Jason William Fitzgerald

Corporate Officer/Principal presso The Canandaigua National Bank & Trust Co.

Finance

Consumer Services

Profilo

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.

Posizioni attive di Jason William Fitzgerald

Società	Posizione	Inizio
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)	Gestore di Portafoglio-Azioni	01/01/2000

Tutte le posizioni attive di Jason William Fitzgerald

Formazione di Jason William Fitzgerald

Bowling Green State University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Jason William Fitzgerald

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	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
Financial Planning Association of Upstate New York
The Canandaigua National Bank & Trust Co. (Invt Mgmt)	Finance

Vedi le connessioni aziendali