Latest news with #Pathward
Business Wire
28-05-2025
- Business
- Business Wire
Pathward's Julie Halbert Named a Trailblazer by National Publication
BATON ROUGE, La.--(BUSINESS WIRE)-- Pathward ®, N.A., a financial empowerment company driven by its purpose to power financial inclusion, today announced that ABF Journal has named Julie Halbert, a Portfolio Manager for the Commercial Finance business line, to its list of Trailblazers. The award recognizes leading women in specialty finance who are redefining the industry. 'Not only has Julie enjoyed a long-tenured career in specialty finance leading people in a successful organization, but also she has held a variety of positions that equip her with an extensive depth and breadth of knowledge that she brings to her current role at Pathward,' said Christopher Soupal, Pathward Divisional President and Revenue Lending Officer. 'She has been instrumental in the continual strategy, employee development and performance of the Working Capital team at Pathward, and we are thrilled to see her recognized for her contributions to our organization and industry at large.' Halbert brings nearly three decades of commercial banking experience to her role as Portfolio Manager for Pathward's working capital group. She began her career as a field examiner in 1993 and later became a portfolio manager before joining Pathward (formerly Crestmark Bank) in 2009 as an underwriter. From there, she became the underwriter manager for the Western Division and later moved into her role in portfolio management. Today, she leads a team of 30 and has control of planning, staffing, budgeting, managing expense priorities, and recommending and implementing changes to methods for an asset based commercial loan portfolio approaching $1 billion in total assets. Halbert resides in Baton Rouge, Louisiana. 'I'm honored by this recognition and Pathward's confidence in my amazing team and me,' said Halbert. 'I benefited greatly from working in nearly every position in an asset-based lending shop, and it taught me so much about the business, to include empathy and respect for various roles. My advice for others in the industry would be to develop a network of mentors and peers who you can learn from and trust, seek help when you need it, listen and stay curious.' Read Halbert's profile published in the May 2025 issue of ABF Journal at . Pathward ®, N.A., a national bank, is a subsidiary of Pathward Financial, Inc. (Nasdaq: CASH). Pathward is a U.S.-based financial empowerment company driven by its purpose to power financial inclusion. Pathward strives to increase financial availability, choice and opportunity across our Partner Solutions and Commercial Finance business lines. The strategic business lines provide support to individuals and businesses. Learn more at
Yahoo
28-05-2025
- Business
- Yahoo
Pathward's Julie Halbert Named a Trailblazer by National Publication
Portfolio Manager on Pathward's Commercial Finance team recognized for leadership redefining the specialty finance industry. BATON ROUGE, La., May 28, 2025--(BUSINESS WIRE)--Pathward®, N.A., a financial empowerment company driven by its purpose to power financial inclusion, today announced that ABF Journal has named Julie Halbert, a Portfolio Manager for the Commercial Finance business line, to its list of Trailblazers. The award recognizes leading women in specialty finance who are redefining the industry. "Not only has Julie enjoyed a long-tenured career in specialty finance leading people in a successful organization, but also she has held a variety of positions that equip her with an extensive depth and breadth of knowledge that she brings to her current role at Pathward," said Christopher Soupal, Pathward Divisional President and Revenue Lending Officer. "She has been instrumental in the continual strategy, employee development and performance of the Working Capital team at Pathward, and we are thrilled to see her recognized for her contributions to our organization and industry at large." Halbert brings nearly three decades of commercial banking experience to her role as Portfolio Manager for Pathward's working capital group. She began her career as a field examiner in 1993 and later became a portfolio manager before joining Pathward (formerly Crestmark Bank) in 2009 as an underwriter. From there, she became the underwriter manager for the Western Division and later moved into her role in portfolio management. Today, she leads a team of 30 and has control of planning, staffing, budgeting, managing expense priorities, and recommending and implementing changes to methods for an asset based commercial loan portfolio approaching $1 billion in total assets. Halbert resides in Baton Rouge, Louisiana. "I'm honored by this recognition and Pathward's confidence in my amazing team and me," said Halbert. "I benefited greatly from working in nearly every position in an asset-based lending shop, and it taught me so much about the business, to include empathy and respect for various roles. My advice for others in the industry would be to develop a network of mentors and peers who you can learn from and trust, seek help when you need it, listen and stay curious." Read Halbert's profile published in the May 2025 issue of ABF Journal at About Pathward® Pathward®, N.A., a national bank, is a subsidiary of Pathward Financial, Inc. (Nasdaq: CASH). Pathward is a U.S.-based financial empowerment company driven by its purpose to power financial inclusion. Pathward strives to increase financial availability, choice and opportunity across our Partner Solutions and Commercial Finance business lines. The strategic business lines provide support to individuals and businesses. Learn more at View source version on Contacts Media contact: Courtney Heidelberg605.291.7044mediarelations@
Yahoo
07-05-2025
- Business
- Yahoo
Pathward CEO Brett Pharr Honored as Silver Stevie® Award Winner in 2025 American Business Awards®
Pathward CEO Brett Pharr has been named the winner of a Silver Stevie® Award for Maverick of the Year in the Business Services Industries category in the 23rd Annual American Business Awards®. Pharr named Maverick of the Year for Business Services Industries. FRANKLIN, Tenn., May 07, 2025--(BUSINESS WIRE)--Pathward®, N.A., a national bank focused on financial access, today announced that Chief Executive Officer Brett Pharr has been named the winner of a Silver Stevie® Award for Maverick of the Year in the Business Services Industries category in the 23rd Annual American Business Awards®. The Maverick of the Year award recognizes an executive or manager who has affected the most positive change on his or her company and/or industry since the beginning of 2023. The American Business Awards received more than 3,600 nominations this year for consideration in a wide range of categories, according to the Stevie Awards Inc. Since becoming CEO in 2021, Pharr has led Pathward through a number of milestones, including its rebrand to Pathward. Leveraging nearly 40 years of risk management experience, Pharr has helped Pathward deliver solutions that increase financial availability, choice and opportunity for individuals and businesses, while adapting to a rapidly changing regulatory environment. Pharr's leadership has been crucial to a few specific initiatives, including inking partnerships aligned with Pathward's mission, a new product launch and business unit rebrand in our Partner Solutions business line, fostering a collaborative hybrid remote work environment with high employee satisfaction, and affirming Pathward's commitment to excellence in sustainability. "I'm honored to be recognized with a Silver Stevie from the American Business Awards and for the opportunity to lead Pathward through its evolution as a next-generation bank focused on delivering ways for everyone to access the financial services network," said Pharr. "It's the work our employees do day in and day out that is making a difference." View Pharr's award and other Management Award winners on "Organizations across the United States continue to demonstrate resilience and innovation," said Stevie Awards president Maggie Miller. "The 2025 Stevie winners have helped drive that success through their innovation, persistence, and hard work. We congratulate all of the winners in the 2025 ABAs and look forward to celebrating their achievements during our June 10 gala event in New York." Details about The American Business Awards and the list of 2025 Stevie winners are available at About Pathward® Pathward®, N.A., a national bank, is a subsidiary of Pathward Financial, Inc. (Nasdaq: CASH). Pathward is a U.S.-based financial empowerment company driven by its purpose to power financial inclusion. Pathward strives to increase financial availability, choice and opportunity across our Banking as a Service and Commercial Finance business lines. The strategic business lines provide support to individuals and businesses. Learn more at
Business Wire
07-05-2025
- Business
- Business Wire
Pathward CEO Brett Pharr Honored as Silver Stevie® Award Winner in 2025 American Business Awards®
FRANKLIN, Tenn.--(BUSINESS WIRE)-- Pathward ®, N.A., a national bank focused on financial access, today announced that Chief Executive Officer Brett Pharr has been named the winner of a Silver Stevie® Award for Maverick of the Year in the Business Services Industries category in the 23 rd Annual American Business Awards®. The Maverick of the Year award recognizes an executive or manager who has affected the most positive change on his or her company and/or industry since the beginning of 2023. The American Business Awards received more than 3,600 nominations this year for consideration in a wide range of categories, according to the Stevie Awards Inc. Since becoming CEO in 2021, Pharr has led Pathward through a number of milestones, including its rebrand to Pathward. Leveraging nearly 40 years of risk management experience, Pharr has helped Pathward deliver solutions that increase financial availability, choice and opportunity for individuals and businesses, while adapting to a rapidly changing regulatory environment. Pharr's leadership has been crucial to a few specific initiatives, including inking partnerships aligned with Pathward's mission, a new product launch and business unit rebrand in our Partner Solutions business line, fostering a collaborative hybrid remote work environment with high employee satisfaction, and affirming Pathward's commitment to excellence in sustainability. 'I'm honored to be recognized with a Silver Stevie from the American Business Awards and for the opportunity to lead Pathward through its evolution as a next-generation bank focused on delivering ways for everyone to access the financial services network,' said Pharr. 'It's the work our employees do day in and day out that is making a difference.' View Pharr's award and other Management Award winners on 'Organizations across the United States continue to demonstrate resilience and innovation,' said Stevie Awards president Maggie Miller. 'The 2025 Stevie winners have helped drive that success through their innovation, persistence, and hard work. We congratulate all of the winners in the 2025 ABAs and look forward to celebrating their achievements during our June 10 gala event in New York.' Details about The American Business Awards and the list of 2025 Stevie winners are available at About Pathward ® Pathward ®, N.A., a national bank, is a subsidiary of Pathward Financial, Inc. (Nasdaq: CASH). Pathward is a U.S.-based financial empowerment company driven by its purpose to power financial inclusion. Pathward strives to increase financial availability, choice and opportunity across our Banking as a Service and Commercial Finance business lines. The strategic business lines provide support to individuals and businesses. Learn more at About the Stevie Awards Stevie Awards are conferred in nine programs: the Asia-Pacific Stevie Awards, the German Stevie Awards, the Middle East & North Africa Stevie Awards, The American Business Awards®, The International Business Awards®, the Stevie Awards for Women in Business, the Stevie Awards for Great Employers, the Stevie Awards for Sales & Customer Service, and the Stevie Awards for Technology Excellence. Stevie Awards competitions receive more than 12,000 entries each year from organizations in more than 70 nations. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide. Learn more about the Stevie Awards at
Newsweek
24-04-2025
- Business
- Newsweek
New Cash Management Future Is on the Way to American Retailers
The financial industry is at an inflection point. While consumer banking has been transformed by digital tools—mobile deposits, peer-to-peer payments and full-service ATMs—retailers and other businesses are still reliant on outdated, inefficient systems to manage their money. But that's about to change. I've spent a career working on innovations in finance and banking, and I've seen firsthand how things once considered unchangeable can be swept away by progress. And I am confident that a revolution is coming to the way retailers manage their cash. A Journey In Innovation I grew up in Cleveland, Ohio, a blue-collar city that has seen its share of change and struggle. It's where I learned the value of hard work, resilience and transformation. After high school, I attended the University of Dayton, unsure of my future. Like many young people, I was searching for inspiration. That's when an internship at NCR, a technology company headquartered just across the street from campus, changed everything. In the mid-1990s, NCR was pioneering automation in banking. While back-office operations had long benefited from computing technology, the front office was just beginning to realize how automation could streamline branch operations and improve the consumer experience. I worked on projects that helped eliminate paper-based deposits and withdrawals at the bank branch, allowing for faster, more efficient transactions. This early experience planted a seed in my mind: Technology had the power to transform finance. One of the most pivotal projects I worked on involved check processing. Back then, checks were manually sorted and keyed in by humans sitting in massive operations centers. NCR introduced scanning technology and software that allowed checks to be digitized and processed at scale, paving the way for mobile check deposits that consumers now take for granted. It was a lesson in how automation could revolutionize labor-intensive processes while putting money in consumer bank accounts quicker—and how outdated systems, if left unchanged, could hold industries back. Pathward was named Best Banking as a Service Solution Provider in the 9th annual FinTech Breakthrough Awards program. Pathward was named Best Banking as a Service Solution Provider in the 9th annual FinTech Breakthrough Awards program. The Consumer Banking Revolution As my career progressed, I had the opportunity to apply automation to another sector: consumer banking. I worked to apply automation through ATM machines, creating reliability and convenience for withdrawing and depositing cash and checks through secure and trusted ATM networks. This was a time when the machines were evolving from simply dispensing bills to allowing consumers to deposit cash and checks directly, bypassing the need for tellers. This demonstrated the importance of creating solutions that worked for both the consumer and the business—a principle that continues to guide me. By the time I joined Cardtronics, a global leader in operating ATM networks in convenient retail locations, I was ready to tackle something big. My role was to find ways to make the company's network of 80,000 ATMs more accessible and valuable while driving more transactions through this established network. One of our key initiatives was partnering with banks to make our network accessible to their cardholders, surcharge free. Our shared infrastructure of ATMs benefited financial institutions, by reducing their need to deploy their own machines, as well as consumers through expanded access and convenience. This experience deepened my understanding of the power of utilities—shared networks that reduce costs while expanding access for everyone. Eventually, I took all the experience and knowledge I have gained to solve a problem that has been overlooked for far too long: business cash deposits. While consumer banking has seen incredible innovation, businesses have been left behind. For many retailers, cash remains a critical part of daily operations, but depositing that cash is a cumbersome, time-consuming process that has not changed in 30 years. Whether it's retailers manually counting bills at the end of the day or the time intensive journey to the nearest bank branch to deposit cash through a bank teller, the methods are outdated, costly and time-consuming. The Future Of Cash Management Is Digital But that's changing. Business banking—and particularly cash management for retailers—is on the verge of a revolution that mirrors what happened on the consumer side. Just as ATMs and mobile banking eliminated the need for frequent trips to a physical branch, new solutions in cash management are poised to do the same for businesses. For me, this work is personal. I've met countless small business owners who work long hours to keep their operations running, often with slim margins and limited resources. If we can make their lives easier by eliminating inefficiencies in cash deposits and business banking, we've succeeded. Financial institutions that fail to adapt will be left behind. The future belongs to those that recognize the need for seamless, technology-driven cash management solutions. Much like the early days of ATMs, banks and businesses may be skeptical of change, but once they experience the benefits, there will be no going back. The shift is already underway. Just as consumers now expect digital convenience in their personal banking, businesses will demand the same in their cash management. A new model is emerging—one that moves beyond legacy systems and allows businesses to deposit cash quickly, securely and efficiently, without the constraints of traditional banking infrastructure. This is not just about convenience; it's about survival. The inconsistency between what businesses need and what banks offer is becoming more glaring. If financial institutions do not act, businesses will consolidate commercial deposits, and their relationships, with those banks or fintechs that step in to fill the gap. We've seen this happen before with consumer banking, and it's happening again with business banking. Now Or Never The future of retail cash management is clear: Businesses need modern solutions, and banks must be willing to provide them. If they don't, more agile networks and startups will. The question isn't whether this transformation will happen—it's who will lead it. Innovation in cash management isn't just possible; it's inevitable. My journey—from working on check automation and ATMs to leading new solutions in business deposits—has shown me that technology, when applied thoughtfully, can solve systemic inefficiencies. The same logic that revolutionized consumer banking will revolutionize business banking. The only question is whether banks will embrace change or be disrupted by it. The future of cash management is about empowering businesses, reducing friction, and ensuring that cash management is no longer an obstacle but a seamless, efficient process that enables growth. That's the vision that drives me—and it's the future that's coming, whether banks are ready or not. Brian Bailey is president and COO of Clip Money, Inc. (TSX-V: CLIP; OTCQB: CLPMF) the only non-bank business deposit network for businesses.
