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The Importance of Assessing Relationships Amid Times of Financial Uncertainty

In uncertain financial times, it becomes even more important for business owners to have strong relationships with their bank, CPA and financial advisor. But I also recommend assessing and cultivating other key relationships to help you weather the storm until market conditions improve.

Internal Business Relationships
Particularly during an economic downturn, success is all about understanding what drives your business. Looking back at the Great Recession, I believe the companies that best navigated it did a good job of recognizing and retaining the people who created value for them — rather than simply implementing widespread…


Why I Joined Univest After 18 Years with Another Bank

In April, I made the move to Univest as Market President for Maryland after spending 18 years at a well-known, mid-Atlantic bank with $150-plus billion in assets. I started with that bank right out of college, went through a management development program, climbed the corporate ladder and eventually oversaw business banking in the Baltimore region.

Since deciding to leave, I often hear the question: “Why? You had a great career and you’re still young with so much opportunity.”

The answer is pretty simple: Univest offers something very different to the Baltimore market. The consolidation of community banks over the years…

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