Kurt E Rosen

Cnb Wealth Management

Since 2018, Kurt E Rosen has been working in Canandaigua National Bank & Trust located 2695, 2695. This person is an experienced Cnb Wealth Management - Senior Vice President, Wealth Business Manager with over 21 years of work experience. According to Kurt's resume and work profile, this expert has worked at more than four places with diverse backgrounds and got various skills. Kurt attended school at the St. John Fisher College from 2006 to 2006. Kurt E Rosen can be found in Irvington on Hudson, New York – where this expert currently lives. You can search for Kurt E Rosen's phone and email. We can also provide you with additional contact information upon request.
Name variants:
Curt Rosen
Last updated Jun 01, 2024

Contact Information

Last Update
Jul 9, 2022
Email
ku**@yahoo.com, kr**@geneseevalleytrust.com, ku**@aol.com
Location
Irvington on Hudson, NY

Workplace

Canandaigua National Bank & Trust
Cnb Wealth Management - Senior Vice President, Wealth Business Manager

Canandaigua, NY

Industry

Financial Services, National Commercial Bank, Commercial Bank, National Commercial Bank Commercial Bank

Work History

Cnb Wealth Management - Senior Vice President, Wealth Business Manager

72 south Main St, Canandaigua, NY 14424
Genesee Valley Trust Company (GVT) and Canandaigua National Bank & Trust (CNB) have worked together for many years. Effective March 1, 2018 GVT and CNB Wealth Strategies Group have joined to...
from Mar 2018

Senior Vice President and Chief Operating Officer

1221 Pittsford Victor Rd, Pittsford, NY 14534
Since 1994, Genesee Valley Trust Company (GVT) has been offering customized investment solutions and the highest level of personal service to individuals and families, businesses, and not-fo...
Jan 1, 2015 — Mar 2018

Operations Manager

1221 Pittsford Victor Rd, Pittsford, NY 14534
Jun 2005 — Dec 2014

Operations Manager

Nov 1996 — May 2005

Education

Occupations

Executive
Senior Vice President
Business Manager
Chief Operating Officer
Philanthrope
Lawyer
Fiduciary
Vice President
Chief Executive
Operations Manager
General and Operations Manager
Non-Profit
Trust Law Attorney
Lawyer

Skills

Banking
Financial Analysis
Wealth Management
Investments
Portfolio Management
Strategic Planning
Series 7
Finance
Customer Service
Process Improvement
Risk Management
Financial Planning
Financial Services
Mutual Funds
Management
Leadership
Trading
Business Process Improvement
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