street, Jersey City, NJ 07302
Phone: 732 590 9200
Last updated: 2024-12-31
Truist Financial Corporation
N/A
Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing checking, savings, and money market deposit accounts, as well as certificates of deposit and individual retirement accounts. The company also provides funding; asset management; automobile lending; bankcard lending; consumer finance; home equity and mortgage lending; insurance, such as property and casualty, life, health, employee benefits, workers compensation and professional liability, surety coverage, title, and other insurance products; investment brokerage; mobile/online banking; and payment, lease financing, small business lending, and wealth management/private banking services. In addition, it offers association, capital market, institutional trust, insurance premium and commercial finance, international banking, leasing, merchant, commercial deposit and treasury, government finance, commercial middle market lending, small business and student lending, floor plan and commercial mortgage lending, mortgage warehouse lending, private equity investment, real estate lending, and supply chain financing services. Further, the company provides corporate and investment banking, retail and wholesale brokerage, securities underwriting, and investment advisory services. As of December 31, 2021, the company operated through 2,517 banking offices. The company was formerly known as BB&T Corporation and changed its name to Truist Financial Corporation in December 2019. Truist Financial Corporation was founded in 1872 and is headquartered in Charlotte, North Carolina.
No tags available.
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Symbol: TFC
Recent Price: $43.37
Industry: Banks - Regional
CEO: Mr. William Henry Rogers Jr.
Sector: Financial Services
Employees: 37867
Address: 214 North Tryon Street, Charlotte, NC 28202
Phone: 336 733 2000
Last updated: 2024-12-31
U.S. Bancorp
N/A
U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities and other financial institutions in the United States. It operates in Corporate and Commercial Banking, Consumer and Business Banking, Wealth Management and Investment Services, Payment Services, and Treasury and Corporate Support segments. The company offers depository services, including checking accounts, savings accounts, and time certificate contracts; lending services, such as traditional credit products; and credit card services, lease financing and import/export trade, asset-backed lending, agricultural finance, and other products. It also provides ancillary services comprising capital markets, treasury management, and receivable lock-box collection services to corporate and governmental entity customers; and a range of asset management and fiduciary services for individuals, estates, foundations, business corporations, and charitable organizations. In addition, the company offers investment and insurance products to its customers principally within its markets, as well as fund administration services to a range of mutual and other funds. Further, it provides corporate and purchasing card, and corporate trust services; and merchant processing services, as well as investment management, ATM processing, mortgage banking, insurance, and brokerage and leasing services. As of December 31, 2021, the company provided its products and services through a network of 2,230 banking offices principally operating in the Midwest and West regions of the United States, as well as through on-line services, over mobile devices, and other distribution channels; and operated a network of 4,059 ATMs. The company was founded in 1863 and is headquartered in Minneapolis, Minnesota.
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Symbol: USB
Recent Price: $48.25
Industry: Banks - Regional
CEO: Mr. Andrew J. Cecere
Sector: Financial Services
Employees: 70000
Address: 800 Nicollet Mall, Minneapolis, MN 55402
Phone: 651 466 3000
Last updated: 2024-12-31
Invesco Pennsylvania Value Municipal Income Trust
N/A
Invesco Pennsylvania Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade Pennsylvania municipal securities which include municipal bonds, municipal notes, municipal commercial paper, and lease obligations. It employs fundamental analysis with bottom-up security selection approach to create its portfolio. The fund was formerly known as Invesco Van Kampen Pennsylvania Value Municipal Income Trust. Invesco Pennsylvania Value Municipal Income Trust was formed on April 30, 1993 and is domiciled in the United States.
No tags available.
Symbol: VPV
Recent Price: $10.19
Industry: Asset Management - Income
CEO: Mr. Colin D. Meadows
Sector: Financial Services
Employees: N/A
Address: 1555 Peachtree Street, N.E., Atlanta, GA 30309
Phone: 404-892-0896
Last updated: 2024-12-31
Atlantic Union Bankshares Corporation
Atlantic Union Bank
Atlantic Union Bankshares Corporation is the holding company for Atlantic Union Bank, offering a range of banking and financial services including deposit products, loans, credit cards, and wealth management across Virginia, Maryland, and North Carolina.
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Symbol: AUB
Recent Price: $37.85
Industry: Banks - Regional
CEO: Mr. John C. Asbury
Sector: Financial Services
Employees: 2122
Address: 1051 East Cary Street, Richmond, VA 23219
Phone: 804 633 5031
Leadership
- Grey Merryman, CFA, CAP®, Senior Vice President, Managing Director Wealth Consulting Group, Trust & Estate Services
- John Bock, Senior Vice President, Head of Trust and Estate Services
- Mitch York, CFA, Chief Investment Officer and Managing Director of Asset Management
- David Heffelfinger, Managing Director, Senior Vice President, Atlantic Union Financial Consultants Registered Representative, RJFS*
- Tiffany Ung Snyder, CWS®, Vice President, Wealth Relationship Manager Registered Representative, RJFS*
- David Hartley, CTFA, Senior Vice President, Wealth Relationship Director
- Stuart Blain, Senior Vice President, Wealth Relationship Manager
- Lisa Morgan, SVP, Wealth Relationship Director
- Linnea Spradlin, CFP®, CTFA, Senior Vice President, Wealth Relationship Manager
- Phil Rudder, Senior Vice President, Wealth Relationship Manager
- Kristen Cosby, Senior Vice President, Wealth Relationship Manager
- Karen Button, CTFA, Certified Trust and Fiduciary Advisor, Trust Advisor
- George E. Calvert, Jr., Senior Vice President, Senior Portfolio Manager, Asset Management
- Daniel Saunders, Vice President, Portfolio Manager, Asset Management
- Dante Jackson, Vice President, Institutional Client Associate
- Michael Snow, Vice President, Portfolio Manager, Asset Management
- Tom O'Neil, CIMA®, Senior Vice President, Senior Portfolio Manager, Asset Management
- John Ockerman, CFA®, Director of Fixed Income, Asset Management
- Josh Cohen, CFA®, Senior Vice President, Portfolio Manager, Asset Management
- Ellen Spong, Director of Institutional Advisory Services
- Lori Furrow, Vice President, Institutional Support Manager, Asset Management
- Sharon Barcalow, CTFA, Vice President, Trust Advisor
- Carolyn McCoy, CTFA, CISP, Vice President, Trust Advisor
- Kim Ramey, CTFA, Vice President, Trust Advisor
- Addie Ripa, Vice President, Trust Advisor
- Cary Robinson, CTFA, Vice President, Trust Advisor
- Diane Wigglesworth, Vice President, Trust Advisor
- Mark Holland, CTFA, Vice President, Trust Officer
- Ronald W. Barner, CTFA, Vice President, Trust Officer
- Lorrie K. Teegen, CTFA, Senior Vice President, Senior Trust Officer
- Debra Creasy Carlson, CTFA, Senior Vice President, Senior Trust Advisor
- Bern Mahon, Wealth Financial Consultant, RJFS* Founder of Investment Services
- Christopher "Todd" Rudzinski, CFP®, Financial Consultant, RJFS*
- Holly Stallworth, CFP®, Senior Vice President, Atlantic Union Financial Consultants Wealth Financial Consultant, RJFS*
- Mike Whitmore, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Chris Rinehart, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- John Faith, Jr., CFP®, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- John Tekavec, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Margot Allman-Smith, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Andrew Lilly, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Mason Garner, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Andrew White, Assistant Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Neeb Trapuzzano, MBA, CRPC®, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Michael Maggi, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Terry Prince, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Susan Rogers, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Preston Wall, WMS, Senior Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Bryan Chandler, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Randall Vaughan, Jr., Senior Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Scott Koehn, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Haley Ritts, Associate Financial Consultant, RJFS*
- Greg Ellington, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Steven Agee, Assistant Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Jon Paul Cassada, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
- Stephen W. George, Financial Consultant, RJFS*
- Brandon Williams, Senior Financial Consultant, RJFS* Assistant Vice President, Atlantic Union Financial Consultants
- Robby Williams, Senior Financial Consultant, RJFS*
- Kirk Smith, Senior Financial Consultant, RJFS*
- Sutton W. Mahon, Financial Consultant, RJFS*
Last updated: 2024-12-31
United Bancorp, Inc.
N/A
United Bancorp, Inc. operates as the bank holding company for Unified Bank that provides commercial and retail banking services in Ohio. It accepts demand, savings, and time deposits, as well as grants commercial, commercial and residential real estate, and consumer loans. As of December 31, 2021, the company operated through a network of banking offices in Athens, Belmont, Carroll, Fairfield, Harrison, Jefferson, and Tuscarawas Counties in Ohio, as well as Marshall and Ohio Counties in West Virginia and the surrounding localities; and a loan production office in Wheeling, West Virginia. United Bancorp, Inc. was founded in 1902 and is headquartered in Martins Ferry, Ohio.
No tags available.
Symbol: UBCP
Recent Price: $13.17
Industry: Banks - Regional
CEO: Mr. Scott A. Everson
Sector: Financial Services
Employees: 115
Address: 201 South Fourth Street, Martins Ferry, OH 43935
Phone: 740 633 0445
Last updated: 2024-12-31
UMB Financial Corporation
N/A
UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit card; commercial real estate financing; letters of credit; loan syndication, and consultative service; various business solutions including asset-based lending, accounts receivable financing, mezzanine debt, and minority equity investment; and treasury management service, such as depository service, account reconciliation, cash management tool, accounts payable and receivable solution, electronic fund transfer and automated payment, controlled disbursement, lockbox service, and remote deposit capture service. The Institutional Banking segment offers asset management and healthcare service provided to institutional client; and fund administration and accounting, investor service and transfer agency, marketing and distribution, custody, alternative investment service, fixed income sale, trading and underwriting, and corporate trust and escrow service, as well as institutional custody service. This segment also provides healthcare payment solution includes custodial service for health saving accounts and private label, multipurpose debit cards to insurance carriers, third-party administrator, software companies, employers, and financial institutions. The Personal Banking segment offers deposit account, retail credit card, private banking, installment loan, home equity line of credit, residential mortgage, and small business loan, as well as internet banking, ATM network, private banking, brokerage and insurance service, and advisory and trust service. It operates through a network of branches and offices in the states of Missouri, Kansas, Colorado, Illinois, Oklahoma, Texas, Arizona, Nebraska, Iowa, Pennsylvania, South Dakota, Indiana, Utah, Minnesota, California, and Wisconsin. The company was founded in 1913 and is headquartered in Kansas City, Missouri.
No tags available.
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Symbol: UMBF
Recent Price: $113.87
Industry: Banks - Regional
CEO: Mr. J. Mariner Kemper
Sector: Financial Services
Employees: 3599
Address: 1010 Grand Boulevard, Kansas City, MO 64106
Phone: 816 860 7000
Last updated: 2024-12-31
The PNC Financial Services Group, Inc.
N/A
The PNC Financial Services Group, Inc. operates as a diversified financial services company in the United States. The company's Retail Banking segment offers checking, savings, and money market accounts, as well as certificates of deposit; residential mortgages, home equity loans and lines of credit, auto loans, credit cards, education loans, and personal and small business loans and lines of credit; and brokerage, insurance, and investment and cash management services. This segment serves consumer and small business customers through a network of branches, ATMs, call centers, and online and mobile banking channels. Its Corporate & Institutional Banking segment provides secured and unsecured loans, letters of credit, and equipment leases; cash and investment management services, receivables and disbursement management services, funds transfer services, international payment services, and access to online/mobile information management and reporting; foreign exchange, derivatives, fixed income, securities underwriting, loan syndications, and mergers and acquisitions and equity capital markets advisory related services; and commercial loan servicing and technology solutions. It serves mid-sized and large corporations, and government and not-for-profit entities. The company's Asset Management Group segment offers investment and retirement planning, customized investment management, credit and cash management solutions, and trust management and administration services for high net worth and ultra high net worth individuals, and their families; and multi-generational family planning services for ultra high net worth individuals and their families. It also provides outsourced chief investment officer, custody, private real estate, cash and fixed income client solutions, and fiduciary retirement advisory services for institutional clients. The company has 2,591 branches and 9,502 ATMs. The company was founded in 1852 and is headquartered in Pittsburgh, Pennsylvania.
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Symbol: PNC
Recent Price: $193.30
Industry: Banks - Regional
CEO: Mr. William S. Demchak
Sector: Financial Services
Employees: 53749
Address: The Tower at PNC Plaza, Pittsburgh, PA 15222-2401
Phone: 888 762 2265
Last updated: 2024-12-31
Synovus Financial Corp.
N/A
Synovus Financial Corp. operates as the bank holding company for Synovus Bank that provides commercial and retail banking products and services. It operates through three segments: Community Banking, Wholesale Banking, and Financial Management Services. The company's commercial banking services include treasury management, asset management, capital market, and institutional trust services, as well as commercial, financial, and real estate loans. Its retail banking services comprise accepting customary types of demand and savings deposits accounts; mortgage, installment, and other consumer loans; investment and brokerage services; safe deposit services; automated banking services; automated fund transfers; Internet-based banking services; and bank credit and debit card services. The company also offers various other financial services, including portfolio management for fixed-income securities, investment banking, execution of securities transactions as a broker/dealer, and financial planning services, as well as provides individual investment advice on equity and other securities. As of December 31, 2020, it operated through 289 branches and 389 ATMs in Alabama, Florida, Georgia, South Carolina, and Tennessee. The company was founded in 1888 and is headquartered in Columbus, Georgia.
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Symbol: SNV
Recent Price: $51.16
Industry: Banks - Regional
CEO: Mr. Kevin S. Blair
Sector: Financial Services
Employees: 4728
Address: 1111 Bay Avenue, Columbus, GA 31901
Phone: 706 641 6500
Leadership
- Stacy Apter, Vice President, Treasurer and Corporate Finance
- Tim E. Bentsen, Audit Partner and Practice Leader (Ret.)
- Kevin Blair, Chairman, CEO and President
- Pedro Cherry, President and CEO
- John H. Irby, Attorney
- Diana M. Murphy, Managing Director
- Dr. Harris Pastides, President Emeritus
- John L. Stallworth, Partner
- Barry L. Storey, Principal
- Alexandra Villoch, CEO
- Teresa White, President Emeritus
- D. Wayne Akins, Chief Community Banking & Wealth Services Officer
- Gloria C. Banks, Chief Ethics and Compliance Officer
- Zack Bishop, Head of Technology, Operations and Security
- Shellie Creson, Chief Risk Officer
- Bob Derrick, Chief Credit Officer
- Tom Dierdorff, Head of Corporate and Investment Banking
- Meredith Forrester, Chief Audit Executive
- Sharon Goodwine, Chief Human Resources Officer
- Jamie Gregory, Chief Financial Officer
- Kevin J. Howard, Chief Wholesale Banking Officer
- Allan E. Kamensky, General Counsel
- Jennifer S. Upshaw, Chief Enablement Officer
- Katherine M. Weislogel, Head of Treasury and Payment Solutions
- Liz Wolverton, Head of Consumer Banking and Brand Experience
- Heath Schondelmayer, Division CEO, Market President
- Kerri DeShazo, Market Executive
- Philip Wilkes, Market Executive
- Jake Jones, Market Executive
- Allen Barker, Division CEO
- Cory Jackson, Market Executive
- Matt McClure, Market President
- Charlie Barnwell, Market President
- Bill Davies, Market Executive
- Jody Patton, Division CEO
- Kevin Glass, Market President
- John Tebeau, Market President
- Meredith Malcom, Market President
- Nelson Bean, Division CEO, Market President
- Beth Sippel, Market President
- Shawn Morgan, Market President
- Tyrone Fenderson, Jr., Market President
- Mark Snead, Market President
- Blake Thrasher, Market President
- Tom O'Connor, Market President
- Darron Burnette, Division CEO
- Pam Simmons, Market President
- Emory Parker, Market President
- Wayne Johnson, Market President
- Damon Olinto, Market President
- Steve Slade, Market President
- Jim Manley, Market Executive
- Eddie Norris, Market President
- Ken Rabitsch, Market President
- Chad Wiggins, Market President
- Bill Moore, Market President
- Ty Turner, Market President
- Bryan Williams, Market President
- Bill Cowart, Market President
- Ron Weigle, Market President
- Sean Simpson, Division CEO
- John Acosta, Market President
- Kevin Gillen, Market Executive
- John Griggs, Market President
- Reid Boehm, Market Executive
- Frederick G. Williams, Market President
- Jayne Hill, President of Wealth Services
- Gene Perkins, Group Executive, Private Wealth
- Elizabeth Krawcheck Rodgers, President, Synovus Trust Company, N.A.
- Rob Varner, President, Synovus Securities, Inc.
- Michael Hardin, Senior Director, Institutional Trust, Synovus Trust Company, N.A.
- Leah Kirk, Chief Operating Officer, Synovus Securities, Inc.
- Fran Lacy, Manager of Institutional Sales and Trading Operations, Synovus Securities, Inc.
- Buzz Law, President, Creative Financial Group
- Dan Courchesne, Division CEO
- Jonathan Edwards, Division President
- Roman Mazo, Managing Director, Structured Lending
- Jayan Krishnan, Senior Managing Director, Structured Lending
Last updated: 2024-12-31