Kurt Rosen Email & Phone Number
CNB Wealth Management - Senior Vice President, Wealth Business Manager
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Kurt Rosen Location
- Fairport, NY, US
Kurt Rosen Work
- CNB Wealth Management - Senior Vice President, Wealth Business Manager @ Canandaigua National Bank & Trust (March 2018 - Present)
- Senior Vice President and Chief Operating Officer @ Genesee Valley Trust Company (January 2015 - March 2018)
- Operations Manager @ Genesee Valley Trust Company (June 2005 - December 2014)
- Operations Manager @ Fleet/Bank of America (November 1996 - May 2005)
Kurt Rosen Education
- St. John Fisher University
MBA
1993-1996 - Rochester Institute of Technology
BS (Finance)
1989-1993
Kurt Rosen Skills
- Banking
- Business Process Improvement
- Customer Service
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Investments
- Leadership
- Management
- Mutual Funds
- Portfolio Management
- Process Improvement
- Risk Management
- Series 7
- Strategic Planning
- Trading
- Wealth Management
- Business Strategy
- Project Management
Kurt Rosen Summary
- Kurt Rosen, based in Fairport, NY, US, is currently a CNB Wealth Management - Senior Vice President, Wealth Business Manager at Canandaigua National Bank & Trust. Kurt Rosen brings experience from previous roles at Genesee Valley Trust Company and Fleet/Bank of America. Kurt Rosen holds a 1993 - 1996 MBA @ St. John Fisher University. With a robust skill set that includes Banking, Business Process Improvement, Customer Service, Finance, Financial Analysis and more. Kurt Rosen has 2 emails and 1 mobile phone numbers on RocketReach.
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