Account Type***** ****Account Owner****** ********Account Opps/Deals******* ********Closed Won • Feb 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Canandaigua National Bank TrustAssistant Vice President, Wealth AdvisorApr 19 - PresentManning NapierInvestment Consultant/Product Specialist, Client Analytics GroupSep 07- Mar 19
Todd BukovichChief Financial OfficerView Profile, Todd BukovichGilles MessierVP Finance OwnerView Profile, Gilles MessierJonathan R JolleyVP FinanceView Profile, Jonathan R Jolley