Jim Terwilliger Email & Phone Number
Senior Vice President, Senior Planning Advisor, CNB Wealth Management @ Canandaigua National Bank & Trust
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Jim Terwilliger Location
- New York, United States
Jim Terwilliger Work
- 2002 - now Senior Vice President, Senior Planning Advisor, CNB Wealth Management @
Jim Terwilliger Education
- Medaille College
CFP® certification (Financial Planning)
1999 - 2001 - Rensselaer Polytechnic Institute
BChE, MChE, Doctor of Philosophy (PhD) (Chemical Engineering)
1961 - 1969
Jim Terwilliger Skills
- Strategic Financial Planning
- Investments
- Banking
- Asset Allocation
- Portfolio Management
- Investment Advisory
- Wealth Management
- Retirement Planning
- Estate Planning
- Finance
- Series 7
- Financial Planning
- Risk Management
- Financial Services
- Equities
- Asset Management
- Public Speaking
- Management
- Financial Analysis
- Leadership
- Strategic Planning
- Customer Service
- Securities
- Sales
- Project Planning
- Financial Reporting
- Strategic Financial
Jim Terwilliger Summary
- Jim Terwilliger, based in New York, United States, is currently a Senior Vice President, Senior Planning Advisor, CNB Wealth Management at Canandaigua National Bank & Trust. Jim Terwilliger holds a 1999 - 2001 CFP® certification in Financial Planning @ Medaille College. With a robust skill set that includes Strategic Financial Planning, Investments, Banking, Asset Allocation, Portfolio Management and more. Jim Terwilliger has 1 emails and 2 mobile phone numbers on RocketReach.
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