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December 02, 2015 1:17 AM ET


Company Overview of Univest Bank and Trust Co.

Company Overview

Univest Bank and Trust Co. offers commercial banking and trust services in the Montgomery and Bucks counties of Pennsylvania. It offers personal banking solutions such as checking and savings accounts, money market accounts, certificates of deposit, and individual retirement accounts. The bank also offers loan products including auto loans, student loans, and residential mortgages. In addition, it offers business checking accounts, payroll solutions, real estate loans, and Small Business Administration (SBA) programs. Univest Bank and Trust Co. was formerly known as Univest National Bank and Trust Co. and changed its name to Univest Bank and Trust Co. in June 2011. The bank was founded in 18...

Univest Plaza

14 North Main Street

P.O. Box 64197

Souderton, PA 18964

United States

Founded in 1876





Key Executives for Univest Bank and Trust Co.

Chief Executive Officer and Director
Age: 41
President, Chief Financial Officer and Director
Age: 47
President of Consumer Banking and Director
President of Wealth Management Division
President of Southern Division for Commercial Banking
Age: 52
Compensation as of Fiscal Year 2015.

Univest Bank and Trust Co. Key Developments

Univest Bank and Trust Co. Announces Management Appointments

Univest Corporation of Pennsylvania announced the promotion of Michael S. Keim to president of Univest Bank and Trust Co. Additionally, Keim will join the company board of directors. Jeffrey M. Schweitzer, who previously held the position of president of the company, will continue to serve as president and chief executive officer of Univest Corporation and chief executive officer of Univest Bank and Trust Co. The corporation also announced an expanded leadership team that is responsible for growing the bank throughout Univest’s widening marketplace that now includes the Greater Philadelphia Region and the Lehigh Valley. Univest Corporation also announced promotions and new responsibilities for several members of Univest’s executive leadership team who will collectively focus on providing individuals, businesses and nonprofit organizations with community-based banking and other financial solutions. The expanded team reporting to Keimincludes, Philip C. Jackson who has been appointed president of the Northern Division of Commercial Banking, which is defined as Bucks and Montgomery counties and the Lehigh Valley. Jay R. Goldstein has been appointed president of the Southern Division of Commercial Banking, which is defined as Chester, Delaware and Philadelphia counties. Prior to this role, Goldstein served as president of Valley Green Bank, a Division of the company. Louis P. Spinelli continues in the role of president of Consumer Banking but will now be responsible for it’s entire financial center network including the Valley Green Bank Division offices. Hugh W. Connelly has been promoted to president of Small Business Lending for Univest Bank and Trust Co. in addition to continuing his responsibilities as president of Univest Capital Inc. subsidiary of Univest Bank and Trust Co.

Univest Corporation of Pennsylvania and Univest Bank and Trust Co. Announce Retirement of H. Paul Lewis from Board of Directors, Audit and Nominating and Governance Committees

Effective June 24, 2015, H. Paul Lewis retired from the Board of Directors of Univest Corporation of Pennsylvania and Univest Bank and Trust Co. and the Audit and Nominating and Governance Committees. Mr. Lewis will reach the mandatory retirement age later June 2015.

Univest Corporation of Pennsylvania Announces Appointment of President of Valley Green Bank Division of Univest Bank and Trust Co

On January 1, 2015, Univest Corporation of Pennsylvania, parent company of Univest Bank and Trust Co. (Bank) completed its acquisition of Valley Green Bank. The merger of Valley Green with and into the Bank was effected pursuant to the terms and conditions of the agreement and plan of merger dated June 17, 2014. In connection with the execution of the merger agreement, and as a condition to consummation of the merger, Jay R. Goldstein entered into an employment agreement with the corporation, which became effective upon consummation of the merger. The employment agreement provides that Mr. Goldstein, the former President and Chief Executive Officer of Valley Green, will serve as the President of the Valley Green Bank Division of the Bank.

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