Robert Wahlman
Director of Finance/CFO at FINWISE BANCORP
Net worth: 357 350 $ as of 2024-06-29
Profile
Robert E.
Wahlman's current job(s) include being the Chief Financial Officer at FinWise Bancorp and FinWise Bank.
His former job(s) include being the Director of Corporate Accounting at Bank One Corp., Director at Doral Bank, Chief Accounting Officer & Controller at Cigna Holding Co., VP, Chief Financial & Investment Officer at Doral Financial Corp., and Chief Financial Officer & Executive Vice President at Customers Bancorp, Inc. He also worked as a Senior Manager at KPMG Peat Marwick LLP and Chief Financial Officer at Merrill Lynch & Co., Inc. Additionally, he is currently the Chief Financial Officer at Axiom Bank, NA.
Mr. Wahlman obtained his undergraduate degree and an MBA from The University of Arkansas.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
FINWISE BANCORP
0.27% | 2024-07-02 | 35,000 ( 0.27% ) | 357 350 $ | 2024-06-29 |
Robert Wahlman active positions
| Companies | Position | Start |
|---|---|---|
| FINWISE BANCORP | Director of Finance/CFO | 2024-03-27 |
FinWise Bank
 FinWise Bank Regional BanksFinance Part of FinWise Bancorp, FinWise Bank is a state-chartered bank that offers innovative lending solutions to small businesses and individuals. The company is based in Murray, UT, and currently operates one full-service banking location in Sandy, UT. The bank leverages strategic relationships with third-party loan origination platforms, proprietary loan analytics technology, and its seasoned management team to efficiently deliver its services. Kent Landvatter has been the CEO of the company since 2010. | Director of Finance/CFO | 2024-03-25 |
Former positions of Robert Wahlman
| Companies | Position | End |
|---|---|---|
Axiom Bank, NA
 Axiom Bank, NA Major BanksFinance Axiom Bank NA operates as a nationally chartered community bank. It offers retail banking services, including checking, deposit, and money market accounts. It specializes in commercial banking, treasury management services and commercial loans for both real estate and business purposes. The company is headquartered in Orlando, FL. | Director of Finance/CFO | 2024-02-29 |
| CUSTOMERS BANCORP, INC. | Director of Finance/CFO | 2018-11-20 |
| DORAL FINANCIAL CORP. | Director of Finance/CFO | 2013-05-16 |
| Doral Bank | Director/Board Member | 2013-04-30 |
| Merrill Lynch & Co., Inc. | Director of Finance/CFO | 2009-02-28 |
Training of Robert Wahlman
| The University of Arkansas | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| CUSTOMERS BANCORP, INC. | Finance |
| FINWISE BANCORP | Finance |
| Private companies | 9 |
|---|---|
Doral Financial Corp.
 Doral Financial Corp. Financial ConglomeratesFinance Doral Financial Corp. operates as a bank holding company, which engages in the provision of financial services. It operates through the following segments: Puerto Rico Growth, United States, Recovery, Treasury, and Corporate. The company was founded in 1972 and is headquartered in New York, NY. | Finance |
| Doral Bank | Finance |
Customers Bank
 Customers Bank Regional BanksFinance Customers Bank engages in the provision of commercial and consumer banking services. It offers cash management, commercial and industrial loans, small business loans, commercial and multi-family real estate loans, certificates of deposit, residential mortgages, consumer loans, and savings, checking, and money market accounts. The company is headquartered in Wyomissing, PA. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
| KPMG Peat Marwick LLP | Commercial Services |
| Bank One Corp. | Finance |
Cigna Holding Co.
 Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Finance |
FinWise Bank
FinWise Bank Regional BanksFinance Part of FinWise Bancorp, FinWise Bank is a state-chartered bank that offers innovative lending solutions to small businesses and individuals. The company is based in Murray, UT, and currently operates one full-service banking location in Sandy, UT. The bank leverages strategic relationships with third-party loan origination platforms, proprietary loan analytics technology, and its seasoned management team to efficiently deliver its services. Kent Landvatter has been the CEO of the company since 2010. | Finance |
Axiom Bank, NA
Axiom Bank, NA Major BanksFinance Axiom Bank NA operates as a nationally chartered community bank. It offers retail banking services, including checking, deposit, and money market accounts. It specializes in commercial banking, treasury management services and commercial loans for both real estate and business purposes. The company is headquartered in Orlando, FL. | Finance |
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