Profil
Teresa Lee is currently a Director at Concentra Bank since 2015.
Prior to this, she was a Director at Concentra Financial Services Association.
Postes actifs de Teresa Lee
| Sociétés | Poste | Début |
|---|---|---|
Concentra Bank
 Concentra Bank Regional BanksFinance Part of EQB, Inc., Concentra Bank collaborates with fintechs and credit unions to offer Canadians mortgages, savings products, specialty banking products, commercial lending and leasing solutions, and more. The company is based in Saskatoon, Canada. With a schedule I bank license and a federally regulated trust license, it is the leading provider of wholesale banking and trust solutions to Canadian credit unions. Wyth Financial is the trade name of Concentra Bank, a purpose-driven schedule I bank that serves Canadian consumers and businesses, credit unions, and fintechs. Wyth is a digital bank that helps people save money, buy a property, set up a trust, manage an estate, and grow a business. It also offers unique financial products created jointly with innovative partners. Wyth Trust is the trade name for Concentra Trust, a federally regulated, wholly-owned subsidiary of Concentra Bank. Wealth management offerings from Concentra Trust include registered plans, personal and corporate trust services, and estate planning and administration. Don Coulter has been the CEO of the Canadian company since 2018. Concentra Bank was acquired by Equitable Bank Banque équitable from Credit Union Central of Saskatchewan on November 01, 2022 for $387.80 million. | Directeur/Membre du Conseil | 01/01/2015 |
Anciens postes connus de Teresa Lee
| Sociétés | Poste | Fin |
|---|---|---|
Concentra Financial Services Association
 Concentra Financial Services Association Packaged SoftwareTechnology Services Concentra Financial Services Association engages in wholesale finance and trust solutions to credit unions. It operates through the Commercial and Retail Banking and Trust segments. The Commercial and Retail Banking segment includes residential mortgages, consumer loans, credit card receivables, commercial lending, and equipment financing/leasing activities. The Trust segment refers to the personal, corporate, and registered plans trust products and services delivered through a wholly owned subsidiary of the Bank. The company was founded in 2005 and is headquartered in Regina, Canada. | Directeur/Membre du Conseil | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Concentra Financial Services Association
Concentra Financial Services Association Packaged SoftwareTechnology Services Concentra Financial Services Association engages in wholesale finance and trust solutions to credit unions. It operates through the Commercial and Retail Banking and Trust segments. The Commercial and Retail Banking segment includes residential mortgages, consumer loans, credit card receivables, commercial lending, and equipment financing/leasing activities. The Trust segment refers to the personal, corporate, and registered plans trust products and services delivered through a wholly owned subsidiary of the Bank. The company was founded in 2005 and is headquartered in Regina, Canada. | Technology Services |
Concentra Bank
Concentra Bank Regional BanksFinance Part of EQB, Inc., Concentra Bank collaborates with fintechs and credit unions to offer Canadians mortgages, savings products, specialty banking products, commercial lending and leasing solutions, and more. The company is based in Saskatoon, Canada. With a schedule I bank license and a federally regulated trust license, it is the leading provider of wholesale banking and trust solutions to Canadian credit unions. Wyth Financial is the trade name of Concentra Bank, a purpose-driven schedule I bank that serves Canadian consumers and businesses, credit unions, and fintechs. Wyth is a digital bank that helps people save money, buy a property, set up a trust, manage an estate, and grow a business. It also offers unique financial products created jointly with innovative partners. Wyth Trust is the trade name for Concentra Trust, a federally regulated, wholly-owned subsidiary of Concentra Bank. Wealth management offerings from Concentra Trust include registered plans, personal and corporate trust services, and estate planning and administration. Don Coulter has been the CEO of the Canadian company since 2018. Concentra Bank was acquired by Equitable Bank Banque équitable from Credit Union Central of Saskatchewan on November 01, 2022 for $387.80 million. | Finance |
