Relationship Spotlight: WSMT Insurance Agency
Like any business, insurance firms need capital to grow. However, the complexities related to insurance agency business models can often steer lenders away from this …Read More
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Select Page: Posts Per PageWelcome Michael Donato
Get to know Michael: Name: Michael A. Donato Current title: Senior Vice President and Managing Director of SBA Lending at Univest Bank and Trust Co. …Read More
Welcome Edwin Roman
Get to know Edwin: Name: Edwin Román Current title: Vice President and SBA Relationship Manager at Univest Bank and Trust Co. What is your specialty …Read More
Welcome Kristine Koehler
Get to know Kristine: Name: Kristine Koehler Current title: Vice President and SBA Credit Underwriting Manager at Univest Bank and Trust Co. What is your …Read More
Should You Get Out of Debt Before Entering Retirement?
Many people headed towards retirement are faced with endless “Should I?” questions: Should I move to a warmer climate or stay closer to family? Should …Read More
Welcome Joseph O’Hara
Get to know Joe: Name: Joseph O’Hara Current title: Vice President and Senior Business Development Manager at Univest Capital What is your specialty or area …Read More
Dear HR – Employees with Valid Medical Marijuana Credentials
The ongoing emotional stress, isolation and uncertainty of COVID-19 has, unfortunately, led to dramatic increases in substance abuse and overdoses. According to a CDC study …Read More
Post-Pandemic Tips for Small Business Owners
It has been more than a year since the pandemic significantly impacted our lives and brought many businesses and industries to a halt. As we …Read More
Is Your Business Protected from Cyber Threats?
Businesses were already becoming more and more digital, then the pandemic hit and that transition increased significantly. Even businesses that may not have considered online …Read More
VIDEO: Talking to Your Kids About Money
It’s never too early to start talking to your kids about money. In fact, children who learn the importance of smart money management early on …Read More