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Employee Details

R Green 2014

Ramona Green, CTFA
Vice President, Trust Officer
(585) 419-0670 x50616
[email protected]

R Green 2014
Ramona Green, CTFA
Vice President, Trust Officer
(585) 419-0670 x50616
[email protected]


Ramona Green joined the CNB Wealth Management in February 2006 as a Trust Associate, following 14 years with the Trust Department at HSBC Bank. Ramona currently administers trusts and estates, as well as custody and investment management accounts.


Delaware State University, BA, Business Administration
Graduate of Cannon Financial Institute Trust School
Graduate of New York State Bankers Association Schools for Estate and Trust Administration
Graduate of American Bankers Association National Trust School
ABA, Institute of Certified Bankers - Certified Trust and Financial Advisor (CTFA)
Notary Public


Estate Planning Council of Rochester
Bayview YMCA Stakeholders Parent Advisory Committee
Founding Member of African American Philanthropy at The Community Foundation


Periodic Review of Your Estate Plan
The Importance of Securing a Professional Co-trustee for Their Fiduciary Needs
Understanding Trust Basics helps build a better Financial Plan
Year-end Tax Planning Opportunities