Gregg Wagner

Managing Director at The Kafafian Group, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Bala-Cynwyd, Pennsylvania, United States, US

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • Jun 2012 - Present
    • Banking
    • 1 - 100 Employee
    • President & CEO
      • May 2011 - Feb 2012

      I was recruited by the Board of Directors to develop and execute plans to work through loan and profitability issues to enhance shareholder value. Immediately established credibility as a leader in an effort to build moral an confidence throughout the organization. Worked closely with the Board of Directors and executive management team to assess issues and define appropriate strategies. Successfully executed a strategy to sell one of the most troubled financial instituions in the country by negotiating and entering into a definitive merger agreement. The merger provided a return for shareholders, retained jobs, enhance services for customers and preserved a strong community bank within the markets served. Show less

    • United States
    • Banking
    • 100 - 200 Employee
    • President & CEO
      • Mar 2008 - Nov 2010

      Engaged by the Board of Directors to resolve legacy branch performance and problem loan issues, while preserving bank personnel morale and customer confidence. • Challenged and empowered employees to develop strategies to grow core deposit relationships, which resulted in a nine percent increase in new customer households during the first quarter the strategies were introduced. • Developed and implemented strategies to significantly reduce problem loans to a level to position the bank to evaluate strategic opportunities. • Partnered with investment bankers to develop and execute plan to raise capital for the bank. • Assumed the additional role of Chief Financial Officer during 2009. Responsible for financial reporting, regulatory compliance and reporting, investment portfolio and asset liability management. Show less

    • United States
    • Environmental Services
    • Chief Financial Officer
      • Mar 2007 - Mar 2008

      Member of senior management committee responsible for providing direction to all operations for this $1.3 billion two bank holding company with 22 branch locations throughout PA and NJ and four specialized lending subsidiaries. Direct financial team of 10 with responsibility for all financial reporting, regulatory compliance, and financial oversight to all operations. Restructured financial and accounting departments, and established new procedures and processes to improve regulatory reporting and to provide enhanced financial information to management. Redesigned budgeting process to establish alignment with goals and individual/group performance. Show less

    • Banking
    • 1 - 100 Employee
    • CEO, COO, CFO
      • 1994 - 2006

      Reported to Board with full operational oversight for all elements of Harleysville National Corporation. Directed over 800 employees in 45 branch banking locations, $3.2 billion of assets and additional $2.4 billion of wealth management assets. On annual basis, managed gross operating budget of $70 million with responsibility for all Retail and Commercial Banking, Wealth Management, Finance, IS, Operations, Credit and Risk Management, New Business, Human Resources and Administration. Developed and launched significant culture change plan in order to positively invigorate employees and pave way for diversified growth. Built high-impact, fully engaged team to evaluate and launch series of initiatives designed to differentiate bank and promote continuation of double-digit growth.  Branches increased from 17 to 45 and assets increased from $713 million to $3.2 billion. Show less

Education

  • Drexel University
    MS Finance, Finance & Banking
    1983 - 1986
  • PennWest Clarion
    Business, Accounting
    1978 - 1982
  • Hampton High School, Allison Park. Pa
    1974 - 1978

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