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Employee Details

M Mazzochetti

Mark S. Mazzochetti, CISP
Vice President - Retirement Services Officer
(585) 419-0670 x50606
MMazzochetti@CNBank.com

About

Mr. Mazzochetti has over 24 years in the Financial Services Industry. Mark is currently a Vice President and Retirement Services Officer managing a portfolio of retirement investment accounts and is the product manager of the individual retirement accounts for the Wealth Strategies Group at Canandaigua National Bank & Trust.

Prior to joining Canandaigua National Bank & Trust, Mark spent two years as a Pension Plan Administrator with EPIC Advisors, Inc. a nationally recognized, full-service recordkeeping firm headquartered in Rochester, NY. He started his career in the Financial Services Industry as a Banking Services Representative with Central Trust Company. After he became the IRA Specialist for Central Trust Company and transitioned through the merger of Central Trust Company and M&T Bank, Mark accepted the position of IRA Coordinator with First National Bank of Rochester.

Education

St. John Fisher College – B.S. Management/Marketing
American Institute of Banking
American Society of Pension Actuaries
New York State Bankers Association
Ascensus Retirement Services - IRA Institute - CISP (Certified IRA Services Professional) - 2006
Notary Public

Articles

Caution: Rollover in Progress
Changing Jobs? Remember Your Retirement Plan Account
Danger: Don't Touch
Impacts of the Kodak Bankruptcy on Former Employees and Retirees
Podcast: Take Charge of Your Retirement
Should You Roll Your 401(k) to an IRA?
The Benefits of IRA Consolidation

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