Banking & Finance
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Bryn Mawr Bank to Acquire 10% Stake in United Bank of Philadelphia
Bryn Mawr Bank has agreed to invest in United Bancshares, the holding company for the only black-owned bank in the region, United Bank of Philadelphia, writes Jeff Blumenthal for Philadelphia Business Journal. The Montgomery County bank plans to acquire just over ten percent of United, pending Pennsylvania Department of Banking and Securities’ regulatory approval. The…
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Paypal Acquires Conshohocken’s Swift Financial
Online payment giant PayPal has entered into an agreement to buy Swift Financial, a small-business lender with operations in Conshohocken, writes Joseph N. DiStefano for Philly.com. According to Swift’s founder Ed Harycki, he and his board of investors decided to accept the PayPal deal over another offer from a rival venture capital firm that would…
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Montgomery County Leadership: Rob Werner, CEO, Ardent Credit Union
Rob Werner, CEO, Ardent Credit Union, spoke with MONTCO Today about growing up in Bryn Mawr, summers spent in Stone Harbor, his first job picking up trash on the beach, his journey into financial services, and what brought him to SB1, a small, relatively unknown Philadelphia-based credit union. In the conversation, Werner shares the process…
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David Musto Named President of Dresher-Based Ascensus
Ascensus, a technology-enabled solutions provider based in Dresher that helps more than 7 million Americans save for the future, has announced that David L. Musto has been named as the firm’s president. Founded in 1975, Ascensus is the nation’s largest independent retirement and college savings services provider, with more than $139 billion in assets under…
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Check Out Each Montco Town’s Average Credit Score
Besides Pennsylvania’s vital role in U.S. history, the state’s economy has become one of the most crucial pillars of the financial health of the country, writes Mike Brown for LendEDU, a marketplace for private student loans, student loan refinancing, credit cards, and personal loans. Philadelphia and Pittsburgh are home to a combined 15 Fortune 500 companies, and…
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Montco Careers – Bayview Loan Servicing
With a location in Fort Washington, Bayview Loan Servicing is recognized nationally as a premier servicer of both residential and commercial mortgage loans, delivering the highest level of customer experience in the mortgage servicing. Instructional Designer This position creates engaging learning activities and compelling course content, works with subject matter experts to identify the target audience’s training…
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Pottstown’s Diamond Credit Union Offers Video Conferencing as Alternative Communication Option for Members
Pottstown’s Diamond Credit Union is using Vidyo‘s video conferencing to provide a convenient, time saving face to face meeting option for its members. Vidyo’s real time video service allows Diamond Credit Union members in Montgomery, Chester and Berks counties to quickly and efficiently connect with experts throughout the Credit Union. The goal of the new…
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MONTCO Careers – SEI Investments
Headquartered in Oaks, SEI Investments is a financial-services company and global provider of investment processing, investment management, and investment operations solutions. Project Manager I This position provides technical, industry, process, and troubleshooting support to a team of operation analysts and specialists, develops solutions based upon subject expertise, and trains, mentors, and assists in coaching analysts. The ideal…
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MONTCO Careers – GMH Mortgage Services
Based in Conshohocken, GMH Mortgage Services is a direct-lending company supplying Retail, Wholesale, Direct, and Specialty Product loan options with a hands-on approach that produces outstanding results for clients and partners. Producing Branch Manager This position develops and fosters long-term relationships with borrowers and sources of referrals, mentors and coaches the sales team, and collaborates on staff…
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TruMark Financial’s Investigator of Fraud Crimes Recognized for Work with Elderly
The Philadelphia Financial Exploitation Prevention Taskforce recently recognized Linda Johnson, fraud crimes investigator at Fort Washington-based TruMark Financial Credit Union, for her work in the fight against elder abuse. Johnson, a member of the Philadelphia Financial Exploitation Task Force, conducts and participates in workshops for older adults that provide methods for: keeping seniors’ money and…
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MONTCO Careers – Malvern Federal Savings Bank
Based in Paoli, Malvern Federal Savings Bank was established in 1887 to serve the needs of the community, including banking, volunteering, and providing careers to professionals. Malvern Federal is rapidly growing, and with this growth, it is seeing an accelerating need to add the most highly qualified people to its team. Malvern Federal strives to…
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MONTCO Careers – CardConnect
Located in King of Prussia, CardConnect is a rapidly-growing payments technology company that provides solutions for companies accepting bank card transactions, storing sensitive data and seeking to push the boundaries of innovation. Software Test Engineer This position reviews project documentation for completeness and testability given project scope and timeline, develops, implements, and executes appropriate tests within established…
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TruMark Financial Continues Its Acquisition with Philadelphia Mint Federal Credit Union
Fort Washington’s TruMark Financial Credit Union has agreed to buy the Philadelphia Mint Federal Credit Union, writes Jeff Blumenthal for Philadelphia Business Journal. This marks TruMark’s tenth deal in the last 11 years as it gradually acquires small but very active credit unions. TruMark has also moved its headquarters from Trevose to Fort Washington, and…
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Oaks’ SEI Investments Acquires Archway Technology Partners for $80 Million
Oaks’ SEI Investments has agreed to pay $80 million plus up to $8 million in financial growth earn-outs for Archway Technology Partners, writes Jeff Blumenthal for Philadelphia Business Journal. Archway provides operating technologies and services to the family office industry and provides technology to other institutions that service this market. According to SEI, the deal…
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Bala Cynwyd’s Fastax Financial Services Celebrates 25 Successful Years
Carol A. Robinson, founder, president and CEO of Fastax Financial Services which has an office in Bala Cynwyd, is celebrating twenty-five successful years, writes Ayana Jones for The Philadelphia Tribune. Robinson launched Fastax after leaving her corporate career as a tax accountant and financial systems manager at Sun Co. This gave her a strong client…
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Montco’s BB&T Employees Roll Up Their Sleeves to Improve Communities One Project at a Time
By Chris Cooper BB&T Bank – based in Winston-Salem, N.C. – arrived in Pennsylvania through its recent purchases of Susquehanna Bank and National Penn Bank, and now operates 17 branches here in Montgomery County. Known officially as Branch Banking and Trust Company, BB&T is a mission-driven organization with a strong commitment to serving communities. “What…
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MONTCO Careers – Univest
Univest, with more than 50 offices throughout southeastern Pennsylvania, is a vital, growing community bank and full-service financial services provider including insurance, wealth management, mortgage banking, equipment financing, and more. Payroll Specialist (Souderton) This position processes and balances biweekly payroll through ADP, serves as system administrator for all ADP products, and develops HRIS and payroll…
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Five Decades of Lower Merion’s Steve Goodman Helping Local Entrepreneurs Achieve Success
Steve Goodman has been helping promising young entrepreneurs for decades, including Monetate’s Lucinda Duncalfe, writes Juliana Reyes for Technical.ly. The CEO of the Conshohocken company got her first business, Destiny Software, off the ground in 1996 with Goodman’s help. “Steve was one of two people who mentored me, made introductions, and taught me how the…
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