Bob
Family Office Executive - Chaser of Excellence
- Role
- Chief Client Family Services Officer at Market Street Trust Company
- Location
- Ithaca, NY, US
- LinkedIn followers
- 500 followers
About Bob
As a family office executive and team leader, I am fortunate to work with an exceptional…
Experience
Chief Client Family Services Officer
Apr 2024 — Present
Education
Keuka College
Master of Science
2007 — 2008
Cayuga Community College
Associate’s Degree
1999 — 2002
College for Financial Planning
Coursework for Certified Financial Planner Designation
2017 — 2020
Keuka College
Bachelor of Science
2004 — 2007
Skills
- Commercial Banking
- Refinance
- Business Strategy
- Lines of Credit
- Customer Service
- Credit
- Financial Analysis
- Small Business
- Sba
- Notary Public
- Credit Analysis
- Portfolio Management
- Loans
- Finance
- Microsoft Office
- Small Business Lending
- Consumer Lending
- Real Estate
- Management
- Series 6
- Insurance
- Mortgage Lending
- Commercial Lending
- Banking
- Leadership
- Commercial Mortgages
- Loan Origination
- Series 63
- Public Speaking
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