Canandaigua National Bank & Trust
Industry: Bank holding company
DescriptionHeadquarters: Canandaigua, NY Founded: 1984 Subsidiaries: CANANDAIGUA NATIONAL BANK & TRUST CO,
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Canandaigua National Bank & Trust Employees
CGI Communications January 2008 - Present
Canandaigua National Bank & Trust May 2004 - August 2004
Education
Niagara University 2003 — 2007
Bachelor of Applied Science (BS), Marketing
University at Albany August 2015 - Present
Barringer Construction December 2013 - July 2015
Canandaigua National Bank & Trust October 2012 - November 2013
Kohls April 2012 - September 2012
Martino Flynn September 2011 - November 2011
Legacy at the Fairways, Senior Living Community December 2009 - September 2011
Pier 1 Imports September 2009 - May 2010
Buffalo Sabres September 2008 - April 2009
Canandaigua National Bank and Trust Company May 2006 - August 2007
Skills
Marketing Research, Time Management, Integrated Marketing, Customer Service, Social Media, Notary Public, International Business, International..., Teamwork, Public Speaking, Marketing Strategy, Marketing Communications, Digital Marketing, Research, Account Management, Blogging, Online Marketing, Social Networking, Social Media Marketing, Twitter, Facebook, Public Relations
Education
Niagara University 2005 — 2009
B.S., Marketing and International Business
Schiller International University 2008 — 2008
Business- Study Abroad Program
Strong Memorial Hospital February 2015 - Present
Penfield Strikers January 2013 - Present
Penfield High School July 2013 - November 2013
Mary's Place Outreach January 2013 - May 2013
Max’s at Eastman/Max’s at High Falls/Max’s at the Memorial Art Gallery May 2011 - July 2012
Canandaigua National Bank & Trust 2011 - 2011
Skills
Coaching, Microsoft Office -..., Communication, Team Leadership, Organization, Community Development, Refugees, PowerPoint, Human Resources, Entrepreneurship, Teamwork
Education
University of Rochester School of Nursing
Bachelor's Degree, Nursing
University of Rochester
Nazareth College of Rochester 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
University of Cumbria 2012 — 2012
Lancaster, England, Business
Snyder's-Lance, Inc. January 2012 - Present
Advantage Sales & Marketing January 2006 - December 2011
Canandaigua National Bank & Trust September 2003 - January 2006
Skills
Trade Marketing, FMCG, Consumer Products, Grocery, Retail, Shopper Marketing
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Economics
Canandaigua National Bank & Trust October 2013 - Present
Manning & Napier Advisors November 2011 - September 2013
KPMG September 2005 - November 2011
Skills
US GAAP, Auditing, Financial Reporting, Internal Controls, SEC filings, GAAP, Sarbanes-Oxley Act, External Audit, Accounting, CPA, Finance, Financial Accounting, SEC Filings, Sarbanes-Oxley
Education
St. John Fisher College
BS Accounting, Accounting/Finance/Business
OfficeTeam October 2014 - Present
Randstad USA April 2014 - October 2014
Randstad USA April 2013 - April 2014
Canandaigua National Bank & Trust July 2011 - April 2013
Skills
Recruiting, Sales, Retail Banking, CRM, Banking, Finance, Loans, Financial Services, Temporary Placement, Onboarding, Microsoft Excel, Employee Relations
Education
SUNY Fredonia
Bachelor of Business Administration (BBA), Marketing
Canandaigua National Bank & Trust February 2012 - Present
Canandaigua National Bank & Trust July 2011 - February 2012
Canandaigua National Bank & Trust July 2008 - July 2011
Skills
Loans, Credit, Banking, Cash Management, Risk Management, Analysis, Microsoft Excel, Finance, Financial Analysis, Loan Origination, Retail Banking, Regression Analysis, Statistical Data..., Underwriting, Communication, Project Management, Customer Service, Data Analysis, Community Reinvestment...
Education
State University of New York Institute of Technology at Utica/Rome 2009 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance/ Technology Management
Hobart and William Smith Colleges 2003 — 2007
Bachelor of Science (B.S.), Biology
CEMEX September 2015 - Present
CEMEX February 2015 - September 2015
Ocwen Financial Corporation February 2014 - February 2015
Canandaigua National Bank & Trust July 2008 - February 2014
Scotiabank June 2006 - June 2008
Scotiabank January 2005 - June 2006
Scotiabank July 2004 - January 2005
EMI Equity Mortgage, Inc. 2001 - 2004
Colon-Jimenez Assoc., CPA 1997 - 2000
Skills
Financial Analysis, Finance, Banking, Accounting, Auditing, Analysis, Strategic Financial..., Management, Forecasting, Credit, Budgets, Cash Management, Strategic Planning, Process Improvement, Financial Reporting, Portfolio Management, Financial Risk, Risk Management, Financial Modeling, Financial Services, Due Diligence, Credit Risk, Operational Risk, Mortgage Banking, Asset Liability..., Commercial Banking, Corporate Finance, Investment Banking, Recruiting, Project Management, Leadership, Payroll, Mortgage Lending, Loans, Commercial Lending, Financial Institutions, Insurance, Internal Controls, Investments, Retail Banking, Credit Analysis, Consumer Lending, Executive Management, ALM, AML, Structured Finance, Managerial Finance, Fixed Assets, Variance Analysis
Education
SUNY Empire State College 2011 — 2015
Master (MBA), Business Administration
University of Puerto Rico 1993 — 1999
Bachelor's degree, Accounting
Canandaigua National Bank & Trust May 2015 - Present
Education
ABA School of Bank Marketing and Management 2015 — 2016
Saint John Fisher College 2009 — 2011
MBA, General Management
State University of New York College at Fredonia 2000 — 2004
BS, Business Administration
First Data Corporation June 2012 - Present
Moroch October 2009 - August 2011
Canandaigua National Bank & Trust October 2007 - June 2009
Skills
Strategy, Email Marketing, Digital Media, Competitive Analysis, Brand Management, Online Marketing, Direct Marketing, Mobile Marketing, Media Planning, Press Releases, Product Marketing, Cross-functional Team..., Analysis, Training, Customer Service, New Business Development, Project Coordination, CRM, Direct Sales, Financial Services, Public Relations, Banking, Business Strategy, Sales Management, Customer Engagement, Management, Market Research, Salesforce.com, Nonprofits, Market Planning, Project Planning, Finance, Fundraising, Team Building, Account Management, Marketing, Microsoft Office, Public Speaking, Sales
Education
State University of New York College at Geneseo 2003 — 2007
BA, Sociology & Business Administration, 3.7
University at Buffalo
Business Administration and Management, General
Canandaigua National Bank & Trust September 2014 - Present
Canandaigua National Bank & Trust August 2011 - August 2014
Finger Lakes Casino & Racetrack January 2004 - June 2012
Skills
Account Reconciliation, Accounting, QuickBooks, Financial Reporting, Finance, Payroll, Cash Management, Accounts Payable, Accounts Receivable, Microsoft Excel
Education
Finger Lakes Community College 2009 — 2010
Associate's degree, Accounting
Finger Lakes Community College 1998 — 2000
Associate's degree, Travel and Tourism Management
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
MMB January 2015 - Present
MMB August 2013 - January 2015
Nothnagle Realtors 2012 - 2013
Canandaigua National Bank & Trust 2010 - 2012
Holtz House of Vehicles 2010 - 2010
Fox Run Vineyards May 2008 - November 2009
Partners and Napier June 2009 - August 2009
Dixon Schwabl Advertising December 2007 - April 2008
Skills
Marketing, Social Media, Microsoft Excel
Education
Hobart and William Smith Colleges 2007 — 2011
Bachelor of Arts (BA), Media Studies, Psychology, Sociology
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
Canandaigua National Bank & Trust January 2014 - Present
Bank of America January 2012 - November 2013
Bank of America December 2010 - December 2011
Bank of America February 2009 - November 2010
Bank of America July 2002 - January 2009
JP Morgan Chase 1983 - July 2002
Skills
Banking, Retail Banking, Consumer Lending, Small Business Lending, Branch Banking, Relationship Management, Credit, Loans, Credit Cards, Leadership, Coaching, Project Management, Risk Management, Commercial Lending, Performance Management, Financial Services, Process Improvement, Change Management, Finance, Team Building, Customer Service, Branch Management, Cash Management, Operational Risk..., Operational Risk, Cross Selling, Mortgage Lending, Commercial Banking, Customer Experience, Loan Origination, Lines Of Credit, Credit Analysis, Mortgage Banking, Deposits, Team Leadership, Sales Management, Customer Retention, Strategy, Management, Portfolio Management, Financial Analysis, Credit Risk, Program Management, Financial Risk
Education
Rochester Institute of Technology 1981 — 1983
Bachelor’s Degree, Criminal Justice/Police Science
Monroe Community College 1979 — 1981
Associate’s Degree, Business Administration and Management, General
Brighton High School 1975 — 1979
High School Diploma
Bond Financial Network June 2015 - Present
Apple August 2014 - June 2015
Houghton College May 2013 - May 2014
Houghton College January 2012 - May 2014
Canandaigua National Bank & Trust May 2011 - January 2013
Skills
Microsoft Office, Public Speaking, Physics, Teamwork, Customer Service, Fundraising, Data Analysis, Research, Microsoft Word, PowerPoint, Microsoft Excel, Editing, Time Management, Teaching, Higher Education, Nonprofits
Education
Houghton College 2010 — 2014
Bachelor's Degree, Physics
Canandaigua National Bank & Trust April 2014 - Present
Canandaigua National Bank & Trust September 2013 - March 2014
University at Buffalo School of Management June 2011 - May 2013
Clintwood Apartments May 2010 - June 2011
Brandford Realty January 2010 - January 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Data Analysis, Microsoft Office, Teamwork, Customer Service, Outlook, Leadership, Data Entry, Analysis, Finance, Team Leadership, Financial Reporting
Education
State University of New York at Buffalo 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Canandaigua National Bank & Trust September 2015 - Present
YMCA of Greater Rochester December 2013 - Present
Nothnagle Realtors June 2012 - Present
The Strong September 2009 - July 2012
M&T Bank November 2008 - September 2009
M&T Bank August 2005 - November 2008
Paychex December 2004 - August 2005
Skills
College Recruiting, Benefits Administration, Payroll Administration, Employee Relations, Employment Law, Payroll, Onboarding, Performance Management, Real Estate License, Personnel Management, Human Resources, Management, New Hire Orientations, Time Management, Employee Benefits, Recruiting, Sales, Customer Service, Talent Acquisition, HRIS, Real Estate, Applicant Tracking..., Interviews, Training
Education
State University of New York College at Geneseo 1997 — 2001
BA, Communication
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
Canandaigua National Bank & Trust December 2012 - Present
The Upstate National Bank January 2011 - December 2012
First Niagara Bank March 2007 - January 2011
Skills
Commercial Lending, Loans, Commercial Banking, Small Business Lending, Commercial Mortgages, Credit Analysis, Banking, Cash Management, Consumer Lending, Credit, Credit Risk, Due Diligence, Finance, Financial Analysis, Mortgage Lending, Portfolio Management, Underwriting
Education
University of Rochester 1997 — 2001
BA, Mathematic
HR Works, Inc. January 2015 - Present
ESL Federal Credit Union August 2011 - September 2013
Canandaigua National Bank & Trust 2008 - 2011
Wegmans Food Markets 2002 - 2008
Skills
Banking, Financial Analysis, Access, Process Improvement, Team Building, Analysis, Microsoft Office, Loans, NYS Notary Public, Consumer Lending, Outlook, Mortgage Lending, Microsoft Excel, EEO/AA Compliance, Job Coding
Education
Roberts Wesleyan College 2012 — 2013
Bachelor's degree, Organizational Management
Finger Lakes Community College
Associate's degree, Business Administration and Management, General
Legacy at Parklands Senior Living Community May 2015 - Present
Canandaigua National Bank & Trust January 2009 - June 2014
Bassett Furniture Industries, Inc. 2004 - 2008
City Newspaper Rochester, NY alternative newsweekly 2007 - 2007
Genesee Valley Parent Publications 2006 - 2007
Inside, home staging and organizational service 1995 - 2004
Skills
Management, Sales, Advertising, Coaching, Team Leadership, Leadership, Relationship Management, CRM, Strategic Planning, Relationship Building, Training, Consulting, Analysis, Program Management, Process Improvement, Cross-functional Team..., Finance, Nonprofits, Banking, Advertising Sales, Customer Service
Education
State University of New York Empire State College
Coursework in Marketing, General Sales, Merchandising and Related Marketing Operations
Logan Elm High School
Canandaigua National Bank & Trust February 1999 - Present
Skills
Banking, Risk Management, Vendor Management, Risk Assessment, Business Continuity, Microsoft Office, Time Management, Commercial Banking, Strategic Financial..., Outlook, Public Speaking, Team Building, PowerPoint, Microsoft Word
Education
Alfred State College - SUNY College of Technology 1972 — 1974
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Canandaigua National Bank & Trust June 2015 - Present
Woods Oviatt Gilman LLP January 2014 - Present
Creary Law Group, P.C. August 2013 - January 2014
Fix Spindelman Brovitz & Goldman June 2007 - June 2013
Skills
Legal Writing, Real Estate Transactions, Real Estate
Education
Nazareth College of Rochester 2008 — 2013
Bachelor of Arts (B.A.)
Pittsford Mendon High School 2003 — 2007
Kiwanis Club October 2014 - Present
Canandaigua National Bank & Trust January 2012 - Present
OHM International Inc April 2006 - February 2010
Skills
Customer Service, Microsoft Office, Banking, Loans, Financial Services, Sales, Leadership, Retirement Planning, Financial Planning, Mortgage Lending, Finance, Small Business Lending, Outlook, Team Building, Series 7, Commercial Lending, Investments, 401k, Wealth Management, Loan Origination, Credit, Granite, Marble, Photography
Education
University of North Carolina at Greensboro 2006 — 2007
Finger Lakes Community College 2002 — 2003
Associate's Degree, Theatre Arts
Finger Lakes Community College 2000 — 2002
Associate's Degree, Graphic arts and advertising
Canandaigua National Bank & Trust September 2010 - Present
Canandaigua National Bank & Trust March 2007 - September 2010
Uline April 2006 - November 2006
Skills
Consumer Lending, Loans, Banking, Sales, Small Business Lending, Retail Banking, Customer Service, Commercial Banking, Cash Management, Leadership, Microsoft Excel, Financial Services, Finance, Team Building, Financial Analysis
Education
SUNY Fredonia 1990 — 1992
Bachelor of Science (BS), Business Administration
Genesee Community College 1987 — 1989
Associate of Science (AS), Business Administration
Canandaigua National Bank & Trust August 2014 - Present
Intuit November 2012 - December 2013
First Data Corporation 2005 - 2007
First Data Corporation 1998 - 2005
Ceridian September 1996 - July 1998
John H. Harland May 1995 - May 1996
John H. Harland July 1991 - May 1995
Community Bank Systems December 1988 - July 1991
Skills
Sales Management, Relationship Management, Account Management, Banking, Sales, Financial Analysis, Process Improvement, Strategic Planning, Direct Sales, Strategic Partnerships, Customer Service, New Business Development, Business Analysis, Leadership, Team Building, Selling, Management, B2B
Education
State University of New York College at Oswego
Bachelor of Science, Marketing
Canandaigua National Bank & Trust February 2015 - Present
iHeartMedia August 2008 - Present
Varsity Media August 2010 - Present
1420 WACK Radio August 2008 - Present
Newark Pilots Baseball May 2011 - August 2014
Skills
Broadcast, Radio, Radio Broadcasting, Radio Host, Sports, Adobe Audition, Radio Promotions, Media Relations, Radio Programming, Radio Production
Education
Spring Arbor University 2005 — 2008
Bachelor of Arts (BA), Communication/Broadcasting
Canandaigua National Bank & Trust May 2014 - Present
Casa Larga Vineyards April 2013 - September 2014
Armbruster Capital Management, Inc. January 2014 - April 2014
Bombace Wine and Spirits November 2011 - April 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, PowerPoint, Customer Service, Management Skills, Public Speaking, Team Leadership, Bloomberg Terminal, Data Analysis, Oral & Written..., Direct Sales, Leadership Development, Time Management
Education
SUNY Brockport 2010 — 2014
Bachelor's degree, Finance, Economics, Senior
Canandaigua National Bank & Trust August 2014 - Present
The Bonadio Group May 2012 - August 2014
Rochester Institute of Technology March 2012 - May 2012
Rochester Institute of Technology November 2011 - April 2012
Highland Hospital May 2010 - December 2011
Woodcliff Hotel & Spa August 2008 - August 2009
Skills
Social Media, Social Media Marketing, Google Analytics, Written Skills, Public Speaking, Attention To Detail, Excel, Microsoft Excel, Social Networking, Digital Marketing, Event Management, Market Research, Management, Training
Education
Rochester Institute of Technology 2009 — 2012
Bachelor's degree, New Media Marketing
Webster Schroeder
Apple Inc. August 2011 - Present
Questcom, Inc. January 2011 - April 2011
Canandaigua National Bank & Trust November 2007 - August 2010
Hot Topic October 2001 - August 2004
IdeaFirst, Inc January 1996 - August 2000
Skills
Illustrator, Web Design, Marketing, OS X, Photography, Illustration, Customer Service, Editing, iLife, iWork, Brand Development, Photoshop, Mac OS, Adobe Creative Suite, Graphic Design, InDesign, Advertising, Logo Design, Wordpress, Market Research, Creative Direction, Mac, Digital Photography, Marketing Strategy, QuarkXPress, Social Media, Layout, Video Editing, Outsider Art, Corporate Identity, Copywriting, Photogravure, Digital Illustration, Final Cut Pro, Social Networking, Dreamweaver, Image Editing, WordPress
Education
Rochester Institute of Technology 2001 — 2002
Fine Art
Monroe Community College 2000 — 2001
Advertising Design / Creative Writing
Fairport High School 1997 — 2000
Rochester Institute of Technology
Graphic Design/Communications
Batteries Plus 2011 - Present
IEC Electronics 2008 - 2009
Bankers Conseco Life 2007 - 2008
Drew Candle Company 2005 - 2005
SPAR Marketing 2004 - 2005
Canandaigua National Bank & Trust 1999 - 2002
Factory Point National Bank 1998 - 1999
Morgan Stanley Smith Barney 1995 - 1997
New York State Division of the Budget 1993 - 1995
NYS Assembly Ways and Means Committee 1991 - 1993
Skills
Analysis, Budget, Finance, Financial Analysis, Strategic Planning, Financial Modeling, Financial Statement..., Budget Models, Budgets
Education
University of Alabama 1989 — 1991
Master of Arts, Banking & Finance
Saint Bonaventure University 1982 — 1986
Bachelor of Business Administration, double major Accounting and Finance
Canandaigua National Bank & Trust October 2014 - Present
LHH JSWT November 2009 - October 2014
Raymour & Flanigan August 2010 - March 2012
SimpleGrinnell April 2008 - November 2009
State University October 2003 - April 2008
SUNY Brockport College January 1995 - January 2008
Sunoco Inc March 2002 - October 2003
RELEVENT EXPERIENCE:ABB September 1999 - March 2003
Kenron Industrial January 2001 - January 2001
Corning Inc January 2000 - January 2001
Skills
Project Management, Customer Service, Process Improvement, PowerPoint, Microsoft Office, Contract Negotiation, SAP, Outlook, Sales Management, Microsoft Word, Business Analysis, Purchasing, Team Building, Business Development, Event Planning, Social Media, Sales, Product Development, Training, Marketing, Engineering, Leadership Development, Process Scheduler, Account Management, Public Speaking, Business Planning, Event Management, Budgets, Salesforce.com, Contract Management, Cross-functional Team..., Quality Assurance, Analysis, Marketing Strategy, Continuous Improvement, Employee Relations, Visio, CRM, Security, Teamwork, Management, Team Leadership, Change Management, B2B, Troubleshooting, Inventory Management, Operations Management, Negotiation, New Business Development, Windows
Education
Nazareth College 1997 — 2000
MS, Business Management
Nazareth College 1997 — 2000
MS, Management
SUNY Empire State College, Rochester New York
BS, Manufacturing Technology
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
Cornerstone Eye Associates August 2012 - Present
Bryant & Stratton College May 2014 - December 2014
Robert Half International November 2011 - June 2012
Wegmans Food Markets January 2011 - November 2011
CANANDAIGUA NATIONAL BANK & TRUST January 2009 - January 2010
Crime 360 2009 - 2009
Jay Advertising January 2008 - July 2008
Jay Advertising January 2007 - January 2008
Jay Advertising September 2006 - January 2007
Atlantic Records June 2005 - August 2005
Skills
PowerPoint, Word, Editing, Broadcast, Video Production, Excel, Corporate Communications, Sales Recruitment, Temporary Staffing, Marketing, Microsoft Excel, Microsoft Word, Advertising, Recruiting, Photoshop, Time Management, Customer Service, Outlook, CRM, Management, Training, Public Speaking, Social Networking, Social Media Marketing, Facebook, Event Planning, Human Resources, Data Entry, Interviews, Teamwork, Social Media, Employee Relations, Marketing Communications
Education
State University of New York College at Brockport 2010 — 2011
Masters, Communication (Organizational, Interpersonal Communication and Rhetorical theory)
Ashland University 2002 — 2006
BA, Communications
Eastridge HS 1998 — 2002
Canandaigua National Bank & Trust February 2014 - Present
Estate Planning Council of Rochester, New York June 2013 - Present
Foodlink August 2013 - Present
Boylan Code LLP November 2010 - February 2014
Rochester Rehabilitation Center 2000 - September 2013
Harter Secrest & Emery LLP August 2006 - November 2010
Rochester Rehabilitation Center 2000 - 2010
Monroe Community College Foundation 2004 - 2009
JPMorgan Chase June 2005 - August 2006
Boylan, Brown, Code, Vigdor & Wilson, LLP September 2001 - June 2005
Skills
Estate Planning, Litigation, Real Estate, LLC, Trusts, Wills, Estate Law, High Net Worth..., Tax, Arbitration, Elder Law, Commercial Litigation, Charities, Legal Writing, Financial Planners, Estate Tax Planning, Alternative Dispute..., Mediation, Legal Research, Corporate Law, Civil Litigation, Tax Law, Appeals, Bankruptcy, Estate Administration, Powers of Attorney, Courts, Legal Assistance, Succession Planning, Personal Injury, Family Law, Wealth, Corporate Governance, Intellectual Property, Financial Planning
Education
State University of New York at Buffalo - Law School 1998 — 2001
JD
Brandeis University 1987 — 1991
BA, Literature
Penn Yan Academy 1983 — 1987
High School
Canandaigua National Bank & Trust February 2015 - Present
The Paint Doctors Inc. May 2013 - February 2015
Hoselton Auto Mall March 2014 - September 2014
Market Ministry Inc. August 2013 - May 2014
St. John Fisher College September 2010 - May 2014
Town of Pittsford October 2010 - September 2013
Max International August 2010 - January 2013
Target November 2009 - April 2011
Skills
Community Outreach, Public Speaking, Cpr Certified, Microsoft Office, Social Media, First Aid, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Sports, Team Building, Painting, Sales
Education
Saint John Fisher College 2010 — 2014
Bachelor of Science (BS), Business Management: Concentration in Marketing
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
Whitney & Company Investment Management March 2015 - Present
Canandaigua National Bank & Trust November 2013 - March 2015
Canal Front Capital Management, LLC November 2011 - June 2013
Cobblestone Capital Advisors, LLC June 1999 - October 2011
Skills
Investment Strategies, Hedge Funds, Valuation, Derivatives, Financial Modeling, Financial Analysis, Wealth Management, Equity Research, Entrepreneurship, Fixed Income, Portfolio Management, Investments, Equities
Education
University of Rochester - Simon Business School 2005 — 2008
MBA, Concentrations in Finance, Competitive Strategy, Entrepreneurship
University of Kentucky 1994 — 1999
BBA, Major in Finance
Pittsford Mendon High School
Canandaigua National Bank & Trust February 2013 - Present
First Niagara Bank May 2010 - August 2012
J.P. Morgan April 2007 - April 2009
KeyBank April 1995 - April 2007
Vector Research, Inc. June 1992 - June 1995
Skills
Strategic Financial..., Investment Advisory, Commercial Lending, Commercial Mortgages, Private Banking, Bank Relationship..., Cash Management, Banking, Portfolio Management, Loans, Wealth Management, Financial Analysis, Mergers & Acquisitions, Mortgage Lending, Finance, Investments, Insurance, Commercial Banking, Estate Planning, Mutual Funds
Education
St. John Fisher College 2012 — 2013
Center for Community Engagement, Board Leadership Training
Certified Financial Planner Board of Standards, Inc. 2000 — 2003
Certified Financial Planner Designation, Financial Planning, Taxes, Investments, Insurance, & Trust
Miami University, Oxford Ohio 1989 — 1990
Ohio Bankers Association, Advanced School of Commercial Credit
State University of New York at Buffalo 1979 — 1983
Bachelor of Science, Business Management
Canandaigua National Bank & Trust February 2005 - Present
Canandaigua National Bank & Trust September 2003 - February 2005
Rochester City School District September 2000 - November 2001
Skills
Market Research, Microsoft Excel, PowerPoint, Copywriting, Strategic Thinking, Training, Report Writing, Marketing Communications, Public Speaking, Marketing, Microsoft Office, Marketing Strategy, Outlook, Time Management, Banking, Data Analysis, CRM, Microsoft Word, Financial Analysis, Finance, Analysis, Management, Strategic Planning, Advertising, Customer Service, Financial Services, Event Management, Customer Satisfaction, Process Improvement, Account Management, Leadership, Business Development, Sales, Teamwork, Budgets, Marketing Management, Project Management, Direct Marketing, Team Leadership, Segmentation, Brand Development, Research, Customer Retention
Education
ABA School of Bank Marketing & Management 2009 — 2011
State University of New York College at Brockport 2003 — 2005
Bachelors, Business/Marketing
Nazareth College 1999 — 2000
Masters, Literacy Education
State University of New York College at Fredonia 1995 — 1999
Bachelors, Education/Math
Victor Central High School 1991 — 1995
Manning & Napier March 2015 - Present
Canandaigua National Bank & Trust February 2013 - March 2015
ESL Federal Credit Union May 2012 - September 2012
Skills
Microsoft Office, Excel, Microsoft Works, Access, Outlook, Data Entry, Administrative..., PowerPoint, Facebook, Microsoft Word, Research, Teamwork, Data Analysis, Social Networking, Core Banking, Time Management, Banking, Cash Management, Economics, Customer Service, Microsoft Excel
Education
St. John Fisher College 2009 — 2012
B.A, Economics, 3.0
Nazareth College of Rochester 2008 — 2009
Economics and Business, 3.0
McQuaid Jesuit Highschool 2004 — 2008
Canandaigua National Bank & Trust May 2013 - October 2014
Wegmans Food Markets October 2010 - August 2011
JPMorgan Chase March 2003 - November 2005
JPMorgan Chase March 2002 - February 2003
Sai Mangala Enterprises July 1995 - November 1997
Skills
Employee Relations, Accounting, Customer Service, Team Leadership, PowerPoint, Performance Management, Microsoft Excel, Microsoft Office, Teamwork, Marketing, Recruiting
Education
Rochester Institute of Technology 2007 — 2010
MBA
Canandaigua National Bank & Trust 2015 - Present
Garber Automotive Group June 2013 - August 2015
Education
University of Florida 2005 — 2008
Bachelor of Science (B.S.), Anthropology
Dixon Schwabl Advertising March 2015 - Present
Dixon Schwabl Advertising June 2014 - February 2015
Dixon Schwabl Advertising July 2013 - June 2014
Canandaigua National Bank & Trust June 2012 - June 2013
Camp Good Days & Special Times April 2010 - August 2012
Dixon Schwabl September 2011 - December 2011
Martino Flynn May 2011 - August 2011
St. John Fisher College January 2009 - November 2010
St. John Fisher College May 2009 - May 2010
New York Wine & Culinary Center September 2007 - May 2010
Skills
Social Media, Facebook, Blogging, Marketing Communications, Advertising, Microsoft Office, Integrated Marketing, Public Relations, Podcasting, Customer Service, Marketing, Marketing Strategy, Leadership, Digital Marketing, Photoshop, Digital Media, New Media Marketing, Web Design, Video Editing, Corporate Website..., Ektron Content..., Basketball Coaching, Google Analytics, Information Technology
Education
Saint John Fisher College 2008 — 2012
Bachelor of Science, Business Management (Marketing)
Hofstra University 2008 — 2008
Canandaigua Academy 2004 — 2008
Advanced Regents Diploma
Lyons National Bank December 2014 - Present
Doterra Essential Oils June 2014 - Present
Alex and Ani September 2014 - December 2014
Van Bortel Subaru February 2014 - September 2014
Canandaigua National Bank & Trust July 2011 - February 2014
Canandaigua National Bank & Trust July 2011 - February 2014
Rhinblick April 2009 - December 2010
Macedon Veterinary Clinic June 2010 - August 2010
Wendy’s Restaurant November 2007 - July 2009
Thendara Restaurant March 2006 - October 2006
Skills
Teller Operations, Banking, Financial Services, Training, Consumer Lending, Time Management, Microsoft Office, Friendly Demeanor, Positive Energy, Computer-savvy, Customer Service, Sales, Direct Sales, Outlook
Education
State University of New York at Delhi 2008 — 2011
Associates, Veterinary Science
Finger Lakes Technical & Career Center 2006 — 2008
Animal Science
Marcus Whitman Jr./Sr. High School 2004 — 2008
Canandaigua National Bank & Trust July 2014 - Present
Mohawk Global Logistics June 2013 - August 2013
Charley's Grilled Subs July 2010 - January 2013
American German Business Club Berlin e.V. October 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Access, Time Management, Inventory Management, Business Development, Teaching
Education
Nazareth College of Rochester 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
EOS CCA June 2015 - Present
Arg Trucking Corp September 2014 - February 2015
Verizon Wireless September 2010 - September 2014
Sutherland Global Services 2009 - 2010
Burger King Corporation 2004 - 2009
Canandaigua National Bank & Trust 2008 - 2008
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, adobe photo shop and..., Citrix, Cisco VPN, RSA Soft Token ID, WebEx, HTML, Web Design, Multi-line Phone, IP Phone Proficient..., Customer Retention, Customer Satisfaction, Customer Support, Leadership, Technical Support, Call Centers, Customer Experience, Management, Outlook, Process Improvement, Sales, Team Leadership, Teamwork, Training
Education
Strayer University 2012 — 2013
High School, Liberal Arts and Sciences/Liberal Studies, 4.0
Fayetteville Technical Community College 2011 — 2011
A+Certifcation, Information Technology, 4.0
Finger Lakes Community College 2006 — 2008
High School, Liberal Arts and Sciences/Liberal Studies, 4.0
Canandaigua Academy 2004 — 2006
High School, Liberal Arts and Sciences/Liberal Studies, 4.0
Cabela's August 2015 - Present
Paychex January 2015 - August 2015
Paychex June 2014 - January 2015
Canandaigua National Bank & Trust March 2014 - June 2014
Canandaigua National Bank & Trust September 2013 - March 2014
Canandaigua National Bank & Trust May 2011 - August 2012
Skills
Customer Service, Microsoft Excel, Teamwork, Microsoft Office, SEO, Keyword Research, Marketing
Education
University at Buffalo 2009 — 2013
Bachelor of Arts (B.A.), Economics
Canandaigua National Bank & Trust May 2013 - Present
JPMorgan Chase June 2001 - December 2012
JPMorgan Chase 1993 - 2012
Skills
Credit, Underwriting, Credit Analysis, Loans, Commercial Lending, Financial Statement..., Banking, Financial Modeling, Small Business Lending, Mortgage Underwriting, Credit Risk, Mortgage Banking, Mortgage Lending, Portfolio Management, Loan Origination, Financial & Operational..., Construction Loans, Commercial Banking, Real Estate Economics, Risk Management, Due Diligence, Lines Of Credit, Syndications, Financial Risk, Risk Analysis, Asset Based Lending, Financial Structuring, Analysis, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2005
MBA, Accounting & Finance
Roberts Wesleyan College 1989 — 2003
Bachelors of Science, Business Administration
Booster Enterprises August 2015 - Present
Canandaigua National Bank & Trust May 2014 - August 2015
University of Mary Washington June 2015 - July 2015
James Madison University February 2015 - May 2015
James Madison University January 2015 - May 2015
James Madison University August 2011 - May 2015
Hallmark Cards June 2012 - January 2014
Wegmans Food Markets July 2009 - October 2010
Skills
Microsoft Office, Leadership, Microsoft Word, Social Media, Microsoft Excel, Customer Service, PowerPoint, Event Planning, Teamwork, Public Speaking, Time Management
Education
James Madison University 2011 — 2015
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
Canandaigua Academy 2007 — 2011
Canandaigua National Bank & Trust January 2015 - Present
Canandaigua National Bank & Trust August 2013 - Present
Canandaigua National Bank & Trust January 2011 - August 2013
Canandaigua National Bank & Trust December 2009 - January 2011
Canandaigua National Bank & Trust October 2008 - December 2009
Canandaigua National Bank & Trust February 2008 - October 2008
Canandaigua National Bank & Trust June 2007 - February 2008
Canandaigua National Bank & Trust November 2006 - June 2007
Skills
Banking, Strategic Financial..., Financial Analysis, Finance, Loans, Microsoft Excel, Small Business Lending, Financial Services, Sales, Team Building, Management, Commercial Banking, Consumer Lending, Customer Service, Selling, Cash Management, Program Management, Mortgage Lending, CRM, Time Management, Financial Planning
Education
Finger Lakes Community College 2005 — 2006
Graphic Arts
Canandaigua Academy 2001 — 2005
Regents Diploma
Canandaigua National Bank & Trust May 2011 - Present
Canandaigua National Bank & Trust May 2011 - Present
Skills
Retail Banking, Banking, Small Business Lending, Consumer Lending, Mortgage Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Financial Services, Loans, Branch Management, Refinance, Credit, Home Equity Lines of..., Loan Origination, Customer Service, Strategic Planning, Leadership, Public Speaking
Education
St. John Fisher College
Bachelor’s Degree
Canandaigua National Bank & Trust December 1989 - Present
Canandaigua National Bank & Trust 1989 - December 2011
Skills
Marketing Communications, Banking, Strategic Planning, Marketing, Marketing Strategy, Product Development, Business Process..., Market Research, Project Management, Promotions, Brand Development, Brand Management, Account Management, Advertising, Public Relations, Finance, Sales, Social Media, Leadership, Marketing Management, Event Planning, Customer Service, Social Media Marketing, Team Building, Management, CRM
Education
Saint John Fisher College 1995 — 1998
MBA, Concentration in Market Research
St. John Fisher College 1985 — 1989
B.A., Economics and B.A. Communications
Canandaigua Academy
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
Canandaigua National Bank & Trust October 2012 - Present
Skills
Banking, Financial Services, Retail Banking, Consumer Lending, Loans, Mutual Funds, Mortgage Lending, Commercial Lending, Retirement Planning, Investments, Credit, Commercial Banking, Finance, Small Business Lending, Wealth Management, Strategic Financial..., Financial Analysis, Portfolio Management, Series 7, Loan Origination, Mortgage Banking, Cash Management, Refinance
Education
Niagara University 2008 — 2012
Bachelor of Arts (BA), Biology
Canandaigua National Bank & Trust September 2014 - Present
Canandaigua National Bank & Trust March 2015 - May 2015
Canandaigua National Bank & Trust January 2014 - August 2014
Greenfield Savings Bank May 2008 - November 2013
St. Lawrence University August 2011 - May 2013
Epsilon Kappa Chapter of Chi Omega Fraternity December 2011 - December 2012
St. Lawrence University August 2012 - September 2012
Skills
Microsoft Office, Photoshop, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook, Customer Service, Research, Social Media, Illustrator, Windows, Teamwork, InDesign, English, Public Speaking, Mac, Telephone Skills, Community Service, Critical Thinking, Social Networking, Team Building, Outlook
Education
Saint Lawrence University 2009 — 2013
Bachelor of Arts (B.A.), Environmental Studies
Stoneleigh Burnham School 2005 — 2009
High School Diploma
Canandaigua National Bank & Trust October 1998 - December 2014
Canandaigua National Bank & Trust January 1996 - September 1998
Tompkins Financial Corporation January 1991 - November 1995
Skills
Banking, Commercial Banking, Loans, Strategic Financial..., Financial Analysis, Financial Services, Customer Service, Small Business Lending, Credit, Consumer Lending, Cash Management, Risk Management, Mortgage Lending, Finance, Strategic Planning, Financial Planning
Education
State University of New York College at Oneonta
Bachelor of Science, Major: Liberal Arts; Minors: Educational Psychology and Anthropology
Mapco Auto Parks, Ltd July 2012 - Present
Canandaigua National Bank & Trust June 2010 - August 2012
Canandaigua National Bank & Trust January 2011 - December 2011
Skills
Microsoft Publisher, PowerPoint, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Outlook Express, Scribus, Marketing Research, PagePlus, GoToMeeting, GoToAssist, GoToMyPC, Dropbox
Education
State University of New York College at Oswego 2008 — 2010
Bachelor of Science (BS), Marketing
Monroe Community College 2006 — 2008
Associate's degree, Business Administration and Management, General
Fillings on 5 & Twenty May 2015 - Present
Canandaigua National Bank & Trust January 2014 - March 2015
Transitional Services, Inc. July 2010 - May 2011
Community Missions of Niagara Frontier May 2009 - April 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Inventory Management, Customer Service, Microsoft Word, Teamwork, Banking, Communication
Education
Medaille College 2006 — 2008
Master of Arts (M.A.), Mental Health Counseling/Counselor
State University of New York College at Buffalo 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Canandaigua National Bank & Trust October 2014 - Present
Goodwill May 2013 - October 2014
Campus Auxiliary Services August 2012 - May 2013
Top Shelf Pizza June 2008 - August 2012
Skills
Cashiering, Customer Service, Time Management, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Data Entry, Teamwork, Retail, Cash Handling Experience
Education
State University of New York College at Geneseo 2010 — 2014
Bachelor's Degree, Mathematics
Canandaigua National Bank & Trust 2007 - Present
ABA 2000 - 2014
Canandaigua National Bank & Trust 2005 - 2007
Canandaigua National Bank & Trust 2002 - 2005
Skills
Fraud, Banking, Financial Risk, Financial Services, AML, Debit Cards, Identity Theft, Retail Banking, Risk Management, USA PATRIOT Act, Customer Service, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Analysis, Microsoft Word, Access, Data Analysis, Time Management, Bank Secrecy Act, Check Fraud, Physical Security, Analytics, Teamwork, Fraud Detection, Operational Risk, Anti-fraud, OFAC, Internet Banking, Cash Management, Self-starter, Highly responsible, Typing, Organized Multi-tasker, Organized self-starter, Financial Crimes..., OSI, OnBase, EFunds, Verafin, debit card breach, Employee Training, Project Management, Surveillance, Notary Public, KYC, Close Attention to..., Certified Fraud Examiner
Education
Association of Certified Fraud Examiners 2013 — 2014
Certified Fraud Examiner, Fraud Examiner
Center for Financial Services 2009 — 2010
Financial Services, Banking and Financial Support Services
Independent Community Bankers of America 2007 — 2007
Bank Secrecy Act/Anti Money Laundering
Finger Lakes Community College 1998 — 2004
Associate's degree, Accounting
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
Windstream Communications September 2013 - Present
Steller Sound and Lighting LLC January 2011 - Present
Canandaigua National Bank & Trust November 2012 - September 2013
Panzari's Italian Bistro September 2011 - December 2012
Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, PowerPoint, Leadership, Event Planning, Social Networking, Sales, Public Speaking, Audio Engineering, Telecommunications, Networking
Education
State University of New York College at Oswego 2006 — 2010
Bachelor's degree, History
State University of New York College at Oswego 2006 — 2010
Bachelor's degree, History
Canandaigua National Bank & Trust June 2015 - Present
Canandaigua National Bank & Trust October 2012 - June 2015
Skills
Loans, Retail Banking, Commercial Lending, Commercial Banking, Mortgage Lending, Credit, Mortgage Banking, Cash Management, Finance, Refinance, Portfolio Management, Financial Analysis, Wealth Management, Financial Risk, Investments, Risk Management, Management, Customer Service, Team Leadership
Education
Sofia University St. Kliment Ohridski 1994 — 2000
Master of Law (LL.M.), Law
National Aprilov High School, Gabrovo, Bulgaria 1990 — 1994
Canandaigua National Bank & Trust May 2014 - Present
Charles Schwab July 2007 - April 2014
Mass Mutual June 2006 - June 2007
RBC Dain Rauscher July 2005 - May 2006
Trinity Montessori School September 1998 - June 2005
Holcomb Wash and Dry January 1990 - January 1999
Skills
Finance, Investments, Series 7, Financial Services, Retirement, Retirement Planning, Leadership, Asset Allocation, Estate Planning, Series 63, Management, Banking, Marketing, Strategic Planning, Sales, Customer Service, Business Development, Mutual Funds, Financial Analysis, Portfolio Management, Public Speaking, Team Building
Education
Endicott College 2000 — 2002
Master of Education (M.Ed.)
Niagara University 1981 — 1985
American School in London
Canandaigua National Bank & Trust January 2013 - Present
Canandaigua National Bank & Trust June 2012 - December 2012
HR Works, Inc. September 2008 - August 2012
LaBella Associates, P.C. July 2004 - August 2008
Howe and Rusling, Inc. September 1998 - July 2004
Skills
Employee Relations, Employee Benefits, Performance Management, Human Resources, HR Policies, Management, Benefits Administration, Onboarding, Talent Acquisition, HRIS
Education
Rochester Institute of Technology 2002 — 2004
MS, Human Resource Development
State University of New York College at Geneseo 1990 — 1994
BA, Psychology
Canandaigua National Bank & Trust May 2014 - Present
High Falls Advisors, Inc. October 2011 - May 2014
WXXI Public Broadcasting Council 2000 - 2013
360 365 Film Festival June 2009 - July 2011
Eastman Kodak January 1999 - May 2009
Skills
Finance, Strategic Planning, Negotiation, Fundraising, Cross-functional Team..., Mergers, Financial Analysis, Process Improvement, Budgets, Strategic Financial..., Forecasting, New Business Development, Business Planning, Competitive Analysis, Business Strategy, Leadership, Marketing Strategy, Team Building, Strategy
Education
The George Washington University - School of Business 1977 — 1980
M.B.A.
Syracuse University - Martin J. Whitman School of Management 1970 — 1974
B.S., Finance
Canandaigua National Bank & Trust September 2013 - Present
Lowe's Companies, Inc. May 2012 - July 2014
Paychex February 2006 - December 2010
Education
State University of New York at Buffalo - School of Management 2001 — 2004
B.S. Business Administration, Concentrations: Marketing, Finance, Management Information Systems and International Business
University at Buffalo 2001 — 2004
B.S. Business Administration, Concentrations: Marketing, Finance, Management Information Systems and International Business
Finger Lakes Community College 1999 — 2001
A.S. Business Administration
Home September 2012 - Present
Canandaigua National Bank & Trust October 2005 - April 2012
State of New York - OMRDD November 1972 - December 2003
New York State Office of Mental Retardation/Developmental Disabilities November 1972 - December 2003
Skills
Coaching, Leadership, Team Building, Strategic Planning, Change Management, Account Management, New Business Development, Sales Management, Customer Service, Small Business Lending, Call Center, Project Management, Business Strategy, Sales Operations, Process Improvement, Vendor Management, Executive Management, Customer Retention, Banking, Business Development, Organizational...
Education
State University of New York College at Brockport 1984 — 1986
MPA, Administration
State University of New York at Buffalo 1969 — 1972
M.S., Counseling
Canandaigua National Bank & Trust February 1998 - Present
Rochester Community Savings Bank February 1988 - February 1996
Skills
Strategic Financial..., Investments, Retirement Planning, Strategic Planning, Estate Planning, Banking, Financial Analysis
Education
State University of New York College at Potsdam 1982 — 1986
BA, Mathematics
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
Canandaigua National Bank & Trust July 2014 - Present
Canandaigua National Bank & Trust March 2014 - Present
First Niagara Bank September 2009 - March 2014
National City Bank January 2005 - December 2010
Skills
Small Business Lending, Consumer Lending, Loans, Banking, Credit, Retail Banking, Credit Analysis, Cross Selling, Commercial Mortgages, Branch Management, Coaching, Lines Of Credit, Loan Origination, Commercial Banking, Mortgage Lending, Mortgage Banking, Deposits, Residential Mortgages
Education
State University of New York College at Brockport 2002 — 2004
B.S., Business Administration-Finance
West Irondequoit
West Irondequoit
First Niagara Bank April 2009 - Present
Canandaigua National Bank & Trust 2014 - 2015
Bank of America April 2007 - February 2009
bank of america 2007 - 2009
Education
Daemen College 1976 — 1981
Bachelor of Science, Business Management
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 & Trust April 2012 - Present
freelance consulting July 2010 - Present
vFinance May 2006 - July 2010
Sterling Financial Investment Group 2003 - 2005
U.S. Securities & Exchange Commission September 2002 - January 2003
Valhalla Partners/GlobalNet Securities May 1998 - June 2000
Skills
Securities, Series 7, Equities, Due Diligence, Investments, Series 24, Securities Regulation, Fixed Income, Capital Markets, Series 63, Investment Banking, Financial Services, Risk Management, Executive Management, Legal Compliance, Investment Advisory, Corporate Governance, Mutual Funds, Hedge Funds, AML, Alternative Investments, Private Equity, Portfolio Management, Wealth Management, Finance, Bloomberg, Bonds, Strategic Financial..., FINRA, Trading, Asset Management, Asset Allocation, Derivatives, Financial Markets, Investor Relations, Investment Management, Options, Banking, Structured Products
Education
Cannon Financial Institute 2013 — 2015
Certified Fiduciary Investment Risk Specialist, Trust Administration, Compliance and Risk Management
Nova Southeastern University—Shepard Broad Law Center 2001 — 2004
JD
City University of New York-Hunter College 1997 — 1999
BA, English
Canandaigua National Bank & Trust 2015 - 2015
Canandaigua National Bank & Trust 2015 - 2015
New York State Department of Labor August 2012 - March 2013
The Salvation Army October 2010 - March 2011
Finger Lakes Workforce Investment Board May 2009 - June 2010
Southco August 2004 - February 2009
Our Lady of Perpetual Help HS, Brooklyn NY September 1996 - June 1999
Skills
Career Counseling, Career Development, Continuous Improvement, Teaching, Personal Development, Resume Writing, Employee Training, Job Coaching, Quality Assurance, Personal Training, Lean Manufacturing, Manufacturing, Training, Leadership, Training & Development, Process Development, Workflow, Resource Efficiency, Team Motivator, Coaching, Job Search Strategies, Interview Preparation, Leadership Development, Career Assessment, Public Speaking, Community Outreach, Customer Relations
Education
Saint John's University 1996 — 1997
Graduate coursework in secondary education.
Saint Saviour High School, Brooklyn NY
State University of New York College at Brockport
BS, Theatre, English
My Home February 2013 - Present
NAVY EXCHANGE SERVICE COMMAND (NEXCOM) August 2012 - January 2013
Wegmans Food Markets April 2010 - April 2011
Elmira Savings Bank September 2009 - August 2010
Canandaigua National Bank & Trust September 2007 - September 2009
MCCS August 2006 - August 2007
MCCS April 2004 - August 2006
Skills
Pharmacy, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Banking, Retail, Customer Satisfaction, Leadership, Time Management
Education
MiraCosta College 2005 — 2007
Earned credits to transfer to a 4 year college, Business Administration, Management and Operations
California State University-San Bernardino 2004 — 2005
Bachelor of Business Administration (B.B.A.), International Relations and Affairs, One semester
Simcona Electronics June 2015 - Present
Simcona Electronics March 2013 - June 2015
Simcona Electronics September 2011 - March 2013
Canandaigua National Bank & Trust March 2010 - September 2011
Scopia Fund Management LLC November 2009 - February 2010
Skills
Retirement Planning, Banking, Marketing Operations, Marketing Communications, Budget Estimating, Marketing Event Planning, Planning & Execution of..., Hiring Personnel, Sales, Event Planning, Strategic Planning, Public Speaking, Microsoft Excel, Social Media, Customer Service, Microsoft Office, Product Marketing, Business Development, Research, Marketing, Account Management, PowerPoint, Management, Sales Management
Education
Bucknell University 2005 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs
Bloomers Floral & Gift 1997 - Present
Canandaigua National Bank & Trust August 1988 - August 1997
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Parties, Flowers, Event Management, Advertising, Event Planning, Graphic Design, Floral Design, Online Marketing, Photography, Bouquets, Newsletters, Social Media Marketing, Customer Service, Management, Weddings
Education
Finger Lakes Community College
Finger Lakes Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
The North Face November 2012 - Present
Finger Lakes Community College September 2012 - May 2014
Canandaigua National Bank & Trust July 2013 - September 2013
New York Wine & Culinary Center September 2011 - August 2012
Icon Salon & Spa April 2008 - May 2010
C.C. and Company Salon & Spa June 2007 - March 2008
Euphoria Salon and Day Spa September 2006 - March 2007
Skills
71 WPM,, Customer Service, Hospitality, Front Office, Hospitality Industry, Event Planning, Sales, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Retail, Marketing, Social Media, Facebook, Social Networking, Public Speaking
Education
Finger Lakes Community College 2012 — 2013
In progress, Marketing, Graphic Design
Monroe Community College 2006 — 2008
Bloomfield Central School 2002 — 2005
Diploma, Business
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
Canandaigua National Bank & Trust July 2012 - Present
Applebee's July 2007 - August 2012
Education
Keuka College 2009 — 2011
Bachelor's degree, Organizational Management
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 & 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
Misfit Wearables June 2014 - Present
Sunrise Labs, Inc. July 2013 - September 2013
Roomio TV February 2013 - September 2013
New York Wine and Culinary Center June 2011 - September 2011
Canandaigua National Bank & Trust June 2011 - August 2011
Skills
Adobe Creative Suite, Interaction Design, User Interface Design, HTML, Microsoft Office, Cinema 4D, Motion Graphics, CSS3, JavaScript, Processing, Physical Computing
Education
Rochester Institute of Technology 2010 — 2014
Bachelor of Fine Arts (BFA), New Media Design
Hobart and William Smith Colleges Assistant RegistrarHobart and William Smith CollegesJune 2013 - Present
Hobart and William Smith Colleges February 2007 - Present
Creative Cakes and Desserts September 1999 - Present
Ralph DeFelice D.D.S., P.C. March 1990 - August 1995
Canandaigua National Bank & Trust 1990 - 1991
Fay's Drug Co, Inc. May 1985 - February 1990
Skills
Fundraising, Microsoft Office, Raiser's Edge, PeopleSoft, People-oriented, Operations Management, Banking, Wedding Cakes, Grants, Cash Register, Appointment Scheduling, Hands-on Training, Instructor-led Training, Hiring Employees, Data Analysis, Databases, Coordinating Events, Non-profits, Nonprofits, Editing, Grant Writing, Marketing, Event Planning, Teamwork, Program Development
Education
Keuka College 2008 — 2010
BA, Management
Finger Lakes Community College 1987 — 1989
A.A.S., Management
First Niagara Bank November 2007 - Present
Canandaigua National Bank & Trust April 2006 - October 2007
KeyBank 1997 - 2006
Skills
Financial Analysis, Underwriting, Financial Reporting, Covenant Compliance, Portfolio Assessment
Education
Rochester Institute of Technology
Master of Business Administration (MBA)
St. Lawrence University
Bachelor of Arts (B.A.)
McQuaid Jesuit High School
Triad Network Technologies, Inc. August 2007 - Present
Canandaigua National Bank & Trust 2001 - August 2007
Skills
Data Center, Telecommunications, New Business Development, Process Engineering, Structured Cabling, IT Service Management, ITIL, Service Delivery, Active Directory, Technical Support, Windows Server, Service Management, Incident Management, Windows 7, Servers, Windows XP, VMware, Troubleshooting, Microsoft Exchange, Virtualization
Education
Finger Lakes Community College
Commercial and Advertising Art
Oak Ridge Orlando Fla
Municipal Solutions, Inc. July 2003 - Present
Wal-Mart April 1992 - July 2003
Canandaigua National Bank & Trust 1988 - 1990
Skills
Customer Service, Microsoft Excel, Microsoft Word, Payroll, Accounts Receivable, Administration, Microsoft Office, Banking, Project Management, PowerPoint, Grant Writing, Grant Administration, Capital Projects, Bookkeeping, MWBE
Education
Finger Lakes Community College 1999 — 2003
Associate's degree, Administrative Assistant and Secretarial Science, General
Finger Lakes Community College 1999 — 2003
Associate's degree, Accounting
Canandaigua National Bank & Trust 1999 - 2011
Skills
Finance, Financial Services, Investments, Financial Analysis, Portfolio Management, Financial Planning, Credit, Customer Service, Wealth Management, Banking
Education
Monroe Community College 1982 — 1984
Food Service, Restaurant, Culinary, and Catering Management/Manager, 3.96
Canandaigua National Bank & Trust September 2011 - Present
Education
Alfred State College - SUNY College of Technology 1972 — 1974
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General
Canandaigua National Bank & Trust April 2009 - Present
Education
Finger Lakes Community College 1989 — 1990
Canandaigua Academy 1984 — 1988
Canandaigua National Bank & Trust August 2014 - Present
University of Rochester Medical Center April 2014 - July 2014
Skills
Customer Service, Data Entry, Human Resources, Time Management, Microsoft Excel, Outlook, Leadership, Customer Retention
Education
State University of New York College at Brockport 2007 — 2011
Bachelor of Science (BS), Health Professions and Related Clinical Sciences, Other
Sutherland Global Services March 2015 - Present
Randstad Technologies US December 2014 - March 2015
Canandaigua National Bank & Trust March 2014 - May 2014
IV4, Inc. October 2013 - February 2014
Customer Engineering Services October 2008 - April 2013
Eastman Kodak Company March 2000 - May 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Troubleshooting, Strategic Planning, Software Documentation, Hardware, Process Improvement, Information Technology
Education
Andrews University 1995 — 1998
Bachelor's Degree, Photography
Fairport High School 1991 — 1994
High School
Canandaigua National Bank & Trust September 2014 - Present
Canandaigua National Bank & Trust November 2013 - September 2014
University of Rochester Medical Center September 2008 - November 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Medical Billing, OSI Model, Customer Service, Referrals, Customer Satisfaction, time management, Account Management, Data Entry, Payment Systems, Overdrafts, Sales, Medical Information...
Education
Medaille College 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Finger Lakes Community College 2003 — 2005
Associate's degree, Business Administration and Management, General
OutServ, Inc. July 2012 - Present
Eastman Kodak March 1997 - July 2012
Canandaigua National Bank & Trust June 1986 - March 1997
Education
Capella University
Master of Science (M.S.), Management Information Systems, General
Rochester Institute of Technology
Bachelor of Science (B.S.), Information Technology
Canandaigua National Bank & Trust January 2011 - Present
Croucher, Jones and Johns 2008 - 2010
Education
Albany Law School of Union University 1997 — 2000
J.D.
Canandaigua National Bank & Trust June 2014 - Present
Canandaigua National Bank & Trust December 2002 - May 2014
Canandaigua National Bank & Trust April 2001 - December 2002
Skills
AML, CTRS, Teller Operations, Fitness Instruction, Fitness, Financial Analysis, Banking, Financial Services, Finance, Credit
Education
Finger Lakes Community College 1999 — 2001
Associates in Applied Science, Accounting
Finger Lakes Community College 1997 — 1999
Associate's degree, Communication and Media Studies
Canandaigua Academy 1994 — 1997