• Trust Investment Officer…

    NBT Bank (Syracuse, NY)
    …in accordance with the objectives of the account. Serves as a member of the Trust Investment Committee. Department: Trust Investment Skills and Abilities ... objectives while making recommendations. Understands and stays updated of the current investment climate while ensuring that customers and Trust Division… more
    NBT Bank (07/22/25)
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  • KPB Sr Trust Officer

    KeyBank (Syracuse, NY)
    …Management Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other ... and comprehensive approach + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues and employs...knowledge of investments/securities - Progress towards completion of Cannon Trust Schools I, II and III or… more
    KeyBank (06/05/25)
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