Edition:
India

WSFS Financial Corp (WSFS.OQ)

WSFS.OQ on NASDAQ Stock Exchange Global Select Market

25.64USD
25 Sep 2020
Change (% chg)

$0.54 (+2.15%)
Prev Close
$25.10
Open
$24.92
Day's High
$25.80
Day's Low
$24.90
Volume
158,995
Avg. Vol
110,688
52-wk High
$45.91
52-wk Low
$17.84

Summary

Name Age Since Current Position

Rodger Levenson

58 2020 Chairman of the Board, President, Chief Executive Officer

Dominic Canuso

45 2016 Chief Financial Officer, Executive Vice President

Lisa Brubaker

56 2018 Executive Vice President, Chief Technology Officer

Paul Greenplate

61 2017 Executive Vice President, Chief Risk Officer

Arthur Bacci

61 2018 Executive Vice President, Chief Wealth Officer

Steve Clark

62 2016 Executive Vice President, Chief Commercial Banking Officer

Peggy Eddens

64 2018 Executive Vice President, Chief Associate & Customer Experience Officer - WSFS Bank

Richard Wright

67 2006 Executive Vice President and Chief Retail Banking Officer for WSFS Bank

Eleuthere du Pont

53 2016 Lead Independent Director

Marvin Schoenhals

73 2018 Director

Mark Turner

55 2020 Director

Anat Bird

68 2010 Independent Director

Francis Brake

56 2014 Independent Director

Karen Buchholz

53 2019 Independent Director

Jennifer Davis

49 2009 Independent Director

Michael Donahue

61 2019 Independent Director

Christopher Gheysens

48 2017 Independent Director

David Turner

55 2013 Independent Director

Biographies

Name Description

Rodger Levenson

Mr. Rodger Levenson serves as Chairman of the Board, President, Chief Executive Officer of the Company. Prior to assuming this role, he was Executive Vice President and Chief Operating Officer from July 2017 to December 31, 2018, EVP and Chief Corporate Development Officer from June 2016 to July 2017, interim Executive Vice President and Chief Financial Officer from April 2015 to June 2016, and Executive Vice President and Chief Commercial Banking Officer from 2006 to April 2015. From 2003 to 2006, Mr. Levenson was Senior Vice President and Manager at Citizens Bank. He began his banking career in 1986 in Philadelphia at CoreStates Financial (now part of Wells Fargo) where he led several business units over 17 years. An active member of the Greater Delaware Valley community, Mr. Levenson lends his experience and expertise to several local not-for-profit and public-private organizations that promote economic development, affordable housing, and access to quality education for children. His community service spans memberships on several Boards of Directors, including The Chamber of Commerce for Greater Philadelphia, Delaware State Chamber of Commerce, and the United Way of Delaware. He also serves as a member of the Delaware Business Roundtable. An Executive Board Member of The Wilmington Alliance, Mr. Levenson also champions the revitalization and economic growth of Wilmington, DE, where WSFS was founded and remains headquartered. He was the Chairman of the Delaware Bankers Association from 2014 to 2016 and served its Board from 2011-2016.

Dominic Canuso

Mr. Dominic C. Canuso is Chief Financial Officer, Executive Vice President of the Company. In 2019, he assumed executive leadership of Cash Connect®. From 2006 to 2016, he was Finance Director at Barclays’ US Credit Card Business, most recently serving as Line of Business CFO. Prior to Barclays, he was at Advanta Bank and Arthur Andersen Consulting.

Lisa Brubaker

Ms. Lisa Brubaker is Executive Vice President, Chief Technology Officer of the Company. She joined WSFS in 1986 and has held a variety of leadership roles with increasing responsibilities throughout her WSFS career. Ms. Brubaker serves on the Board of the Brandywine Red Clay Alliance, a watershed conservation organization in Southeastern Pennsylvania and New Castle County, Delaware, and volunteers for the Delaware Nature Society, Girls Inc. of Delaware and the Delaware Humane Association.

Paul Greenplate

Mr. Paul S. Greenplate is Executive Vice President, Chief Risk Officer of the Company. Mr. Greenplate joined WSFS in 1999 and prior to his leadership role in the Risk Division, he served as Senior Vice President and Treasurer. As Chief Risk Officer, Mr. Greenplate oversees all independent Risk Management functions including, Credit Risk Management, Real Estate Services, Asset Recovery, Enterprise Risk Management, Legal, Internal Audit, Loan Review and Regulatory Compliance.

Arthur Bacci

Mr. Arthur J. Bacci serves as Executive Vice President, Chief Wealth Officer of the Company. Prior to joining WSFS, Mr. Bacci was a Vice President at Principal Financial Group, a diversified global investment management firm, where he most recently served as Head of Principal’s Hong Kong business from 2013 to 2018. He joined Principal in 2002 as chief financial officer of Principal Trust Company (in Delaware). He subsequently was named CEO/President of the trust company and Principal Bank. Mr. Bacci received his BS in Finance from San Jose State and a MBA from Santa Clara University. He has also participated in leadership and management programs at the University of Pennsylvania’s Wharton School.

Steve Clark

Mr. Steve Clark is Executive Vice President, Chief Commercial Banking Officer of the Company. From 2002 thru 2006, Mr. Clark led and managed the establishment of the Middle Market lending unit, and in 2007 became Division Manager of the Business Banking and Middle Market Divisions. Prior to 2002, he spent 23 years in various commercial banking positions at PNC Bank and its predecessor companies.

Peggy Eddens

Ms. Peggy H. Eddens serves Executive Vice President, Chief Associate & Customer Experience Officer - WSFS Bank of the Company. From 2003 to 2007 she was Senior Vice President for Human Resources and Development for NexTier Bank in Butler, PA. Prior to that, she held several leadership positions with Mellon Bank and Citizens Bank. Mrs. Eddens received a Bachelor of Science in Business Administration from Robert Morris University and a Master of Science in Human Resource Management from LaRoche College.

Richard Wright

Mr. Richard M. Wright is Executive Vice President and Chief Retail Banking Officer of WSFS Bank subsidiary of the Company. From 2003 to 2006 Mr. Wright was Executive Vice President, Retail Banking and Marketing for DNB First in Downingtown, PA. Mr. Wright received a Bachelor of Arts in Marketing and Economics from California State University, Fullerton and a Master’s in Business Administration from the University of Southern California.

Eleuthere du Pont

Mr. Eleuthere I. du Pont serves as Lead Independent Director of the Company. Since 2008, he has been president of the Longwood Foundation, a private foundation principally supporting charitable organizations. He has also been a director of E.I. du Pont de Nemours and Company since 2006 (serving as an ex-officio member of the board during the merger of equals with Dow). In 2007 and 2008, he served as Senior Vice President, Operations and Chief Financial Officer of drugstore.com. Prior to that, Mr. du Pont served as President and Chief Financial Officer of Wawa, Inc., a chain of food markets in the mid-Atlantic region.

Marvin Schoenhals

Mr. Marvin N. Schoenhals is Director of the Company. Mr. Schoenhals served as Chief Executive Officer from 1990 to 2005 and Chairman/Executive Chairman from 1992 to 2017. From 1990 to 2007, he also served as President and Chief Executive Officer. Mr. Schoenhals was a director of the Federal Home Loan Bank of Pittsburgh from 1997 to 2007, serving as their Chairman from 2005 to 2007. He was a member of the Brandywine Mutual Fund’s Board of Directors from 1995 to 2006. He served on the Board of Burris Logistics, a privately owned distributer of frozen and dry foods, from 1998 to 2016, including chairman from 2005 to 2015. Mr. Schoenhals is a former trustee and former Chairman of the Delaware Public Policy Institute. He is a former Chairman of the Delaware State Chamber of Commerce and former Chairman of the Sunday Breakfast Mission. Until 2013, Mr. Schoenhals was Chairman of Vision 2015, a Delaware coalition that created a plan to improve Delaware public education. Mr. Schoenhals received the Josiah Marvel Cup Award from the Delaware State Chamber of Commerce, presented annually to honor a Delawarean who has made an outstanding contribution to the state, community and society. In 2004, he was inducted into the Delaware Business Leaders Hall of Fame.

Mark Turner

Mr. Mark A. Turner serves as Director of the Company. Currently, Mr. Turner is CEO, Chairman and Co-founder of Wing Financial Solutions, Inc., a start-up enterprise focused on developing products, services, interfaces and a marketing approach that appeals to Millennials’ banking needs and lifestyles. Prior to joining WSFS in 1996, Mr. Turner worked at CoreStates Bank, Meridian Bancorp and at the international professional services firm of KPMG, LLP. Mr. Turner received his MBA from the Wharton School of the University of Pennsylvania, his master’s degree in Executive Leadership from the University of Nebraska-Lincoln, and his bachelor’s degree in Accounting and Management from LaSalle University. Among other executive leadership programs, Mr. Turner has studied at National Training Labs, Aspen Institute, Gallup University, Toyota University, Center for Creative Leadership, Harvard University, UC Berkeley, Stanford University and Buckley School for Public Speaking. Mr. Turner is also a frequent guest speaker at Wharton’s Executive Education programs.

Anat Bird

Ms. Anat M. Bird is Independent Director of the Company. Ms. Bird is President and Chief Executive Officer of SCB Forums, LTD, which she founded in 1994. Her banking background includes being President and CEO of California Community Bancshares; Executive Vice President of Wells Fargo Bank; Group Head and Executive Vice President of Norwest Bank; Senior Executive Vice President, Chief Operating Officer and Board Member of Roosevelt Financial Group; and Managing Director in charge of Strategic Planning, Product Development and Management, the Balance Sheet Advisory Group of Marine Midland Bank. She also founded the Financial Institutions Consulting Group at BDO Seidman. Ms. Bird has taught Financial Markets and Institutions at the University of California at Davis and MBA courses at Temple University. She has spoken at over 400 national and regional forums in banking and other industries. In addition to her contribution as a columnist for the American Banker, she contributes articles to other leading industry publications. She serves on the board of directors for MidFirst Bank in Oklahoma City, Oklahoma. She also has served on the Boards of Sterling Bank (2002-2011), Sun Bancorp, Inc. (2008-2009), First Indiana Bank (2002-2007) and AmTrust Bank (2008-2009).

Francis Brake

Mr. Francis B. Brake, Jr., is Independent Director of the Company. Since 2007, he has been President and Co-Founder of Epic Research, LLC, a privately held marketing services firm with principal interests in multiple consumer-facing industries, driving marketing and product innovation in areas such as travel loyalty, consumer electronics, student lending and small business marketing. From 2000 to 2007, he served as Managing Director and Chief Marketing Officer for Juniper Bank/Barclaycard US. Prior to that, he held various positions at First USA Bank from 1994 to 2000 including Executive Vice President, Marketing. Mr. Brake serves on the Board of Directors of Smarter Agent, LLC, a privately held technology firm, The Chester Foundation and is a past director of Barclays Bank Delaware

Karen Buchholz

Ms. Karen Dougherty Buchholz is Independent Director of the company. Since 2018, Ms. Buchholz has served as Chief Diversity Officer and Senior Vice President of Administration for Comcast Corporation, one of the nation’s leading providers of entertainment, information and communications products and services. She previously served as a director of Beneficial Bancorp. Inc. (“Beneficial”) from 2014 to 2019 and as Trustee of Beneficial Bank from 2009 to 2014. Ms. Buchholz earned her undergraduate degree from Dickinson College and her master’s degree in organizational dynamics from the University of Pennsylvania. As an executive of Comcast Corporation, Ms. Buchholz provides the Board of Directors with extensive public company oversight, leadership experience, knowledge of local and national markets, and technology expertise. In addition, Ms. Buchholz is affiliated with several local civic and charitable organizations and offers the Board of Directors significant business and management level experience from a setting outside the financial services industry.

Jennifer Davis

Ms. Jennifer W. Davis is Independent Director of the Company. Ms. Davis is Executive Vice President and Chief Operating Officer at the University of Virginia. Her portfolio includes the areas of finance, human resources, accounting, treasury, facilities, audit, compliance, Enterprise Risk Management, technology, public safety, and auxiliary services. Ms. Davis served as the Senior Vice President and Chief Financial Officer at George Mason University from 2013 to 2018. From 2008 to 2013, she was employed by the University of Delaware as Vice President for Finance and Administration. Prior to that, Ms. Davis served as Cabinet Secretary-Director of the Office of Management and Budget for the State of Delaware. She also served the State of Delaware as Budget Director, Deputy Secretary of Education and Associate Secretary of Education for policy and administrative services.

Michael Donahue

Mr. Michael J. Donahue serves as Independent Director of the Company. Since 2015, Mr. Donahue has served as a business advisor and consultant through Donahue Consulting, Inc. He served as a trustee and then a director of Beneficial from 2015 until its merger with WSFS. Mr. Donahue is a retired partner of KPMG LLP, the global accounting and consulting firm where he held various leadership roles including Group Executive Vice President and Chief Operating Officer of KPMG Consulting (later renamed BearingPoint, NYSE: BE, NASDAQ: KCIN), the $3.6 billion consulting and systems integration firm. Mr. Donahue also served as the managing partner, technology solutions, for the global consulting business and as a member of the Board of Directors of KPMG LLP (US), KPMG Consulting KK (Japan) and as Chairman of the Supervisory Board of KPMG Consulting AG (Germany, Austria and Switzerland). While Chief Operating Officer, Mr. Donahue managed the initial public offering process and led a global expansion program, completing 34 merger and acquisition transactions which added $1.1 billion of annual revenue. Mr. Donahue has significant Board experience having served on the board of directors for a total of 19 public and private corporations. Mr. Donahue’s experience has ranged from large global company boards to emerging growth company boards. In addition to serving on the Board, since 2015, Mr. Donahue has served as an independent director of SiteSpect, a web marketing and optimization software business located in Boston. Mr. Donahue served as an independent director of Mobiquity, a privately held, Massachusetts-based mobile technology and services company, from 2014 to 2019, until it was acquired by Hexaware, Inc

Christopher Gheysens

Mr. Christopher T. Gheysens serves as Independent Director of the Company. Since 2013, Mr. Gheysens has served as President & Chief Executive Officer of Wawa, Inc., a family- and associate-owned, privately held company. Wawa is a chain of more than 890 convenience stores located in six states and known for their fresh food and beverage and legendary customer service. Mr. Gheysens has served Wawa associates for more than twenty years and previously held the position of Chief Financial and Administrative Officer from January 2007 to December 2012, with responsibility for all financial, legal and human resource functions. Prior to joining Wawa, Mr. Gheysens worked in the audit practice at Deloitte and Touche, LLP in Philadelphia, Pennsylvania. Mr. Gheysens graduated from the Villanova University School of Business with a Bachelor of Science in Accountancy. He obtained his Master of Business Administration from Saint Joseph’s University and was a Certified Public Accountant in New Jersey. Mr. Gheysens was previously on the Board of Directors for the National Association of Convenience Stores (NACS). He also is the chairperson of the Dean’s Advisory Council for the Villanova School of Business and previously a member of the Economic and Community Advisory Committee for the Federal Reserve Bank of Philadelphia. He joined The Children’s Hospital of Philadelphia Board of Overseers in 2014 and led the formation of their first Corporate Council.

David Turner

Mr. David G. Turner is Independent Director of the Company. Currently, Mr. Turner serves as the Managing Partner for Financial Service for all Consulting in North America for IBM, previously serving as Vice President & Partner, Service Line Leader for North America Global Business Services after joining IBM in 2010 as Global Industry Leader, Financial Services Big Data, Analytics and Cognitive Industry Platforms in the Global Services Division. After retiring from Bank of America, in 2009, Mr. Turner founded Sovereign Partners Consulting, LLC working with key major banking clients worldwide focusing on strategy and IT consulting. Mr. Turner joined MBNA in 2003 as Senior Executive Vice President and, in the following year, was promoted to Group Executive to create their Research and Development Department. He served in various capacities with MBNA and its successor, Bank of America, through 2009 including his role as the Information Management Transformation Executive. Prior to that, Mr. Turner was Executive Vice President and President of the Gateway Companies, San Diego, California. Mr. Turner is the former Chairman of the Board of Trustees of Delaware State University, former director of the US Chamber of Commerce and an adjunct professor at several universities.

Basic Compensation