July 30, 2016 5:00 AM ET

Banks

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

Phone:

877-723-5571

Fax:

215-723-8928

Key Executives for Univest Bank and Trust Co.

Chief Executive Officer, Director, Chief Executive Officer of Univest Corporation of Pennsylvania and President of Univest Corporation of Pennsylvania
Age: 42
President and Director
Age: 48
Chief Financial Officer and Executive Vice President
Age: 53
President of Consumer Banking and Director
President of Wealth Management Division
Compensation as of Fiscal Year 2016.

Univest Bank and Trust Co. Key Developments

Univest Corporation of Pennsylvania and Univest Bank and Trust Co. Announce Management Changes

Univest Corporation of Pennsylvania and Fox Chase Bancorp Inc. announced that each has received all necessary regulatory and shareholder approvals to close its pending merger transaction, announced in December 2015. Regulatory approval was obtained in May from both the Pennsylvania Department of Banking and Securities and the Board of Governors of the Federal Reserve System.  Shareholders from both Univest and Fox Chase approved the transaction on June 14, 2016.  Subject to satisfaction or waiver of certain additional customary closing conditions, Univest intends to close the transaction effective July 1, 2016. Upon completion of the transaction, Thomas M. Petro, president and chief executive officer of Fox Chase, along with Roger H. Ballou and Todd S. Benning, current Fox Chase directors, will be named to the Univest Board of Directors. In addition, Roger Deacon, executive vice president and chief financial officer of Fox Chase will join Univest as senior executive vice president and chief financial officer for Univest and Univest Bank.  Mike Fitzgerald, Fox Chase’s chief lending officer, will also join Univest Bank upon closing as market president, Commercial Banking and manage the Southern division which will include the Fox Chase commercial lending team.

Univest Bank and Trust Co. Appoints Jane Sobieski as Senior Vice President in its Commercial Banking Area

Univest Bank and Trust Co. has announced the appointment of Jane Sobieski as senior vice president in its commercial banking area. In this role, Sobieski will provide financial advice, commercial and industrial lending, real estate lending and working capital solutions to small businesses and middle market companies throughout Greater Philadelphia. With more than 20 years of experience in the financial services industry, Sobieski previously worked for CoreStates Bank and Wachovia Bank. She most recently served as senior relationship manager for Bank of America. She also serves as chair of Finanta.

Univest Corporation of Pennsylvania and Univest Bank and Trust Co. Appoint Megan Duryea Santana as Executive Vice President and General Counsel

On February 22, 2016, Univest Corporation of Pennsylvania and Univest Bank and Trust Co. announced the appointment of Megan Duryea Santana, Esq., to Executive Vice President and General Counsel of the Corporation and the Bank. Santana will be responsible for general legal matters, serve as corporate secretary and assist with risk management. Santana joins the Corporation from Fox Rothschild LLP where she was a partner. Santana will play a key role in maintaining Univest's solid reputation for upholding the highest standards of excellence when it comes to corporate governance. In her new role, Santana will be responsible for general legal matters, serve as corporate secretary and assist with risk management. Santana joins Univest from Fox Rothschild LLP where she was a partner.

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