Canandaigua National Bank
Industry: Bank holding company
DescriptionHeadquarters: Canandaigua, NY Founded: 1984 Subsidiaries: CANANDAIGUA NATIONAL BANK & TRUST CO,
Canandaigua National Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Canandaigua National Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Canandaigua National Bank Employees
Brannen Banks of Florida, Inc. March 2014 - Present
Canandaigua National Bank January 2000 - December 2013
Security Trust / Bank of America January 1977 - December 1999
Skills
Banking, Teller Operations, Customer Satisfaction, Consumer Lending, Retail Banking, Small Business Lending, Branch Management, Commercial Banking, Loans, Finance, Process Improvement, Commercial Lending, Vendor Management, Cash Management, CRM, Time Management, Customer Service, Access, Credit, Outlook, Operations Management, Management, Team Leadership, Leadership, Sales
Education
Monroe Community College 1975 — 1977
Associate's degree, Retail/Business Management
Irondequiot High School 1971 — 1975
High School Diploma
Canandaigua National Bank December 1983 - Present
Canandaigua National Bank and Trust Co. December 1983 - Present
Skills
Banking, Small Business Lending, Home Equity Lines of..., Consumer Lending, Loans, Commercial Banking, Commercial Lending, Financial Services, Cash Management, Finance, Banking Relationships, Branch Management, Financial Analysis, Strategic Financial..., Retail Banking, Strategic Planning, Management, Customer Service, Financial Planning
Education
Finger Lakes Community College
Montessori School Of Syracuse 2014 - Present
Giovanni Food Company, Inc. 2012 - December 2014
Giovanni Food Company, Inc. 2005 - 2009
Oppenheimer Funds 2000 - 2002
Canandaigua National Bank 1999 - 2000
Skills
New Business Development, Business Development, Strategic Planning, Business Strategy, Sales Management, Marketing Strategy, Product Development, Account Management, Negotiation, Cross-functional Team..., Competitive Analysis, Business Planning
Education
Hawaii Pacific University 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
BSB Bank and Trust June 2002 - August 2003
Canandaigua National Bank November 1999 - June 2002
JPMorgan Chase July 1991 - November 1999
Skills
Building Relationships, Team Leadership, Notary Public, Insurance, Retail Banking, Branch Management, Computer Literate, Time Management, Financial Sales, Banking, Financial Services
Education
College for Financial Planning
Certified Financial Para-Planner
Canandaigua National Bank March 1999 - Present
Skills
Microsoft Office, Banking, Marketing, Social Media, Customer Service, Microsoft Excel
Education
State University of New York College at Brockport 1994 — 1997
Bachelor's Degree, Sociology
Cazenovia College 1993 — 1995
International Republican Institute March 2014 - Present
Initiative for Global Development March 2013 - February 2014
U.S. Global Leadership Coalition September 2011 - February 2013
U.S. House of Representatives November 2010 - May 2011
Tom Reed for Congress May 2010 - November 2010
Canandaigua National Bank June 2008 - September 2010
Education
Houghton College 2004 — 2008
Bachelor of Science (BS), Political Science and Government
Enterprise Rent-A-Car January 2015 - Present
Alfred University January 2014 - May 2014
Canandaigua City School District November 2012 - March 2013
Canandaigua National Bank June 2011 - August 2011
Dixon Schwabl Advertising June 2011 - August 2011
Canandaigua City School District June 2010 - August 2010
Skills
Social Media, Coaching, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Cpr Certified, Public Relations, Advertising, Sports
Education
Saint John Fisher College 2008 — 2012
Business Management, Marketing
Canandaigua Academy 2004 — 2008
Boston Beer Company June 2015 - Present
Boston Beer Company February 2012 - May 2015
Boston Beer Company September 2011 - February 2012
DuPont May 2011 - June 2011
Getinge USA, Inc March 2011 - May 2011
CGI Communications June 2010 - December 2010
Noreen Reale Falcone Library January 2009 - May 2010
Canandaigua National Bank May 2009 - August 2009
Bristol Harbour Golf Course May 2005 - July 2009
UBS Financial Services June 2008 - July 2008
Skills
Advertising, Customer Service, Marketing, Social Media, Marketing Communications, Analysis, Inventory Management, Sales Management, Retail, Team Building, Finance, Account Management, New Business Development, Customer Satisfaction, PowerPoint, Budgets, Market Research, Event Planning, Negotiation, Data Entry, Event Management, Sales Operations, Sales, Cold Calling, Forecasting, Team Leadership, Data Analysis, Management, Social Media Marketing, Marketing Strategy, Merchandising, Teamwork, Microsoft Office, Leadership, Strategic Planning, Public Speaking, Social Networking, Time Management, Outlook, Microsoft Excel, Human Resources, Facebook, Training, Public Relations, Fundraising, Direct Sales, Microsoft Word, Online Advertising, Research, Beer
Education
Le Moyne College 2006 — 2010
Finance, Finance; Marketing
Canandaigua Academy 2002 — 2006
Advanced Regents Diploma
Pictometry International Corp. April 2014 - Present
GENESEE VALLEY CLUB May 2008 - Present
Windstream Communications April 2013 - April 2014
Canandaigua National Bank & Trust May 2012 - April 2013
Canandaigua National Bank January 2012 - May 2012
Rochester Yacht Club June 2006 - August 2007
HILTON-PARMA RECREATION July 2004 - August 2006
West Marine March 2003 - August 2003
Skills
Training, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Problem Solving, HTML, SQL, Salesforce.com, Teamwork, Word, XHTML, Account Management, CSS, Windows, C, Management, Sales, Social Media, Banking, Microsoft Office, Leadership
Education
Ithaca College 2003 — 2008
B.S, Computer Information Systems
Environment21, LLC & Kistner Concrete Products January 2012 - October 2012
Canandaigua National Bank June 2006 - January 2008
Aflac August 1993 - May 2004
Skills
Sales Management, Marketing Strategy, Critical Problem Solving, Management, Recruiting, Strategic Planning, Marketing Communications, Road, Social Media, Event Planning, Microsoft Excel, Microsoft Office, Marketing, Event Management, Contract Negotiation, Business Development, Sales, Time Management, Training
Education
Alfred State College - SUNY College of Technology 1981 — 1982
Canandaigua National Bank & Trust August 2014 - Present
Northway Bank September 2013 - July 2014
Canandaigua National Bank January 2003 - September 2013
Canandaigua National Bank March 1999 - January 2003
Canandaigua National Bank September 1995 - March 1999
Canandaigua National Bank September 1992 - September 1995
Canandaigua National Bank June 1992 - September 1992
Skills
Strategic Planning, Operations Management, Project Management, Microsoft Office, Operational Efficiency, Organizational..., Microsoft Excel, Microsoft Word, Banking, Management, Training, Leadership, Process Improvement, Staff Development, Time Management, Vendor Management, Business Continuity..., Customer Service
Education
Saint John Fisher College 1993 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Binghamton University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Economics
Blue Acorn April 2015 - Present
Nordic Consulting Partners, Inc July 2013 - March 2015
Freelance 2014 - 2015
Benefitfocus 2012 - February 2013
Epic 2010 - July 2012
RIT Sportszone September 2008 - 2010
ABC Studios June 2009 - August 2009
Canandaigua National Bank May 2007 - March 2009
Skills
Software Project..., Conducting Interviews, Brand Development, Social Media, Change Management, Risk Management, Staff Mentoring, Time Management, People Management, Social Media Marketing, Strategic Planning, Public Relations, Market Research, Management
Education
Rochester Institute of Technology 2010 — 2010
MBA, Marketing
Rochester Institute of Technology 2006 — 2010
BS, International Business and Marketing
Empire State College March 2011 - Present
Canandaigua National Bank July 2009 - August 2010
Unisys Corporation March 1996 - November 2008
Education
St. John Fisher College 1989 — 1994
MBA, Human Resources
GW Lisk July 2011 - Present
Canandaigua National Bank August 2009 - July 2011
Keuka College February 2008 - May 2009
Skills
Contract Negotiation, Project Management, Manufacturing, Lean Manufacturing, Cross-functional Team..., Management, Negotiation, Product Management, Purchasing, Product Development
Education
Keuka College 2006 — 2009
Bachelors of science, Business Management
Midlakes High School 2001 — 2005
Canandaigua National Bank February 2012 - January 2015
Lakeview Lawn & Landscape July 2007 - December 2011
LeChase Construction Services, LLC January 2003 - June 2007
Data/Telecom Division January 2000 - January 2003
LeChase Data/Telecom Services, LLC January 1998 - January 2000
Clifton Springs Country Club January 1996 - January 1997
Rando Machine January 1992 - January 1996
Skills
Accounting, Accounts Payable, General Ledger, Job Costing, Budgets, Payroll, Auditing, Analysis, Customer Service, Microsoft Office, Accounts Receivable
Education
Finger Lakes Community College
Associates, Applied Science Accounting
Roberts Wesleyan College
Bachelor, Science Organizational Management
Workshop
Workshop
Workshop
Rochester City School District September 2012 - Present
Canandaigua National Bank November 2002 - August 2011
Skills
Microsoft Word, PowerPoint, Customer Service
Education
Roberts Wesleyan College 2011 — 2012
SUNY Brockport 1997 — 2000
Bachelor, History
Niagara University 1996 — 1997
English
Canandaigua National Bank January 2014 - Present
Town of Perinton October 2007 - Present
Canandaigua National Bank & Trust April 2011 - January 2014
Canandaigua National Bank & Trust July 2009 - April 2011
Canandaigua National Bank & Trust October 2008 - July 2009
Catholic Family Center January 2007 - May 2007
Skills
Customer Service, PowerPoint, Microsoft Excel, Teller Operations, Microsoft Office, Microsoft Word, Banking, Consumer Lending, Customer Satisfaction, Outlook, Social Media, Customer Retention, Event Planning, Financial Services, Public Speaking, Leadership, Retail Banking, Commercial Banking, Management, Nonprofits, Teamwork
Education
Roberts Wesleyan College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
VaynerMedia April 2015 - Present
VaynerMedia December 2013 - Present
APA Talent and Literary Agency August 2013 - November 2013
Hudson River Park Trust May 2013 - August 2013
Live Music Association - Northeastern June 2012 - May 2013
MTV Networks January 2012 - June 2012
OurStage January 2011 - June 2011
Canandaigua National Bank May 2009 - August 2009
Skills
Social Networking, Blogging, Social Media Marketing, Facebook, Social Media, Event Planning, Public Relations
Education
Northeastern University 2008 — 2013
KLC Business Services August 2007 - Present
Canandaigua National Bank April 2012 - 2013
Canandaigua National Bank & Trust January 2008 - April 2012
KLC Business Solutions January 2006 - May 2011
Canandaigua National Bank & Trust May 2008 - December 2009
Canandaigua National Bank April 2009 - November 2009
Skills
Communications, Attention to Detail, Flexible, Customer Service, Microsoft Excel, Banking, Access, Finance, Management, Microsoft Office, Sales, Process Improvement, Leadership, Financial Services, Time Management, Training, PowerPoint, Outlook
Education
State University of New York Empire State College 2012 — 2014
MBA, Human Resource Management
State University of New York College at Plattsburgh 2001 — 2006
Bachelor of Science (BSc), International Business
State University of New York College at Plattsburgh 2001 — 2005
Bachelor of Science (BSc), Business Administration and Management, General
CoreLogic June 2013 - Present
CoreLogic June 2010 - June 2013
Sutherland Global Services November 2006 - October 2007
Canandaigua National Bank January 2005 - July 2006
Skills
Analysis, Sales, Databases, Customer Service, Process Improvement, Management, Call Centers, Quality Assurance, Financial Reporting, Business Analysis, Auditing, Invoicing, Access, Financial Analysis, Marketing Strategy, Research, Tax, Accruals
Education
The College at Brockport, State University of New York 2006 — 2010
Bachelor of Science, Accounting; Finance
Charles Darwin University 2008 — 2008
Bryant and Stratton College 2004 — 2006
Associate of Occupational Studies, Business
Canandaigua National Bank June 1989 - Present
Skills
Banking, Customer Relations, Customer Service, New Business Development, Account Management, Team Leadership, Leadership, CRM, Management, Sales, Loans, Financial Analysis, Business Development, Sales Management, Finance, Small Business, Commercial Lending, Risk Management, Financial Services, Strategic Planning, Credit, Commercial Banking, Cash Management, Small Business Lending, Portfolio Management, Retail Banking, Consumer Lending, Budgets
Education
ABA Stonier Graduate School of Banking 2013 — 2015
New York Bankers Association Management School 1998 — 1999
Management school of career development, Banking
Geneseo St. College 1985 — 1989
BS, Management Science
State University of New York College at Geneseo 1985 — 1989
Bachelors in Business Mang., Management Science
Canandaigua Academy 1981 — 1985
High School
Canandaigua National Bank July 2011 - Present
Canandaigua National Bank January 2011 - Present
Monroe Community College LeRoy V. Good Library February 2010 - December 2010
Borders Books August 2008 - December 2008
Roadhouse Bar and Grill January 2005 - May 2008
Spot Coffee January 2001 - May 2005
Skills
Management, Training, Recruiting, Sales, CRM, Budgets, Banking, Program Management, Microsoft Office, Financial Services, Microsoft Excel, Human Resources
Education
Keuka College 2011 — 2013
Bachelor of Science (B.S.), Organizational Management, 3.85
Monroe Community College 2008 — 2010
Associate of Science (A.S.), Business Administration
HB Solutions LLC, a subsidiary of Harris Beach PLLC August 2015 - Present
Harris Beach PLLC June 2015 - August 2015
IDI Billing Solutions March 2014 - June 2015
IDI Billing Solutions October 2009 - March 2014
Info Directions March 2008 - October 2009
Family First of NY Federal Credit Union 1993 - 2007
Canandaigua National Bank 1981 - 1992
Skills
SharePoint, SSRS, SSIS, Microsoft Technologies, Visual Studio, Microsoft SQL Server, Business Intelligence, T-SQL, Data Warehousing, Visio, ETL, Database Design, SQL, Databases, Agile Methodologies, Database Administration, Requirements Analysis, SDLC, Integration, Telecommunications, Analysis Services, Data Modeling, Management, HTML, Testing, Scrum
Education
SetFocus, LLC 2007 — 2008
Certified, Business Intelligence
Nazareth College 1992 — 2007
Business Administration & Information Systems
Finger Lakes Community College 1981 — 1983
Associates, Computer Science
SunTrust Bank January 2014 - Present
First Security Group January 2012 - January 2014
Canandaigua National Bank January 2008 - January 2012
Canandaigua National Bank 1998 - 2008
Canandaigua National Bank 1994 - 1998
Eastman Kodak 1992 - 1994
Nesco Resource 1987 - 1992
Skills
Certified Internal..., Audit Management, Bank Secrecy Act, Compliance, Risk Assessment, SOX, Internal Audit, Auditing, Finance, Management, Risk Management, Sarbanes-Oxley Act, Customer Service
Education
State University of New York Empire State College
BS, Business Administration
Finger Lakes Community College
Associates Degree, Business Administration
Canandaigua National Bank 1997 - Present
Canandaigua National Bank 1999 - 2005
Skills
Banking, Financial Analysis, Commercial Lending, Loans, Commercial Real Estate, Finance, Commercial Banking, Cash Management, Business Development, Small Business Lending, Real Estate, Mortgage Lending, Investment Properties, Credit
Education
University of Rochester - Simon Business School 1999 — 2005
MBA, Accounting and Finance
Saint Bonaventure University 1995 — 1998
BA, Philosophy and Law
Canandaigua National Bank January 2002 - Present
The Canandaigua National Bank and Trust Company 2002 - Present
Skills
Strategic Financial..., Investments, Banking, Asset Allocation, Portfolio Management, Investment Advisory, Wealth Management, Retirement Planning, Estate Planning, Finance, Series 7, Financial Planning, Risk Management, Financial Services, Equities, Asset Management, Public Speaking, Management, Financial Analysis, Leadership, Strategic Planning, Customer Service, Securities
Education
Rensselaer Polytechnic Institute 1961 — 1969
Doctor of Philosophy (PhD), Chemical Engineering
Midland Asphalt Materials Inc. September 2013 - Present
The Bonadio Group February 2013 - May 2013
The Bonadio Group January 2012 - May 2012
Thompson Health March 2011 - July 2011
Canandaigua National Bank August 2010 - October 2010
Canandaigua Chamber of Commerce May 2010 - August 2010
Geneva Club Pepsi August 2004 - August 2009
Skills
Teamwork, Leadership, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Tax Preparation, Financial Accounting, Customer Service, Time Management, GAAP, Financial Reporting, Auditing, Tax
Education
State University of New York College at Geneseo 2011 — 2013
B.S., Accounting
Finger Lakes Community College 2009 — 2011
A.S, Business Administration, A.A, Liberal Arts
Thermo Fisher Scientific July 2015 - Present
Alstom Transport December 2013 - July 2015
Alstom Transport February 2012 - July 2015
Guardian Industries July 2010 - February 2012
Relph Benefit Advisors March 2010 - July 2010
Sutherland Global Services January 2010 - March 2010
Canandaigua National Bank August 2009 - January 2010
Buckman's Carwash March 2003 - August 2009
Skills
Accounting, Finance, Financial Analysis, Process Improvement, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Outlook, Bookkeeping, Financial Reporting, Time Management, Customer Service, Budgets, Account Reconciliation, Analysis, General Ledger, Variance Analysis, Financial Statements, Forecasting, Employee Benefits, Accounts Payable, Payroll, Accounts Receivable, Financial Accounting, Journal Entries, Fixed Assets, Internal Controls, Cost Accounting, Bank Reconciliation, Leadership, Team Building
Education
St. John Fisher College 2006 — 2009
Bachelor of Science (B.S.), Accounting
Ontario Insurance Company November 2014 - Present
Urban League of Rochester, NY Inc. October 2013 - October 2014
ITT Exelis March 2013 - September 2013
Level 3 Communications June 2009 - September 2012
Global Crossing June 2008 - August 2008
PAETEC 2007 - 2007
Canandaigua National Bank May 2004 - October 2004
Skills
Access, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, QuickBooks, Programming, Python, Financial Analysis, Customer Service, PowerPoint, Data Analysis, Process Improvement, Telecommunications, Customer Satisfaction, Team Building, Invoicing, Team Leadership, Business Development
Education
Roberts Wesleyan College 2007 — 2009
B.S., Accounting and Information Management
Monroe Community College 2005 — 2007
A.S., Business Administration
University at Buffalo 2004 — 2005
French
North Shore Systems October 2012 - February 2014
M&T Bank March 2001 - September 2012
Canandaigua National Bank September 1996 - October 2000
The Chase Manhattan Bank 1989 - 1994
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Strategy, Treasury Management, Business Analysis, Loan Origination, Retail Banking, Risk Management, Financial Analysis, Product Management, Investments, Portfolio Management, Credit Risk, Credit Analysis, Cash Management, Underwriting, Portfolio, Project Management, Project Portfolio...
Education
University of Rochester - Simon Business School 1989 — 1991
MBA, Executive Development Program
Rochester Institute of Technology 1983 — 1989
BS, Finance
Integrity Lock & Alarm, Inc. January 2015 - Present
Canandaigua National Bank & Trust July 2014 - January 2015
Canandaigua National Bank 2012 - July 2014
Canandaigua National Bank 2011 - 2012
Finger Lakes Parent Network, Inc. October 2009 - 2012
Integrity Lock & Alarm, Inc. January 2008 - 2012
Skills
Banking, Financial Services, Finance, Home Equity Lines of..., Lines Of Credit, Teller Operations, Consumer Lending, Commercial Lending, Cash Management, Small Business Lending, Loans
Education
Monroe Community College 2004 — 2006
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences, General Studies and Humanities
Manchester-Shortsville Central School District 2000 — 2004
Regents Diploma
Walden University
Business Administration and Management, General
Apex Window Films June 2010 - Present
Arbor Hill Associates September 1997 - Present
Arbor Hill Grapery & Winery November 1988 - Present
Canandaigua Chamber Of Commerce September 1988 - October 2010
Canandaigua Wine Trail 2006 - 2010
Finger Lakes Vistors Connection 1980 - 2010
Canandaigua National Bank September 1995 - April 1997
Education
Bryant & Stratton College 1991 — 1992
Business
Finger Lakes Community College 1989 — 1990
Business
Nazareth College 1988 — 1989
Art Education
Cazevovia 1986 — 1988
Canandaigua National Bank April 2011 - Present
Global Crossing 2007 - 2009
Skills
Auditing, Accounting, Management, Financial Reporting
Education
Spencerport High
University of Houston
Weight watchers December 2007 - Present
Canandaigua National Bank March 2001 - October 2004
Skills
Outlook, Customer Service, Microsoft Word, Data Entry, Administrative...
Education
University of North Texas 1978 — 1979
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Paychex January 2013 - Present
Paychex June 2011 - January 2013
Paychex March 2007 - June 2011
Iron Mountain April 2007 - December 2007
Canandaigua National Bank September 2006 - February 2007
Regional Distributors January 2006 - August 2006
Rochester RazorSharks August 2005 - November 2005
Buffalo Bills August 1998 - December 2002
Skills
Payroll, Customer Service, 401k, Cafeteria Plans, Payroll Processing, HR Solutions, Training &..., Staff Training, Salesforce.com, Human Resources, Account Management, Training, Leadership, Employee Benefits, Sales
Education
State University of New York College at Brockport 2003 — 2006
BS Business Administration, Business Management & Sport Management
State University of New York College at Buffalo 2000 — 2002
Pittsford Mendon High School 1996 — 2000
Canandaigua National Bank & Trust January 2013 - Present
Canandaigua National Bank May 1998 - January 2013
Rochester Community Saving Bank 1983 - 1998
Skills
Banking, Retail Banking, Sales Management, Loans, Commercial Banking, Financial Analysis, Finance, Financial Services, Credit, Consumer Lending, Commercial Lending, Small Business Lending, Mortgage Lending, Customer Service, Strategic Planning, Portfolio Management, Investments, Leadership, Management, Sales, Risk Management, Strategic Financial..., Individual Donor..., Refinance, Core Banking
Education
Monroe Community College
Business
Bluie October 2001 - Present
Aztek Computer Solutions November 1998 - May 2001
RCIPA, Inc. March 1996 - November 1998
Canandaigua National Bank June 1985 - March 1996
Skills
Small Business Network..., Network Design &..., Cloud Computing, SaaS, New Business Development, Business Development, Entrepreneurship, Project Management, Strategy, Selling, Strategic Partnerships, Web Development
Education
Nazareth College of Rochester 1981 — 1985
BS, Business
Allscripts January 2015 - Present
Allscripts April 2013 - January 2015
Allscripts January 2010 - April 2013
Allscripts May 2008 - January 2010
Bread Loaf Corporation December 2005 - January 2008
Syracuse University: IST IT Services June 2004 - July 2005
Canandaigua National Bank May 2003 - August 2003
Education
Syracuse University 2003 — 2005
MS, Information Management
Clarkson University 1999 — 2003
BS, Management and Information Systems (MIS)
Canandaigua Academy 1995 — 1999
Caliber Home Loans December 2014 - Present
Santander Consumer USA Inc. June 2013 - December 2014
MetLife March 2011 - March 2013
Canandaigua National Bank September 2008 - September 2010
The Siegfried Group October 2005 - April 2008
Ernst & Young 1998 - 2005
Skills
Sarbanes-Oxley Act, Internal Audit, Sarbanes-Oxley, Management, Auditing, Internal Controls, Financial Analysis, Loans, Enterprise Risk..., Financial Reporting, Risk Management, Accounting, SEC Filings, Banking, Finance, Financial Risk, Process Improvement
Education
American University of Beirut 1992 — 1996
BBA, Business Administration
Canandaigua National Bank December 2009 - Present
M&T Bank January 2000 - December 2009
Skills
Strategic Financial..., Finance, Investment Management, Banking, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Wealth Management, Accounting, Retirement Planning, Credit Risk, Mutual Funds, Series 7, Financial Risk
Education
University of Rochester - Simon Business School 1986 — 1987
Canandaigua National Bank June 2010 - Present
HSBC Mortgage Services June 2008 - June 2010
AIG United Guaranty February 2008 - June 2008
Alliance Mortgage Banking Corp October 2004 - June 2007
United Guaranty Services February 2001 - September 2004
Premier Auto Finance May 2000 - February 2001
Education
State University of New York College at Brockport 1995 — 2000
Bachelor, Business administration
Monroe Community College 1985 — 1986
Associates, Business administration
Karpus Investment Management February 2010 - Present
Cobblestone Capital Advisors, LLC 2000 - February 2010
Canandaigua National Bank October 1985 - February 2000
Skills
Investments, Portfolio Management, Strategic Planning, Risk Management, Banking, Investment Management, Wealth Management, Sales, Financial Modeling, Financial Analysis, Mutual Funds, Equities, Asset Management, Asset Allocation
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1990 — 1992
MBA, Finance
University of Rochester 1979 — 1983
BA, Economics
Monroe County January 2010 - Present
RSm Development LLC July 2007 - January 2010
Canandaigua National Bank May 2003 - July 2007
Skills
Customer Service, Banking, Public Speaking, Analysis
Education
Saint Bonaventure University 1999 — 2003
Bachelor of Science, Business Management & Adminstration
Canandaigua Academy
Canandaigua National Bank FSR IICanandaigua National Bank & Trust2006 - 2010
Education
St. John Fisher College 1995 — 2000
MBA, Finance
Canandaigua National Bank January 2009 - Present
Greentree Capital Manaagement, LLC February 2003 - May 2012
Education
University at Albany, SUNY 1992 — 1994
MBA, Finance
Siena College 1988 — 1992
BS, Finance, Accounting
Tones Vaisey, PLLC July 2015 - Present
Laboratory For Laser Energetics; University of Rochester February 2008 - Present
Laboratory for Laser Energetics: University of Rochester January 2007 - February 2008
Office of Research Accounting & Costing Standards November 2005 - January 2007
Canandaigua National Bank October 2004 - November 2005
Canandaigua National Bank May 2001 - October 2004
Bryant-William, Inc. June 1997 - June 2001
Skills
Financial Reporting, Accounting, Budgeting, Analysis, Financial Analysis, QuickBooks, Payroll, Microsoft Excel, Banking, Finance, Auditing, Process Improvement, General Ledger, Internal Controls, Account Reconciliation, Access, Microsoft Office, Financial Accounting, Microsoft Word, Budgets, Accounts Receivable, Customer Service
Education
Penfield High School
Rochester Institute of Technology
Bachelor of Science (B.S.), Accounting
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Science (M.S.), Management
Canandaigua National Bank August 1999 - Present
Canandaigua National Bank 2010 - 2011
Skills
Marketing Communications, Marketing, Microsoft Excel, Marketing Strategy, Social Media, Customer Service, Photography, Microsoft Office, Banking, Strategic Planning, Teamwork, PowerPoint, Time Management
Education
Nazareth College of Rochester 1986 — 1990
Bachelor of Business Administration (BBA)
Canandaigua National Bank July 2011 - Present
Canandaigua National Bank July 2010 - July 2011
Canandaigua National Bank January 2006 - July 2010
Canandaigua National Bank August 1994 - January 2006
Canandaigua National Bank July 1989 - August 1994
Wegmans Food Markets April 1984 - July 1989
Skills
Banking, Financial Analysis, Finance, Consumer Lending, Loans, Access, Commercial Banking, Financial Services, Retail Banking, Strategic Financial..., Teller Operations, Time Management, Microsoft Office, Financial Reporting, Commercial Lending, Strategic Planning
Education
Ramerman Leadership Group 2014 — 2014
Leadership Agility
Dale Carnegie 2010 — 2010
Professional Development
Finger Lakes Community College 1986 — 1988
Associate In Science, Human Services
Canandaigua National Bank August 2006 - Present
Education
State University of New York College at Brockport 1994 — 1998
BS, English Lit
REDCOM Laboratories, Inc. September 2012 - Present
Stone Construction Equipment, Inc June 1993 - February 2012
Canandaigua National Bank August 1988 - June 1993
Education
Finger Lakes Community College 1982 — 1985
AAS, Accounting
Canandaigua National Bank & Trust July 2015 - Present
Canandaigua National Bank 2008 - July 2015
Skills
Accounting, Small Business Lending, Banking, Microsoft Excel, Risk Management, Cash Management, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Services, Loans
Education
University of Phoenix
MBA
St. John Fisher College 2002 — 2006
BS, Finance
Constellation Brands September 2014 - Present
Monro Muffler Brake March 2014 - September 2014
Home Leasing October 2010 - March 2014
Citizens Bank March 2010 - October 2010
Ballantyne RV & Marine December 2006 - October 2010
Reston/McMullen Families March 2005 - September 2006
Canandaigua National Bank May 2003 - March 2005
Skills
Account Reconciliation, Accounts Payable, Accounting, General Ledger, Financial Statements, Journal Entries, Bank Reconciliation, Customer Service, Payments, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word
Education
Liberty University 2011 — 2012
MS, Accounting
State University of New York College at Geneseo 2007 — 2008
BS, Accounting
Finger Lakes Community College 1998 — 2006
AS, Liberal Arts & Conservation
Canandaigua National Bank May 2012 - Present
Canandaigua National Bank October 2009 - May 2012
Credit Suisse 2006 - 2009
Bristol Valley Theater 1999 - 2009
Big League Theatricals 2001 - 2004
Skills
Retail Banking, Commercial Lending, Banking, Financial Analysis, Microsoft Word, Microsoft Excel, Finance, Risk Management, Financial Services, Financial Modeling, Loans, Process Improvement, Management, Training, Leadership
Education
University of Houston 1985 — 1990
MBA, Management and Organizational Behavior
Kent State University 1974 — 1978
BA, TV & Radio
Jackson Milton HS
Canandaigua National Bank & Trust September 2011 - Present
Canandaigua National Bank May 2007 - September 2011
The Canandaigua National Bank and Trust Company 2007 - September 2011
Skills
Banking, Commercial Banking, Loans, Team Building, Refinance, Mortgage Lending, Finance, Retail Banking, Small Business Lending, Risk Management, Credit, Process Improvement, Commercial Lending, Cash Management, Sales, Mortgage Banking, Financial Services, Portfolio Management
Education
Nazareth College 1994 — 1996
BA, Business Administration
Alfred University 1992 — 1994
Business Administration
Canandaigua National Bank June 2015 - Present
First Niagara July 2014 - May 2015
Wells Fargo Home Mortgage March 2009 - June 2014
EquiFirst December 2003 - March 2009
Skills
FHA, FHA financing, Loans, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Refinance
Education
State University of New York College at Oswego 1990 — 1994
BS, Business Administration
Canandaigua National Bank March 2003 - Present
Canandaigua National Bank and Trust Co. 2003 - Present
Skills
Internal Controls, Banking, Financial Analysis, Sarbanes-Oxley Act, Finance, Auditing
Education
ABA Stonier Graduate School of Banking
Wharton Leadership Certificate
ABA Stonier Graduate School of Banking
Stonier Diploma
Canandaigua National Bank VP, Banking Operations ManagerCanandaigua National Bank & TrustMarch 2009 - Present
Skills
Process Improvement, Consumer Lending, Operations Management, BPO, Vendor Management, Lead Generation, Financial Services, Customer Service, Leadership, Employee Relations, Customer Retention, Management, PowerPoint, Microsoft Word, Coaching, Customer Acquisition, Team Leadership, Sales Management, Sales, Data Analysis, Strategic Planning, Recruiting, Loans
Education
Rochester Institute of Technology
Bachelor of Science (B.S.)
U.S. Bank January 2015 - Present
U.S. Bank May 2013 - January 2015
US Bank January 2011 - May 2013
Lansing Trade Group, LLC June 2010 - December 2010
Eurex December 2009 - June 2010
Mahogany Partners, LLC 2009 - 2009
Kabrik Trading 2009 - 2009
Canandaigua National Bank May 2008 - August 2008
MCT Federal Credit Union May 2007 - August 2007
Canandaigua National Bank May 2006 - August 2006
Skills
Derivatives, Equities, Trading, Financial Markets, Financial Modeling, Finance, Financial Analysis, Bloomberg, Banking, Risk Management, Credit, Financial Services, Commodity, Options, Fixed Income, Investments, Capital Markets, Analysis, VBA, Leadership, Microsoft Office, Commercial Lending, Credit Analysis
Education
Kent State University 2008 — 2009
Master's of Science, Financial Engineering, 3.93/4
State University of New York College at Fredonia 2004 — 2008
Bachelor of Arts (B.A.), Economics, 3.92/4 overall
State University of New York College at Fredonia 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
State University of New York College at Fredonia 2004 — 2008
Minor, Jazz
Canandaigua National Bank October 1999 - Present
Canandaigua National Bank and Trust Co. 1999 - Present
FF Thompson Guild 2009 - 2011
Citibank 1983 - 1993
Education
University of Phoenix 2003 — 2007
Associates, Business
PICS Telecom September 2011 - Present
Canandaigua National Bank April 2008 - July 2011
Genesee Valley Trust Company October 2003 - April 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Banking, QuickBooks, Finance, Analysis, Financial Analysis, Access, Accounting, Process Improvement, Outlook, Financial Reporting
Education
Nazareth College 1999 — 2003
BS, Accouting
Canandaigua National Bank March 2010 - Present
Newcastle Home Construction Corp. November 1989 - December 2009
Rick Leasure Realtors March 1987 - October 1989
Skills
Banking, First Time Home Buyers, Investment Properties, Real Estate, Home, Refinance, Mortgage Lending, Residential Homes, Small Business, Investments, Short Sales, Commercial Real Estate, Loan Origination, Referrals, Loans, FHA, Finance, Residential Mortgages, Project Management, Foreclosures, Commercial Lending, USDA, VA loans, Home Equity Lines of..., FHA financing, Real Estate Financing, Construction Loans, Small Business Lending, Mortgage Banking, Certified Mortgage..., Consumer Lending, Real Estate Economics, Single Family Homes
Education
Rochester Institute of Technology 1973 — 1977
Bachelor of Science, Accounting
Eastridge High Scool 1969 — 1973
Regents Diploma
Canandaigua National Bank June 2009 - Present
Steuben Trust Company February 2007 - June 2009
Manufacturers and Traders Trust Co February 1987 - February 2007
M &T Bank 1987 - 2007
Education
Rochester Institute of Technology 1980 — 1984
BS, Accounting
Genesee Community College 1978 — 1979
Associates, Accounting
Canandaigua National Bank April 1994 - Present
Canandaigua National Bank & Trust 1994 - Present
The Risk Management Association 1994 - 2011
Key Bank of New York, NA February 1981 - March 1994
Citibank (New York State) NA March 1973 - January 1981
Education
Sewanee-The University of the South 1968 — 1972
B. A., Economics
Hebron Academy 1964 — 1968
High School, Math, English, History, German, Science
Canandaigua National Bank & Trust January 2014 - Present
Canandaigua National Bank January 2011 - December 2013
Kohl's Department Stores September 2006 - June 2011
City of Rochester February 2010 - January 2011
Skills
Customer Service, Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Customer Satisfaction, Data Analysis, Inventory Management, Team Leadership, Outlook, Management, Data Entry, Access, Editing, Sales, Event Planning
Education
State University of New York College at Brockport 2008 — 2010
B.S, Health Science, Environmental Science
FedEx Ground August 2010 - Present
FedEx Ground September 2008 - August 2010
Frank J. Marianacci Inc./ 5 & 20 Repair April 2000 - October 2007
Brytom Corp April 2000 - October 2007
City of Cananadiagua September 2005 - March 2007
Canandaigua National Bank March 1996 - March 2000
Skills
UV/Vis Spectrometer..., FTIR Spectrometer..., Luminescence..., Gas Chromatograph (HP..., High pressure liquid..., Differential scanning..., Raman Systems RSI 2001, Autoclave, Centrifuge
Education
State University of New York (SUNY) at Buffalo 2008 — 2010
Bachelor of Science, Forensic Chemistry
Finger Lakes Community College 1993 — 1995
Associate of Applied Science, Mathematics and Science
Canandaigua National Bank & Trust January 2013 - Present
Canandaigua National Bank June 1995 - Present
Canandaigua National Bank 1995 - July 2012
Hillside Family of Agencies 2004 - February 2011
Skills
Customer Service, Banking, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Coaching, Data Analysis, Strategic Planning, Marketing, Plannning, Consumer Lending
Education
University at Buffalo 2001 — 2002
Master of Arts (M.A.), Clinical Psychology
SUNY Geneseo 1997 — 1999
Bachelor of Arts (B.A.), Psychology
Canandaigua National Bank VP / Sr. Fiduciary ManagerJPMorgan Private BankMay 1985 - January 2004
Education
Northwood University
Management and Marketing
Canandaigua National Bank & Trust February 2014 - July 2015
Canandaigua National Bank & Trust September 2013 - February 2014
Canandaigua National Bank September 2011 - February 2014
Utica College May 2013 - June 2013
Canandaigua National Bank August 2010 - September 2011
Rochester Museum and Science Center June 2009 - August 2009
Archaeological Field School May 2008 - June 2008
St. John Fisher College May 2007 - August 2007
Skills
Microsoft Office, Microsoft Word, Analyst Notebook, Microsoft Publisher, PowerPoint, LexisNexis, Microsoft Excel, Analysis, Data Analysis, Research, Data Entry, Social Media, Time Management, EndNote, Open Solutions, OnBase, Microsoft Visio, Banking, Adobe Professional, Outlook, Leadership, Customer Service, Unity, EFunds, Invisible Secrets, Hex Editor, Karen's Hash
Education
Utica College 2012 — 2014
Master of Business Administration (MBA), Economic Crime and Fraud Management
Saint John Fisher College 2006 — 2010
B.A., Anthropology, International Studies, History
Canandaigua National Bank
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Credit, Banking, Consumer Lending, Financial Analysis, Loans, Retail Banking, Finance, Credit Risk, Financial Risk, Loan Origination
Education
University of Wisconsin-Madison 2009 — 2011
Graduate - Banking, Banking
Roberts Wesleyan College
Great Rentals, LLC July 2013 - Present
Canandaigua City School District September 2014 - February 2015
RE/Max Properties - Canandaigua, N.Y. October 2012 - September 2014
Canandaigua National Bank October 2011 - September 2012
Kenyon & Kenyon, Attorneys September 2000 - February 2011
Pinkerton Security 1997 - 2000
Cargo Furniture Company 1994 - 1996
Skills
Commercial Litigation, Public Speaking, Microsoft Word, Real Estate, Microsoft Office, Research, Customer Service, Event Planning, Legal Research, Legal Writing, Legal Assistance, Social Media, Westlaw, Microsoft Excel, PowerPoint, Editing, Bookkeeping, QuickBooks, Organization Skills, Analytical Skills, Report Preparation, Data Entry
Education
University at Albany, SUNY 1991 — 1993
BA, Criminal Justice
Finger Lakes Community College 1988 — 1991
Associate's degree, Criminal Justice
Marcus Whitman High School 1985 — 1988
Diploma
Citi November 2011 - Present
Citigroup May 2009 - November 2011
Canandaigua National Bank November 2005 - August 2007
Canandaigua National Bank January 2007 - May 2007
Skills
Microsoft Excel, Fixed Income, Loans, Credit, Securities, Finance, Accounting, Banking, Financial Analysis
Education
State University of New York at Buffalo - School of Management 2007 — 2009
MBA, Finance, Accounting, Economics
State University of New York at Buffalo - School of Management 2001 — 2005
BS, Business Administration
Canandaigua National Bank
Skills
Banking, Access, Compliance, Excel, Credit Risk
Education
Emory University 1980 — 1984
Bachelor's Degree
University of St. Andrews 1982 — 1983
Junior Year Abroad
noble and greenough 1976 — 1980
High School
Emory University - Goizueta Business School
Graduate School of Banking
Goldberg Kohn Ltd. May 2012 - Present
Dewey & LeBoeuf LLP October 2011 - May 2012
Dewey & LeBoeuf LLP May 2010 - July 2010
Canandaigua National Bank December 2007 - August 2008
Education
Northwestern University School of Law 2008 — 2011
Juris Doctor
Saint John Fisher College 2004 — 2007
Bachelor of Arts, Political Science
Canandaigua National Bank February 2003 - Present
Skills
Consumer Lending
Education
Alfred University 1998 — 2002
BS, Business Administration and Health Planning & Management
Canandaigua National Bank September 2005 - Present
Rite Aid October 1988 - September 1999
Sherwood Manor Restaurant July 1984 - February 1994
Skills
Finance, Operations Management, Team Leadership, Teamwork, Marketing, Accounting Applications, Food Service
Education
Monroe Community College 1982 — 1984
Food Service, English, accounting, food prep, economics, 3.86
Trillium Health March 2014 - Present
Southern New Hampshire University September 2013 - Present
Everest Institute July 2007 - Present
St. Ann's Community July 2011 - November 2013
RPCN-Rushville Health Center March 2007 - June 2011
Canandaigua National Bank 2000 - 2005
Skills
Customer Service, Microsoft Office, HIPAA, EHR, Operations Management, Teamwork, EMR, Healthcare, Cpr Certified, Medicare, Teaching, Higher Education, Healthcare Management, Payroll, Revenue Cycle, Process Improvement, Microsoft Excel, Non-profits, Medical Billing, Training, Medicaid, Public Speaking, PowerPoint, Healthcare Information..., Hospitals, Medical Coding, ICD-9, CPT, Office Management, Accounts Receivable, Healthcare Consulting, Supervisory Skills, Practice Management, HCPCS, Software Documentation, Insurance, ICD-10, Team Building, Physician Relations, Credentialing, Microsoft Word, Meditech
Education
Regis University 2004 — 2005
MBA, Business
Hawaii Pacific University 1986 — 1988
BS, Business Administration-Management
Canandaigua National Bank May 1980 - Present
Skills
Banking
Education
Rochester Institute of Technology
BS, Business
Nixon Peabody LLP August 2014 - Present
Canandaigua National Bank April 2008 - August 2014
Niagara Grill Inc. April 1981 - March 2007
Skills
Consumer Lending, Microsoft Office, Management, Loans, Customer Service, Financial Analysis, Strategic Planning, Banking
Education
Keuka College 2010 — 2012
Bachelor's degree, Organizational Management, 3.59
Finger Lakes Community College 2006 — 2008
AAS, Paralegal, 3.8