Education
- Chartered Financial Analyst (CFA) Charterholder
- Certified Financial Planner®
- Master’s in Business Administration, Finance, Simon Graduate School of Business at the University of Rochester
- Bachelor of Science, Electrical and Computer Engineering, University of Rochester
- Graduate Fellow, Engineering Leadership, Northeastern University
Community Service
- Community Foundation, Herkimer & Oneida Counties, Investment Advisory Group
- Excellus Blue Cross Blue Shield, Reginal Advisory Board
- Yahnundasis Golf Club, Treasurer
If you laugh, you think, and you cry, that’s a full day. That’s a heck of a day. You do that seven days a week, you’re going to have something special.
Jim Valvano