Joseph L. Dugan
Executive Vice President - Customer Value Management Group and Wealth Brands
(585) 394-4260 x36081
Joe is an Executive Vice President of Canandaigua National Bank and Trust, in Canandaigua, NY. He has over 25 years of sales, marketing and management experience, most of which has been spent in the financial services industry. Joe joined Canandaigua National in 2001, and is responsible for defining and managing the client experience across all channels and lines of business, where the defined experience is intended to provide meaningful education, advice and financial solutions to clients at every stage of life. Additionally, Joe is responsible for the Bank's various wealth brands, including managing CNB's Wealth Strategies Group, serving as President and CEO of Genesee Valley Trust Company, President of Canandaigua Trust Company of Florida and President of WBI/Online Brokerage Services LLC, all separate affiliates of Canandaigua that combine to provide a comprehensive solution for the affluent.
Prior to joining Canandaigua National Bank, Joe was a Vice President and Product Manager at PNC Bank in Pittsburgh, PA, where he re-engineered their Workplace Banking product, and was responsible for the management of the associated sales and marketing activities. Formerly, Joe worked at Midlantic Bank in NJ, and locally, at Chase-Lincoln First Bank.
Joe received his Bachelor of Arts degree from Bucknell University, where he dual majored in English and Economics, and is a proud graduate of McQuaid Jesuit High School. He serves as President of the American Cancer Society’s Finger Lakes Region Board of Advisors, and as a director of ACS's NY/NJ Division Board. Joe and his family live in Pittsford.
Bachelor of Arts degree from Bucknell University
President of the American Cancer Society’s Finger Lakes Region Board of Advisors
Volunteering in many local youth and high school hockey programs and youth baseball programs