Phoenixville Federal Bank and Trust
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Phoenixville Federal Bank and Trust Employees
Employee
Years
Job
Industry
Jennifer Binter Jennifer Binter's Phoenixville Federal Bank and Trust Experience June 2008 - May 2013
Job Sr. Credit Analyst at VIST Bank
Industry Banking
Experience
Tompkins VIST Bank May 2013 - Present
Phoenixville Federal Bank and Trust June 2008 - May 2013
Walt Disney World August 2005 - February 2008
Walt Disney World September 2007 - November 2007
Walt Disney World September 2006 - November 2006
Skills
Credit, Loans, Analysis, Cash Flow, Commercial Lending, Teamwork, Due Diligence, Commercial Banking, Banking, Financial Analysis, Financial Statements, Small Business Lending, Credit Analysis, Risk Management, Credit Risk, Retail Banking, Financial Risk
Education
Elizabethtown College 2001 — 2005
Bachelors, Accounting
Moorestown Public High School 1997 — 2001
Tompkins VIST Bank May 2013 - Present
Phoenixville Federal Bank and Trust June 2008 - May 2013
Walt Disney World August 2005 - February 2008
Walt Disney World September 2007 - November 2007
Walt Disney World September 2006 - November 2006
Skills
Credit, Loans, Analysis, Cash Flow, Commercial Lending, Teamwork, Due Diligence, Commercial Banking, Banking, Financial Analysis, Financial Statements, Small Business Lending, Credit Analysis, Risk Management, Credit Risk, Retail Banking, Financial Risk
Education
Elizabethtown College 2001 — 2005
Bachelors, Accounting
Moorestown Public High School 1997 — 2001
Mark Krauss Mark Krauss's Phoenixville Federal Bank and Trust Experience October 2002 - April 2012
Job IT Service Desk Analyst at Depuy Synthes
Industry Information Technology and Services
Experience
ERM: Environmental Resources Management July 2014 - Present
Depuy Synthes May 2013 - July 2014
Jacob Stern and Sons, Inc September 2012 - May 2013
Phoenixville Federal Bank and Trust October 2002 - April 2012
Skills
Customer Service, Banking, Commercial Banking, Credit, Project Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Financial Analysis, Social Media, Public Speaking, Active Directory, Technical Support
Education
Cabrini College 1998 — 2002
Bachelor of Science (BS), Computer and Information Sciences, General
Spring Ford High School 1993 — 1998
ERM: Environmental Resources Management July 2014 - Present
Depuy Synthes May 2013 - July 2014
Jacob Stern and Sons, Inc September 2012 - May 2013
Phoenixville Federal Bank and Trust October 2002 - April 2012
Skills
Customer Service, Banking, Commercial Banking, Credit, Project Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Financial Analysis, Social Media, Public Speaking, Active Directory, Technical Support
Education
Cabrini College 1998 — 2002
Bachelor of Science (BS), Computer and Information Sciences, General
Spring Ford High School 1993 — 1998
David Frees III David Frees III's Phoenixville Federal Bank and Trust Experience September 2007 - Present
Job Keynote Speaker at STI
Industry Legal Services
Experience
Unruh Turner Burke and Frees January 1995 - Present
Dave Frees 1995 - Present
Success Technologies Inc. 1995 - Present
Sterling Trust Company 2012 - Present
Phoenixville Federal Bank and Trust September 2007 - Present
Mike Citron 2008 - 2011
Success Technologies, Inc 1995 - 2008
Chester County Community Foundation 2005 - 2007
American Cancer Society 1998 - 2001
Rawle & Henderson 1985 - 1987
Skills
Persuasion, Estate Planning, Succession Planning, Social Media, Marketing Strategy, Coaching, Online Marketing, Blogging, Copywriting, Executive Coaching, Professional Speaker, Instructor in..., Public Speaking, Social Media Marketing, Strategy, Litigation, Management, Trusts, Motivational Speaking, Entrepreneurship, Small Business, Team Leadership, Strategic Planning, Direct Marketing, Mediation, Marketing, Contract Negotiation, Time Management, Leadership, Business Strategy, Newsletters, Sales, Mergers & Acquisitions, Marketing Communications, SEO, Team Building, Negotiation, Consulting, Real Estate, Fundraising, Business Development
Education
University of Pennsylvania Law School 1982 — 1985
Juris Doctorate, Trust and Estate and Federal Estate Tax Law
Dickinson College 1978 — 1982
BA, History, Political Science, Geology and Computer Science
Dickinson College 1978 — 1982
BA, History Political Science Geology and Computer Science
Rangitiki College 1976 — 1977
New Zealand, British Colonial History
Unruh Turner Burke and Frees January 1995 - Present
Dave Frees 1995 - Present
Success Technologies Inc. 1995 - Present
Sterling Trust Company 2012 - Present
Phoenixville Federal Bank and Trust September 2007 - Present
Mike Citron 2008 - 2011
Success Technologies, Inc 1995 - 2008
Chester County Community Foundation 2005 - 2007
American Cancer Society 1998 - 2001
Rawle & Henderson 1985 - 1987
Skills
Persuasion, Estate Planning, Succession Planning, Social Media, Marketing Strategy, Coaching, Online Marketing, Blogging, Copywriting, Executive Coaching, Professional Speaker, Instructor in..., Public Speaking, Social Media Marketing, Strategy, Litigation, Management, Trusts, Motivational Speaking, Entrepreneurship, Small Business, Team Leadership, Strategic Planning, Direct Marketing, Mediation, Marketing, Contract Negotiation, Time Management, Leadership, Business Strategy, Newsletters, Sales, Mergers & Acquisitions, Marketing Communications, SEO, Team Building, Negotiation, Consulting, Real Estate, Fundraising, Business Development
Education
University of Pennsylvania Law School 1982 — 1985
Juris Doctorate, Trust and Estate and Federal Estate Tax Law
Dickinson College 1978 — 1982
BA, History, Political Science, Geology and Computer Science
Dickinson College 1978 — 1982
BA, History Political Science Geology and Computer Science
Rangitiki College 1976 — 1977
New Zealand, British Colonial History
Marie Louise Ludwig Marie Louise Ludwig's Phoenixville Federal Bank and Trust Experience April 1998 - September 2004
Job TV Host
Industry Broadcast Media
Experience
Taste of Home Magazine September 2012 - Present
Valley Forge Catering Company, Inc. September 2014 - Present
QVC December 2000 - Present
Stephanie's House, Inc. May 2009 - Present
Marie Louise Kier, Inc May 2002 - Present
Bradford Media Group October 2011 - July 2012
Chroma Video June 2011 - June 2012
Gentile Lichter Associates July 2008 - February 2011
Phoenixville Federal Bank and Trust April 1998 - September 2004
American Greetings November 1984 - June 1986
Skills
TV hosting, cooking/baking, recipe development, Television, Final Cut Pro, Marketing, Recipes, Social Media, Broadcast Television, Nonprofits, Broadcast, Facebook, Video Production, Video, Blogging, New Media, Digital Media, Entertainment, Social Media Marketing, Producing, Magazines, Copywriting, Public Relations, Radio, Event Management, Press Releases, Event Planning, Brand Development, Content Strategy, Social Networking, Publicity
Education
Bowling Green State University 1979 — 1983
Bachelor of Science, Journalism
St. Ursula Academy 1975 — 1979
Taste of Home Magazine September 2012 - Present
Valley Forge Catering Company, Inc. September 2014 - Present
QVC December 2000 - Present
Stephanie's House, Inc. May 2009 - Present
Marie Louise Kier, Inc May 2002 - Present
Bradford Media Group October 2011 - July 2012
Chroma Video June 2011 - June 2012
Gentile Lichter Associates July 2008 - February 2011
Phoenixville Federal Bank and Trust April 1998 - September 2004
American Greetings November 1984 - June 1986
Skills
TV hosting, cooking/baking, recipe development, Television, Final Cut Pro, Marketing, Recipes, Social Media, Broadcast Television, Nonprofits, Broadcast, Facebook, Video Production, Video, Blogging, New Media, Digital Media, Entertainment, Social Media Marketing, Producing, Magazines, Copywriting, Public Relations, Radio, Event Management, Press Releases, Event Planning, Brand Development, Content Strategy, Social Networking, Publicity
Education
Bowling Green State University 1979 — 1983
Bachelor of Science, Journalism
St. Ursula Academy 1975 — 1979
Kurt Kunsch's Phoenixville Federal Bank and Trust Experience January 2009 - Present
Job Senior Vice President/Trust Managing Director
Industry Investment Management
Experience
Phoenixville Federal Bank and Trust January 2009 - Present
Phoenixville Federal Bank and Trust 2002 - 2008
Phoenixville Federal Bank and Trust December 1996 - December 2000
Skills
Investment Advisory, Investments, Wealth Management, Trust Services, Investment Management, Wealth Management..., Estate Planning, High Net Worth..., Trusts, Asset Management, Asset Managment, Investment Strategies, Retirement, Trust, Retirement Planning, Relationship Management, Special Needs Trusts, Wealth, Portfolio Management, Banking, Estate Law, IRAs, 401k, Strategic Financial..., Financial Advisory, Alternative Investments, Trust Management, Trust Administration, Wealth Transfer Planning, Magician, Wealth Transfer
Education
Muhlenberg College 1996 — 2001
BA, Theatre
Central Atlantic School of Trust and Investment Managment 2002 — 2005
Trust Investments, Administration and Relationship Management
Cannon Financial Institute 2006 — 2010
Personal Trust School I, II, III
Phoenixville Federal Bank and Trust January 2009 - Present
Phoenixville Federal Bank and Trust 2002 - 2008
Phoenixville Federal Bank and Trust December 1996 - December 2000
Skills
Investment Advisory, Investments, Wealth Management, Trust Services, Investment Management, Wealth Management..., Estate Planning, High Net Worth..., Trusts, Asset Management, Asset Managment, Investment Strategies, Retirement, Trust, Retirement Planning, Relationship Management, Special Needs Trusts, Wealth, Portfolio Management, Banking, Estate Law, IRAs, 401k, Strategic Financial..., Financial Advisory, Alternative Investments, Trust Management, Trust Administration, Wealth Transfer Planning, Magician, Wealth Transfer
Education
Muhlenberg College 1996 — 2001
BA, Theatre
Central Atlantic School of Trust and Investment Managment 2002 — 2005
Trust Investments, Administration and Relationship Management
Cannon Financial Institute 2006 — 2010
Personal Trust School I, II, III
Charan Preet Anand, CSOP Charan Preet Anand, CSOP's Phoenixville Federal Bank and Trust Experience June 2008 - January 2014
Job Senior Alternative Investments Analyst at SEI
Industry Investment Management
Experience
SEI June 2015 - Present
SEI March 2014 - June 2015
Phoenixville Federal Bank and Trust June 2008 - January 2014
Skills
Trust Management, Trust Services, Wealth Management, Investment Management, Investments, Trust Operations, Wealth Management..., Asset Management, Financial Accounting, Financial Services, IRAs, Fixed Income, Accounting, Account Reconciliation
Education
Institute of Certified Bankers (ICB) 2010 — 2012
CSOP, Securities Operations
Aptech, India 1993 — 1997
Diploma in Software Engineering, Computer Software Engineering
University of Madras 1993 — 1996
Bachelor's Degree, Accounting and Commerce
SEI June 2015 - Present
SEI March 2014 - June 2015
Phoenixville Federal Bank and Trust June 2008 - January 2014
Skills
Trust Management, Trust Services, Wealth Management, Investment Management, Investments, Trust Operations, Wealth Management..., Asset Management, Financial Accounting, Financial Services, IRAs, Fixed Income, Accounting, Account Reconciliation
Education
Institute of Certified Bankers (ICB) 2010 — 2012
CSOP, Securities Operations
Aptech, India 1993 — 1997
Diploma in Software Engineering, Computer Software Engineering
University of Madras 1993 — 1996
Bachelor's Degree, Accounting and Commerce
Chuck Benz Chuck Benz's Phoenixville Federal Bank and Trust Experience December 2007 - Present
Job SVP/ Branch Coordinator and Security Officer
Industry Banking
Experience
Perkiomen Valley Youth Football January 2012 - Present
Phoenixville Federal Bank and Trust December 2007 - Present
Rotary Club of Phoenixville July 2007 - Present
Open Hearth, Inc January 2007 - Present
Friends of the Phoenixville Public Library January 2002 - December 2013
Association for the Colonial Theatre January 2003 - April 2013
Phoenxiville Chamber of Commerce January 2008 - January 2010
Phoenixville Regional Chamber of Commerce January 2008 - December 2009
Phoenixville Rotary July 2008 - June 2009
First National Bank of Chester County 2006 - 2008
Skills
Strategic Planning, Customer Service, Leadership, Loans, Banking, Commercial Banking, Consumer Lending, Small Business Lending, Management, Commercial Lending, Mortgage Lending, Small Business, Marketing, Public Speaking, Team Building, Sales, Credit, Event Planning, Loan Origination, Retail Banking, Nonprofits, Credit Analysis, Fundraising, Investments, Sales Management, Marketing Strategy, Event Management, Lines Of Credit
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1989
BS, Business Management
Union County College 1985 — 1987
AA, Business Administration
Seton Hall University 1984 — 1985
Perkiomen Valley Youth Football January 2012 - Present
Phoenixville Federal Bank and Trust December 2007 - Present
Rotary Club of Phoenixville July 2007 - Present
Open Hearth, Inc January 2007 - Present
Friends of the Phoenixville Public Library January 2002 - December 2013
Association for the Colonial Theatre January 2003 - April 2013
Phoenxiville Chamber of Commerce January 2008 - January 2010
Phoenixville Regional Chamber of Commerce January 2008 - December 2009
Phoenixville Rotary July 2008 - June 2009
First National Bank of Chester County 2006 - 2008
Skills
Strategic Planning, Customer Service, Leadership, Loans, Banking, Commercial Banking, Consumer Lending, Small Business Lending, Management, Commercial Lending, Mortgage Lending, Small Business, Marketing, Public Speaking, Team Building, Sales, Credit, Event Planning, Loan Origination, Retail Banking, Nonprofits, Credit Analysis, Fundraising, Investments, Sales Management, Marketing Strategy, Event Management, Lines Of Credit
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1989
BS, Business Management
Union County College 1985 — 1987
AA, Business Administration
Seton Hall University 1984 — 1985
George A. Albany, III's Phoenixville Federal Bank and Trust Experience October 2012 - Present
Job Vice President for Loan Workout and Special Assets
Industry Banking
Experience
Phoenixville Federal Bank and Trust October 2012 - Present
The Bryn Mawr Trust Company August 2010 - 2012
First Keystone Bank June 2009 - August 2010
First Keystone Bank December 1976 - August 2010
First Keystone Bank June 2009 - 2010
First Keystone Bank December 1976 - 2010
First Keystone Bank January 1976 - 2010
First Keystone Bank January 1993 - January 2009
First Keystone Bank 1993 - 2009
First Keystone Bank January 1992 - January 1993
Skills
Loans, Loss Mitigation, Sales, Coaching, Mortgage Lending, Commercial Lending, Management, Loan Servicing, Nonprofits, Finance, Construction Loans, Analysis, Credit, Small Business Lending, Banking, Training
Education
University of Pennsylvania 1985 — 1986
Liberal Studies
Penn State Delco Campus 1980 — 1985
Business, Law, Real Estate, Insurance courses
Institute of Financial Education 1978 — 1984
Certificate of Achievement, Banking/Business
University of Pennsylvania
course work, Liberal Studies
Gettysburg College 1972 — 1976
BA in History, History
Gettysburg College 1972 — 1976
BA, History
Nether Providence High School 1968 — 1972
Institute of Financial
Pennsylvania State University
Paralegal, Banking, Real Estate and Insurance courses
Phoenixville Federal Bank and Trust October 2012 - Present
The Bryn Mawr Trust Company August 2010 - 2012
First Keystone Bank June 2009 - August 2010
First Keystone Bank December 1976 - August 2010
First Keystone Bank June 2009 - 2010
First Keystone Bank December 1976 - 2010
First Keystone Bank January 1976 - 2010
First Keystone Bank January 1993 - January 2009
First Keystone Bank 1993 - 2009
First Keystone Bank January 1992 - January 1993
Skills
Loans, Loss Mitigation, Sales, Coaching, Mortgage Lending, Commercial Lending, Management, Loan Servicing, Nonprofits, Finance, Construction Loans, Analysis, Credit, Small Business Lending, Banking, Training
Education
University of Pennsylvania 1985 — 1986
Liberal Studies
Penn State Delco Campus 1980 — 1985
Business, Law, Real Estate, Insurance courses
Institute of Financial Education 1978 — 1984
Certificate of Achievement, Banking/Business
University of Pennsylvania
course work, Liberal Studies
Gettysburg College 1972 — 1976
BA in History, History
Gettysburg College 1972 — 1976
BA, History
Nether Providence High School 1968 — 1972
Institute of Financial
Pennsylvania State University
Paralegal, Banking, Real Estate and Insurance courses
Lori Cestra's Phoenixville Federal Bank and Trust Experience October 2009 - April 2012
Job EVP/COO, Enterprise Bank; Board Member at Pennsylvania Association of Community Bankers
Industry Banking
Experience
Enterprise Bank September 2012 - Present
Pennsylvania Association of Community Bankers 2012 - Present
ICBA January 2014 - January 2015
Enterprise Bank April 2012 - September 2012
Phoenixville Federal Bank and Trust October 2009 - April 2012
Enterprise Bank February 1999 - October 2008
Education
University of Colorado Boulder
Graduate School of Banking at Colorado
Edinboro University of Pennsylvania 1994 — 1996
Bachelors, Business Administration
Enterprise Bank September 2012 - Present
Pennsylvania Association of Community Bankers 2012 - Present
ICBA January 2014 - January 2015
Enterprise Bank April 2012 - September 2012
Phoenixville Federal Bank and Trust October 2009 - April 2012
Enterprise Bank February 1999 - October 2008
Education
University of Colorado Boulder
Graduate School of Banking at Colorado
Edinboro University of Pennsylvania 1994 — 1996
Bachelors, Business Administration
Debora Micka's Phoenixville Federal Bank and Trust Experience February 2012 - Present
Job Senior Vice President/Chief Credit Officer Phoenixville Federal Bank & Trust
Industry Banking
Experience
Phoenixville Federal Bank and Trust February 2012 - Present
First Priority Bank December 2010 - February 2012
Allegiance Bank May 2005 - November 2010
DNB First June 1999 - May 2005
Skills
Loans, Credit, Commercial Banking, Banking, Credit Analysis, Commercial Mortgages, Credit Risk, Underwriting, Loan Origination, Financial Structuring, Lines Of Credit, Commercial Lending, Asset Management, Risk Management, Portfolio Management, Financial Analysis
Education
University of Pittsburgh 1978 — 1981
Bachelor of Arts, Business Economics - Finance
Nativity
Nativity
Phoenixville Federal Bank and Trust February 2012 - Present
First Priority Bank December 2010 - February 2012
Allegiance Bank May 2005 - November 2010
DNB First June 1999 - May 2005
Skills
Loans, Credit, Commercial Banking, Banking, Credit Analysis, Commercial Mortgages, Credit Risk, Underwriting, Loan Origination, Financial Structuring, Lines Of Credit, Commercial Lending, Asset Management, Risk Management, Portfolio Management, Financial Analysis
Education
University of Pittsburgh 1978 — 1981
Bachelor of Arts, Business Economics - Finance
Nativity
Nativity
Marietta Fisher's Phoenixville Federal Bank and Trust Experience June 2014 - Present
Job Bank Teller at Phoenixville Federal Bank and Trust
Industry Hospital & Health Care
Experience
Phoenixville Federal Bank and Trust June 2014 - Present
Franklin Mint Federal Credit Union May 2014 - June 2014
Main Line Health September 2011 - May 2014
Vanguard February 2011 - April 2011
Phoenixville Federal Bank and Trust February 2008 - February 2011
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Microsoft Word, Banking, Research, Customer Service, Medical Terminology, Health Insurance, ICD-9, CPT, HCPCS, PowerPoint, Hospitals, Human Resources, HIPAA, Access
Education
Montgomery County Community College-West Campus 2012 — 2013
West Chester University of Pennsylvania 2003 — 2007
Bachelor, Philosophy
Phoenixville Federal Bank and Trust June 2014 - Present
Franklin Mint Federal Credit Union May 2014 - June 2014
Main Line Health September 2011 - May 2014
Vanguard February 2011 - April 2011
Phoenixville Federal Bank and Trust February 2008 - February 2011
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Microsoft Word, Banking, Research, Customer Service, Medical Terminology, Health Insurance, ICD-9, CPT, HCPCS, PowerPoint, Hospitals, Human Resources, HIPAA, Access
Education
Montgomery County Community College-West Campus 2012 — 2013
West Chester University of Pennsylvania 2003 — 2007
Bachelor, Philosophy
Jay Lowden's Phoenixville Federal Bank and Trust Experience 2005 - 2011
Job Banking Professional
Industry Banking
Experience
Phoenixville Federal Bank and Trust 2005 - 2011
Education
Lycoming College
Phoenixville Federal Bank and Trust 2005 - 2011
Education
Lycoming College