Genesee Valley Trust Company
Industry: Company
DescriptionFounded: 1994 Parent organization: Canandaigua National Subsidiary: Genesee Valley Trust Company., Asset Management Arm
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Genesee Valley Trust Company Employees
Employee
Years
Job
Industry
Adelina G Ranalletta Adelina G Ranalletta's Genesee Valley Trust Company Experience September 2013 - November 2014
Job Private Banker Advisory Associate
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Genesee Valley Trust Company September 2013 - November 2014
Canandaigua National Bank & Trust November 2011 - September 2013
Compass Financial Group Inc August 2009 - October 2011
Lucian Development May 2007 - August 2009
JPMorgan Chase March 1985 - June 2004
Skills
Strategic Financial..., Wealth Management, Sales, Team Building, Banking, Leadership, Performance Management, Financial Planning, Sales Management, Training, Management, Finance, Vendor Management, Process Improvement, Organizational..., Strategic Planning, Project Management, Microsoft Office, Risk Management
Education
Saint John Fisher College 1999 — 2001
BS, Communications
Nazareth Academy
Morgan Stanley June 2015 - Present
Genesee Valley Trust Company September 2013 - November 2014
Canandaigua National Bank & Trust November 2011 - September 2013
Compass Financial Group Inc August 2009 - October 2011
Lucian Development May 2007 - August 2009
JPMorgan Chase March 1985 - June 2004
Skills
Strategic Financial..., Wealth Management, Sales, Team Building, Banking, Leadership, Performance Management, Financial Planning, Sales Management, Training, Management, Finance, Vendor Management, Process Improvement, Organizational..., Strategic Planning, Project Management, Microsoft Office, Risk Management
Education
Saint John Fisher College 1999 — 2001
BS, Communications
Nazareth Academy
James Guido James Guido's Genesee Valley Trust Company Experience Personal Tax AccountantPTSG1990 - 1993
Job Client Relationship Manager at Genesee Valley Trust Company
Industry Financial Services
Experience
Genesee Valley Trust Company Personal Tax AccountantPTSG1990 - 1993
Skills
Wealth Management, Microsoft Office, Customer Service, Risk Management, Estate Planning, Asset Allocation, Financial Analysis, Strategic Planning, Portfolio Management, Banking, Investments, Data Analysis, Retirement Planning, Securities
Education
SUNY Brockport 1974 — 1978
Bachelor of Arts (B.A.), English - MA, Spanish - MI
Genesee Valley Trust Company Personal Tax AccountantPTSG1990 - 1993
Skills
Wealth Management, Microsoft Office, Customer Service, Risk Management, Estate Planning, Asset Allocation, Financial Analysis, Strategic Planning, Portfolio Management, Banking, Investments, Data Analysis, Retirement Planning, Securities
Education
SUNY Brockport 1974 — 1978
Bachelor of Arts (B.A.), English - MA, Spanish - MI
Bobbie Van Dussen Bobbie Van Dussen's Genesee Valley Trust Company Experience June 2002 - October 2003
Job Office Manager at EEP Quality Group Inc
Industry Automotive
Experience
EEP Quality Group Inc October 2008 - Present
Genesee Valley Trust Company June 2002 - October 2003
Arthur Anderson October 2001 - April 2002
Valeo, ITT Automotive, Delco Products September 1970 - September 2001
Valeo Electrical Systems 1998 - 2001
Valeo 1970 - 2001
Valeo Wiper Systems 1970 - 2001
Skills
Payroll, Accounts Payable, Automotive, Accounts Receivable, Inventory Management, Purchasing, Process Improvement, Bank Reconciliation, SAP, Manufacturing, Tax, Lean Manufacturing, Continuous Improvement, Six Sigma, Kaizen, 5S
Education
Monroe Community College
Business
EEP Quality Group Inc October 2008 - Present
Genesee Valley Trust Company June 2002 - October 2003
Arthur Anderson October 2001 - April 2002
Valeo, ITT Automotive, Delco Products September 1970 - September 2001
Valeo Electrical Systems 1998 - 2001
Valeo 1970 - 2001
Valeo Wiper Systems 1970 - 2001
Skills
Payroll, Accounts Payable, Automotive, Accounts Receivable, Inventory Management, Purchasing, Process Improvement, Bank Reconciliation, SAP, Manufacturing, Tax, Lean Manufacturing, Continuous Improvement, Six Sigma, Kaizen, 5S
Education
Monroe Community College
Business
Mary O'Brian, AIF® Mary O'Brian, AIF®'s Genesee Valley Trust Company Experience March 2009 - January 2011
Job President at The Waterford Group, LLC
Industry Financial Services
Experience
The Waterford Group, LLC January 2011 - Present
Genesee Valley Trust Company March 2009 - January 2011
Xerox 1987 - 1999
Education
Niagara University 1986 — 1990
Marketing, Finance
The Waterford Group, LLC January 2011 - Present
Genesee Valley Trust Company March 2009 - January 2011
Xerox 1987 - 1999
Education
Niagara University 1986 — 1990
Marketing, Finance
Joy Ryen Plotnik's Genesee Valley Trust Company Experience October 2014 - Present
Job
Industry Investment Management
Experience
Genesee Valley Trust Company October 2014 - Present
WXXI Public Broadcasting Council February 2014 - Present
The Strong 1998 - Present
Skills
Non-profits, Estate Administration, Estate Law, Estate Planning, Trusts, Fundraising, Nonprofits, Retirement Planning, Legal Research, Elder Law, Legal Writing, Philanthropy, Tax Law, Public Speaking, Bankruptcy, Corporate Law, Mediation, Corporate Governance
Education
Boston University School of Law 1985 — 1988
JD, Law
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Brighton High School 1978 — 1981
Genesee Valley Trust Company October 2014 - Present
WXXI Public Broadcasting Council February 2014 - Present
The Strong 1998 - Present
Skills
Non-profits, Estate Administration, Estate Law, Estate Planning, Trusts, Fundraising, Nonprofits, Retirement Planning, Legal Research, Elder Law, Legal Writing, Philanthropy, Tax Law, Public Speaking, Bankruptcy, Corporate Law, Mediation, Corporate Governance
Education
Boston University School of Law 1985 — 1988
JD, Law
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Brighton High School 1978 — 1981
Josina Stagliano Josina Stagliano's Genesee Valley Trust Company Experience June 2004 - February 2010
Job A.V.P Trust Administrative Officer at US Trust
Industry Financial Services
Experience
US Trust Bank Of America November 2011 - Present
Edward Jones September 2010 - November 2011
Genesee Valley Trust Company June 2004 - February 2010
M&T Bank 1997 - 2004
Fleet Investment Services ( Bank of America) October 1973 - November 1992
Skills
Employee Benefits, Investments
Education
CEBS Program
Rochester Institute of Technology
Participated in the Management Degree Program for Business Administration
US Trust Bank Of America November 2011 - Present
Edward Jones September 2010 - November 2011
Genesee Valley Trust Company June 2004 - February 2010
M&T Bank 1997 - 2004
Fleet Investment Services ( Bank of America) October 1973 - November 1992
Skills
Employee Benefits, Investments
Education
CEBS Program
Rochester Institute of Technology
Participated in the Management Degree Program for Business Administration
Jennifer Stankevich's Genesee Valley Trust Company Experience October 2003 - April 2008
Job Senior Accountant at PICS Telecom
Industry Telecommunications
Experience
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
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
Bob Carville's Genesee Valley Trust Company Experience January 2011 - July 2013
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Genesee Valley Trust Company January 2011 - July 2013
Fidelity Investments 2008 - 2010
Skills
Series 7, Investments, Retirement, Wealth Management, Customer Service, Portfolio Management, Series 63
Education
Rochester Institute of Technology 1978 — 1983
BS, Industrial Engineering
Fidelity Investments July 2013 - Present
Genesee Valley Trust Company January 2011 - July 2013
Fidelity Investments 2008 - 2010
Skills
Series 7, Investments, Retirement, Wealth Management, Customer Service, Portfolio Management, Series 63
Education
Rochester Institute of Technology 1978 — 1983
BS, Industrial Engineering
Amanda Luebstorff's Genesee Valley Trust Company Experience July 2015 - Present
Job
Industry
Experience
Genesee Valley Trust Company July 2015 - Present
The Country Club of Rochester December 2003 - Present
Cape Fear Country Club March 1999 - November 2003
Skills
Event Management, Customer Service, Higher Education, Marketing Strategy, Social Media, Strategic Planning, Customer Satisfaction, Leadership, Management, Event Planning, Public Speaking
Education
Alfred State College - SUNY College of Technology
University at Buffalo
Genesee Valley Trust Company July 2015 - Present
The Country Club of Rochester December 2003 - Present
Cape Fear Country Club March 1999 - November 2003
Skills
Event Management, Customer Service, Higher Education, Marketing Strategy, Social Media, Strategic Planning, Customer Satisfaction, Leadership, Management, Event Planning, Public Speaking
Education
Alfred State College - SUNY College of Technology
University at Buffalo
Pam O'Connell's Genesee Valley Trust Company Experience July 1999 - June 2001
Job Loan Service Representative at ESL Federal Credit Union
Industry Banking
Experience
ESL Federal Credit Union October 2006 - Present
ESL Federal Credit Union September 2004 - October 2006
Charter One Auto Finance March 2002 - September 2004
Genesee Valley Trust Company July 1999 - June 2001
Skills
Loans, Banking, Retail Banking, Customer Service, Finance, Outlook
Education
Monroe Community College 2003 — 2003
No Degree, Spanish Language and Literature
Girard High School 1976 — 1980
High School Diploma, Administrative Assistant and Secretarial Science, General
ESL Federal Credit Union October 2006 - Present
ESL Federal Credit Union September 2004 - October 2006
Charter One Auto Finance March 2002 - September 2004
Genesee Valley Trust Company July 1999 - June 2001
Skills
Loans, Banking, Retail Banking, Customer Service, Finance, Outlook
Education
Monroe Community College 2003 — 2003
No Degree, Spanish Language and Literature
Girard High School 1976 — 1980
High School Diploma, Administrative Assistant and Secretarial Science, General
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