" PODCAST: President Joe Dugan on BankPhD | Edge Consultancy
1 June 2016,
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Dugan Joe 2007Joe is a financial services executive who has 24 years of experience in the banking industry and a reputation for developing innovative strategies geared toward providing a unique client experience for the retail and affluent consumer. Most recently, Joe spent 14 years at Canandaigua National Bank (CNB), a community bank in Rochester, NY, where he served as Executive Vice President of the Customer Value Management Group. He was directly responsible for sales, brand management, marketing, strategic planning, and product management across all consumer lines of business and distribution channels. He transformed the Bank from an operationally oriented organization to a client-centric organization, resulting in CNB’s total deposits growing organically from $500 million to $1.8 billion, while assets under management grew from $600 million to $2.6 billion.

Additionally, Joe served as President of CNB’s wealth management-related subsidiaries: Genesee Valley Trust Company and Canandaigua National Trust Company of Florida, each of which were positioned to complement CNB’s existing wealth management services by capturing additional market share among the affluent through alternative and tax-advantaged trust and investment solutions.

In November of 2011, Joe spearheaded CNB’s purchase of a majority interest in OBS Financial Services, Inc., a turnkey asset management provider, allowing CNB to achieve its strategic objective of generating fee income outside of its community footprint. He was appointed President of the newly formed holding company, OBS/WBI LLC.

Prior to joining Canandaigua National Bank, Joe was a Vice President and Product Manager at PNC Bank in Pittsburgh, PA, where he re-engineered PNC’s Workplace Banking product, and maintained responsibility for the management of the product’s associated sales and marketing activities. Formerly, Joe worked at Midlantic Bank in NJ and at Chase-Lincoln First Bank(JP Morgan) in Rochester.

Joe received his Bachelor of Arts degree from Bucknell University, where he dual majored in English and Economics.

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