Jillian Stokes Dart, J.D., SVP, CTFA, AEP® in

Jillian Stokes Dart, J.D., SVP, CTFA, AEP®

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Senior Vice President-Manager Trust and Estate Solutions at Canandaigua National Bank
📍 Rochester, New York Metropolitan Area, United States

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Experience
26 Years
Current Role
Senior Vice President-Manager Trust and Estate Solutions
Location
Rochester, New York Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jillian cares about

Strategic Priorities
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Career

Work history

5-2020
Senior Vice President-Manager Trust and Estate Solutions
Canandaigua National Bank
10-2018 - 5-2020
Senior Vice President, Lead Trust Administration Officer
Canandaigua National Bank
1-2017 - 10-2018
Managing Director/Market Trust Director at US Trust, Bank of America Private Wealth Management
US Trust, Bank of America Private Wealth Management
8-2011 - 1-2017
Senior Vice President - Market Trust Director
US Trust, Bank of America Private Wealth Management
10-2007 - 5-2009
Vice President - Trust Officer
US Trust, Bank of America Private Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2001
CTFA
ABA
1990 - 1993
J.D.
Syracuse University College of Law
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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