Sandra Whalen joined WSFS Institutional Services, a division of WSFS Bank, the primary subsidiary of WSFS Financial, as senior vice president and business development officer. Reporting to Arthur J. Bacci, executive vice president and chief wealth officer for WSFS, Whalen’s primary focus is to strengthen and grow client relationships, help develop new products and work closely with the corporate trust team.
“We are extremely excited to have someone of Sandy’s caliber joining the team,” Bacci said. “Sandy is well known to many on our team, as well as throughout the industry. She has a reputation for her deep industry knowledge and her ability to drive and deliver results and will be a great addition to our trust division.”
Whalen has more than 30 years of experience in corporate trust transaction and relationship management, including working collaboratively across organizations to proactively manage and improve client relationships through her industry expertise and proven market leadership. She joined WSFS from Wells Fargo, where she most recently served as vice president and business negotiations manager.
“I am thrilled to be a part of the dynamic, talented and flexible WSFS team,” Whalen said. “My entire career has been in the corporate trust industry and I look forward to joining a collaborative organization like WSFS to continue to grow its corporate trust business.”
Whalen is a resident of New York.
WSFS Institutional Services offers owner and indenture trustee services for asset-backed securities, indenture trustees for corporate debt issuances, custody, escrow, verification agent and independent director services, as well as administrative and collateral agents for the leveraged loan market.
