• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishDashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees
    Legal
    Terms of usePrivacy policyCookie policy

    Pathward's Julie Halbert Named a Trailblazer by National Publication

    5/28/25 8:07:00 AM ET
    $CASH
    Major Banks
    Finance
    Get the next $CASH alert in real time by email

    Portfolio Manager on Pathward's Commercial Finance team recognized for leadership redefining the specialty finance industry.

    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 ABFJournal.com.

    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 Pathward.com.

    View source version on businesswire.com: https://www.businesswire.com/news/home/20250528450114/en/

    Media contact:

    Courtney Heidelberg

    605.291.7044

    [email protected]

    Get the next $CASH alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $CASH

    DatePrice TargetRatingAnalyst
    1/26/2023Mkt Perform
    Raymond James
    7/28/2022$67.00 → $45.00Outperform → Mkt Perform
    Keefe Bruyette
    7/7/2022$70.00 → $46.00Strong Buy → Outperform
    Raymond James
    10/28/2021$63.00 → $70.00Strong Buy
    Raymond James
    More analyst ratings

    $CASH
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Stork Kendall E sold $317,320 worth of shares (4,000 units at $79.33) (SEC Form 4)

      4 - PATHWARD FINANCIAL, INC. (0000907471) (Issuer)

      4/30/25 4:04:03 PM ET
      $CASH
      Major Banks
      Finance
    • SVP, Chief Accounting Officer Warren Jennifer W. sold $129,976 worth of shares (1,667 units at $77.97), decreasing direct ownership by 25% to 5,019 units (SEC Form 4)

      4 - PATHWARD FINANCIAL, INC. (0000907471) (Issuer)

      4/29/25 4:17:57 PM ET
      $CASH
      Major Banks
      Finance
    • Chief Executive Officer Pharr Brett L. sold $809,196 worth of shares (10,365 units at $78.07), decreasing direct ownership by 13% to 69,750 units (SEC Form 4)

      4 - PATHWARD FINANCIAL, INC. (0000907471) (Issuer)

      4/29/25 4:16:13 PM ET
      $CASH
      Major Banks
      Finance