Company Description
WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States.
It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, interest-bearing demand deposits, money market deposit accounts, and certificates of deposit, as well as accepts jumbo certificates of deposit from individuals, businesses, and municipalities.
The company also provides a range of loans, which comprise fixed and adjustable rate residential loans; commercial mortgage and commercial loans; commercial construction loans; commercial loans for working capital, financing equipment and real estate acquisitions, business expansion and other business purposes; and consumer credit products, such as home equity loans, home equity lines of credit, automobile loans, unsecured lines of credit, and other secured and unsecured personal installment loans.
In addition, it offers insurance products; planning and advisory services, investment management, trust services, and credit and deposit products to individual, corporate and institutional clients; retail securities and insurance brokerage services; mortgage and title services; residential mortgage and refinancing solutions; and leases small equipment and fixed assets, as well as provides financial planning, customized investment strategies, brokerage products, fiduciary, and wealth management services.
Further, the company provides ATM vault cash, smart safe, and other cash logistics services; and online reporting and ATM cash management, predictive cash ordering and reconcilement services, armored carrier management, loss protection, and deposit safe cash logistics services, as well as trustee, agency, bankruptcy administration, custodial and commercial domicile services.
The company was founded in 1832 and is based in Wilmington, Delaware.
| Country | United States |
| Founded | 1980 |
| Industry | Banks - Regional |
| Sector | Financials |
| Employees | 2,229 |
| CEO | Rodger Levenson |
Contact Details
Address: 500 Delaware Avenue Wilmington, Delaware 19801 United States | |
| Phone | 302 792 6000 |
| Website | wsfsbank.com |
Stock Details
| Ticker Symbol | WSFS |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0000828944 |
| CUSIP Number | 929328102 |
| ISIN Number | US9293281021 |
| Employer ID | 22-2866913 |
| SIC Code | 6021 |
Key Executives
| Name | Position |
|---|---|
| Rodger Levenson | Chairman, President and Chief Executive Officer |
| Arthur J. Bacci | Executive Vice President and Chief Operating Officer |
| Lisa M. Brubaker | Executive Vice President, Chief Human Resources Officer and Chief Information Officer |
| Stephen P. Clark | Executive Vice President and Chief Commercial Banking Officer |
| Patrick J. Ward | Executive Vice President and Pennsylvania Market President of Wilmington Savings Fund Society, FSB |
| David Burg | Executive Vice President and Chief Financial Officer |
| Charles K. Mosher CPA | Senior Vice President and Chief Accounting Officer |
| Shilpa Kumar | Senior Vice President and Head of Corporate Finance |
| Lisa Washington | Senior Vice President and Chief Legal Officer |
| Patrick M. Killeen | Chief Compliance Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 6, 2024 | 10-Q | Quarterly Report |
| Oct 28, 2024 | 8-K | Current Report |
| Oct 24, 2024 | 8-K | Current Report |
| Oct 17, 2024 | SC 13G | Statement of acquisition of beneficial ownership by individuals |
| Aug 2, 2024 | 10-Q | Quarterly Report |
| Aug 2, 2024 | 8-K | Current Report |
| Jul 30, 2024 | 144 | Filing |
| Jul 30, 2024 | 144 | Filing |
| Jul 25, 2024 | 8-K | Current Report |
| Jun 25, 2024 | 11-K | Annual report of employee stock purchase, savings and similar plans |