Nan Kelly Email & Phone Number

Greater Philadelphia Area

Greater Philadelphia Area

Univest Corporation of Pennsylvania is a vital, growing company with deep ties to its local communities. Our rich history is enhanced by our desire to remain close to our customers, so we can deliver excellent service and solutions to meet their financial needs. Univest's financial solutions for your life and business include banking, insurance, investments, trust, wealth management, leasing, and mortgage banking. Univest Corporation of Pennsylvania, including its wholly-owned subsidiary, Univest Bank and Trust Co., Member FDIC, has approximately $4.2 billion in assets and $3.2 billion in assets under management and supervision through its Wealth Management Division. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. Univest delivers these services through a network of more than 50 offices in southeastern Pennsylvania extending to the Lehigh Valley and Lancaster, as well as New Jersey and Maryland and online at www.univest.net.

Conshohocken, Pa

Founded in 1934 and currently in its third generation of family ownership, Firstrust is a privately-held bank with assets of $2.5 billion. Safe and sound for 80 years, Firstrust is a Small Business Administration (SBA) preferred lender providing both retail and commercial services through its 19 banking offices located in Bucks, Burlington, Lehigh, Montgomery and Philadelphia counties. Continuing to meet the needs of its customers, Firstrust offers a wide variety of deposit products, consumer and business loan options, residential and commercial real estate mortgages and cash-management products. I administer a diversified loan portfolio and new business development of commercial loan and deposit products to small and medium sized businesses, real estate owners and entrepreneurs, and local not-for-profit organizations. I manage a support team that assists in the credit underwriting, maintenance, and the cross-selling of cash management services, investment advisory, leasing and other financial services products.

For more than 125 years, Conestoga Bank has been a part of Philadelphia and the surrounding area. Conestoga Bank is a full-service financial institution with 16 locations in Center City and South Philadelphia, Bucks, Chester, Montgomery and Delaware counties. A wholly-owned subsidiary of Conestoga Bancorp, Conestoga Bank is headquartered in Chester Springs, Pennsylvania.As senior vice president commercial and industrial lending, I am responsible for exploring and pursuing new markets for loan products, analyzing loan requests and preparing written evaluations and recommendations for approvals, as well as coordinating the loan closings, ensuring that documents are properly prepared and executed. Additionally, I sustain productive relationships with borrowers and assist with problem loans and arrange for and coordinate technical assistance to existing and prospective borrowers to help them improve their current operations and/or future business plans.

Philadelphia, Pa

LAND SERVICES USA, INC. is a premier national provider of real estate title insurance, search and settlement and escrow services. Land Services USA closed and insured over 9 billion dollars worth of real estate assets in 2013. Land Services USA has the experience and resources to handle any transaction, from residential refinances to multi-site/multi-state commercial portfolios; from sophisticated title searches to foreclosures and dispositions of bank-owned property.

Radnor, Pa

First Horizon National Corporation is a premier financial services company with a long history of success and traditions dating back to 1864. Today, the First Horizon name identifies a family of companies, providing a wide range of financial services, and is known for exceptional customer service and a deep commitment to its people, with a team of almost 4,300 employees working in locations in and around Tennessee and capital markets offices in the U.S. and abroad serving more than 390,000 consumer customers and 48,000 businesses.

Philadelphia, Pa

Republic First Bancorp, Inc. is a one bank holding company that operates through its wholly owned subsidiary, Republic First Bank (Republic), a state-chartered commercial bank. Republic offers commercial and consumer banking services with an emphasis on serving the needs of individuals, small and medium-sized businesses, executives, professionals and professional organizations in its service area. Republic offers both commercial and consumer deposit accounts. Republic offers a range of loan and credit facilities to the businesses and residents of its service area, including secured and unsecured commercial loans, commercial real estate and construction loans, residential mortgages, automobile loans, home improvement loans, home equity and overdraft lines of credit, and other products.

Philadelphia, Pa

Citizens Financial Group is the thirteenth largest retail bank holding company in the United States according to SNL Financial with $126.9 billion of total assets as of March 31, 2014. Headquartered in Providence, Rhode Island, and with approximately 18,400 employees, CFG delivers a broad range of retail and commercial banking products and services through approximately 1,350 branches and approximately 3,500 ATMs operated in a 12-state footprintacross the New England, Mid-Atlantic and Midwest regions; and through online, telephone and mobile banking platforms.

Norristown, Pa

Haverford, Pa