CB Financial Services Inc
Paul Lee currently serves as VP-Senior Financial Advisor at CB Financial Services, a position held since September 2019. Prior to this role, Paul worked as a Financial Consultant at TD Ameritrade for a brief period in early 2018 and spent over a decade at Charles Schwab as Vice-President/Branch Manager from December 2005 to June 2016. Paul holds a Bachelor's degree from Western Oregon University.
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CB Financial Services Inc
CB Financial Services, Inc. is the bank holding company for Community Bank (the Bank). The Company operates in community banking segment. The Bank offers residential and commercial real estate loans, commercial and industrial loans, and consumer loans, as well as a range of deposit products for individuals and businesses in its market area. The Bank operates through a network of approximately 20 offices in Greene, Allegheny, Washington, Fayette and Westmoreland Counties in southwestern Pennsylvania. The Company's principal lending activity is the origination of residential loans secured by one- to four-family residential properties in its local market area. In addition, the Bank offers property and casualty, commercial liability, surety and other insurance products, through its subsidiary, Exchange Underwriters, Inc. (Exchange Underwriters), an independent insurance agency.