Cisp Mark S. Mazzochetti

Mark S. Mazzochetti has a diverse work experience spanning over several years. Mark S. began their career as a Banking Services Representative at Central Trust Company in 1987, where they handled various tasks such as opening new customer accounts, completing loan closing procedures, and resolving customer problems. Mark S. then transitioned to the role of Account Maintenance Clerk, responsible for the maintenance and verification of Certificate of Deposits and Deposit Accounts. Subsequently, they worked as an IRA Administrative Assistant, processing transactions and resolving customer issues related to CD and IRA accounts.

In 1992, Mazzochetti joined M&T Bank as an Administrative Assistant/Group Leader, supervising the Deposit Services Department staff and providing support to branch personnel. Mark S. later assumed the role of Commercial Lending Customer Service Representative, assisting loan officers with loan closing documents and processing commercial deposit and loan transactions.

From 1994 to 1999, Mazzochetti worked at First National Bank of Rochester, initially as a CD/IRA Account Coordinator responsible for various operational functions related to CD and IRA accounts. Mark S. then became an Investment Center Specialist supporting two Investment Center Sales Representatives with brokerage accounts and related activities.

Mazzochetti joined EPIC Advisors, Inc. in 2000 as a Pension Plan Administrator, handling the reconciliation, non-discrimination testing, and preparation of necessary filings for traditional pension plans. In 2002, they moved to Canandaigua National Bank & Trust as the Vice President & Retirement Services Officer for CNB Wealth Management, overseeing IRA account transactions, account reporting functions, and conducting training for bank personnel.

Throughout their career, Mazzochetti has demonstrated strong attention to detail, independence, and problem-solving skills in various roles within the banking and investment industry.

Mark S. Mazzochetti, CISP, obtained their NY State Regents Diploma in General Studies from Bishop Kearney High School in the years 1979 to 1982. Mark S. then went on to earn a Bachelor of Science degree in Management/Marketing from St. John Fisher University, graduating between the years 1982 and 1987. Additionally, Mark holds the certification of Certified IRA Services Professional (CISP) from the Institute of Certified Bankers (ICB). The specific dates of when they obtained this certification are unknown.