Jason William Fitzgerald
Corporate Officer/Principal bei The Canandaigua National Bank & Trust Co.
Profil
Mr. Jason W.
Fitzgerald is a Senior Vice President & Senior Wealth Advisor at The Canandaigua National Bank & Trust Co. and a Member at Financial Planning Association of Upstate New York.
Mr. Fitzgerald joined the firm in 2000 and has over 27 years of experience in the financial services industry.
Since 2003, he has served as a wealth advisor, providing clients at any life stage with the holistic advice necessary to make educated and informed investment choices to help them achieve their financial goals.
Furthering his commitment, he earned the designation of Certified Financial Planner in 2006.
Mr. Fitzgerald also serves in a management role as Team Leader for the Investment and Financial Planning team.
Prior to his experience with Canandaigua National Bank, he began his career with JP Morgan Chase in 1991.
Mr. Fitzgerald holds a BA Political Science from the Bowling Green State University.
Aktive Positionen von Jason William Fitzgerald
| Unternehmen | Position | Beginn |
|---|---|---|
The Canandaigua National Bank & Trust Co.
 The Canandaigua National Bank & Trust Co. Investment ManagersFinance The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities. | Corporate Officer/Principal | 01.01.2000 |
| Financial Planning Association of Upstate New York | Corporate Officer/Principal | 03.06.2011 |
| The Canandaigua National Bank & Trust Co. (Invt Mgmt) | Portfolio Manager-Aktien | 01.01.2000 |
Ausbildung von Jason William Fitzgerald
| Bowling Green State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
The Canandaigua National Bank & Trust Co.
The Canandaigua National Bank & Trust Co. Investment ManagersFinance The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities. | Finance |
| The Canandaigua National Bank & Trust Co. (Invt Mgmt) | Finance |
| Financial Planning Association of Upstate New York |
