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Directory

Category: Banks & Finance

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This listing is alphabetical by person's last name within membership level.
 
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Cynthia Aikman

Trustee
Cayuga Women's Business Trust

(100% Woman-Owned Business)

17 Liberty Street
Auburn, NY  13021

315-252-0883 (voice)

Cynthia Aikman
  Business Categories:
Banks & Finance
Business Organizations or Associations
Business Services, Advisors and Consultants
In Business Since: 2008

Desired Market: Local
  Description: The Cayuga Women's Business Trust Fund was established to assist women in entrepreneurial ventures by making collateral available to secure small business loans. The fund is modeled after revolving funds that operate in Asia and Africa where groups of women support each other, one at a time, to start and grow a business. The entrepreneur pays the loan back so the next woman in the group can borrow money and start her business. The support of women waiting to receive a loan helps the entrepreneur and gives those waiting experience and insight. The irrevocable trust invites contributors to give money for the purpose of assisting Cayuga County-based women entrepreneurs. The trust is held at Cayuga Lake National Bank.
  Profile: Cynthia Aikman brings fifteen years of business management, business plan writing, project management and research to her consulting business and the Cayuga Women's Business Trust Fund.
 
 
 
  State Farm Insurance and Financial Services

AChristina Breen-Hale

Agent
State Farm Insurance and Financial Services

(100% Woman-Owned Business)

3093 WEST Ridge Rd
Rochester, NY  14626

585-225-8480 (voice)
585-225-6315 (fax)

breen-hale.com/

AChristina Breen-Hale
  Business Category:
Insurance
Banks & Finance
Health Services
Long Term Care Insurance
In Business Since: 1995

Number of Employees/Subcontractors: 4

Desired Market: State
  Description: State Farm®'s mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. It is impossible to know when a disaster such as a flood, hurricane, earthquake or tornado is going to strike. When it does, the ability of your business to weather the storm and quickly resume normal operations may depend on the measures you take today. for more info see statefarm.com
  Profile: On April 1, 1995 A Christina Breen-Hale opened her own STATE FARM Insurance Agency. Christina has a gift for listening to her client’s goals, dreams, and fears, many say “I get more than just insurance from this agency”. A native of Rochester, Agent Christina is proud to provide insurance and financial services to her extended neighborhood from her quaint, home-like office at 3093 West Ridge Road,(next to Friendly’s). Her fully licensed and dedicated office team brings unique and qualified insurance background that brings success of her agency. “It’s a great feeling knowing that you’ve helped your clients prepare to enjoy the best life has to offer while preparing in case the worst happens”, states Mrs. Breen-Hale. There is no doubt her philosophy is to live life to its fullest each and every day!
  Featured Products or Services: Auto, Home, Life, Health, Business, Personal Liability, Renters, Condo, Motorcycle, Recreational Vehicle, and Flood just to name a few
 
 
 
  M&T Bank

Jodi L Davies

VP
M&T Bank

(Professional Position)

255 East Ave
Rochester , NY  14564

585-943-3954 (voice)
585-258-8346 (voice)
585-258-8364 (fax)

www.mtb.com

M&T Bank
Jodi Davies
  Business Category:
Banks & Finance
In Business Since: 25 years

Locations: Branches can be found on internet site

Desired Markets: Local, Regional
  Description: Small Business Lender - From start up phase to $10,000,000. in sales revenues. Working Capital Lines of Credit Term Loans for Asset Purchases
  Profile: My specialty is Small Businesses with revenues of $10,000,000 and less. My experience is in a variety of industries, from professionals and service organizations, to manufacturing.I have been in my field for 30 years -25 with M&T Bank. We offer professional service and resources to help businesses -start-grow-maintain-exit.
  Featured Products or Services: Loan Products Deposit Products Cash Management Tools
  Women TIES Business Referrals: Tracy Jong, Esq
 
 
 

Rochelle Fields

Business Banking Relationship Manager
ESL Federal Credit Union

(Professional Position)

225 Chestnut Street
Rochester, NY  14604

585-336-1323 (voice)
585-336-1561 (fax)

www.esl.org



Business Categories:
Banks & Finance
Business Services, Advisors and Consultants

In Business Since: 1920

Locations:

Desired Markets: Local, Regional
  Description: Rochelle Fields has 14 years in the banking and credit analysis industries. She was most recently employed at PathStone Corporation, as director of business lending. ESL Federal Credit Union is a full-service financial institution with $5.0 billion in assets. The locally-owned financial institution employs more than 680 people in Rochester, New York, and includes approximately 325,000 members worldwide.
 
 
 

Sherry Finkel Murphy

Financial Advisor
Northwestern Mutual Wealth Management Company

(Professional Position)

3 Atrium Drive
Suite 255
Albany, NY  12205

518-459-4665 (voice)
516-770-3419 (voice)

www.sherryfinkelmurphy.nm.com
/www.linkedin.com/in/sherryfinkelmurphy
/www.facebook.com/sherryfinkelmurphy/



Business Category:
Financial Consulting / Investment Advisory
Insurance
Banks & Finance
Financial Literacy

Desired Markets: Local, Regional, State, National
  Description: Comprehensive Financial Planning including insurance, investments and distribution planning; specializing in education planning and retirement income
  Profile: So many of us have a stockbroker, accountant, insurance agent, and lawyer, but NOT a plan. While you can save and build wealth, a self-service corporate portal or your local savings bank will not tell you what you need to know about *how* to arrive at your goal or how to manage the withdrawal of your funds for your children's education or in retirement. My clients learn how to keep their wealth growing, while positioning their children for a successful 'launch' and themselves for a lifetime of income.
  Featured Products or Services: Comprehensive Financial Planning, Insurance, Investments
 
 
 

Katie M MacIntyre

Race Director
Women's Right to Run 19K 5K

(Professional Position)

20 E Bayard St
Seneca Falls, NY  13148

315-568-1163 (voice)
315-567-1708 (voice)

righttorun19k.org/
mygenbank.com/



Business Category:
Athletics/Athletic Instruction
Banks & Finance

In Business Since: 2014/1870

Number of Employees/Subcontractors: 4/1000

Desired Markets: Local, Regional, State, National
  Description: The Women's Right to Run is a running event featuring a 19K and 5K race in Seneca Falls the Saturday of Mother's Day weekend. The 2017 event is May 13, 2017.
  Profile: Katie MacIntyre Bio Katie MacIntyre is the Assistant Vice –President, Marketing Officer for Generations Bank, working out of their Seneca Falls headquarters. She has nearly 20 years experience in a variety of sales, marketing & PR roles which have allowed her to live across the North East of the United States and travel extensively domestically and internationally. Katie is a passionate builder of community and loves people. She serves as a social media manager/blogger for ABC Cayuga; a Parent Leader for New York State and a member of the National Parent Council for the Alliance of Children’s Trusts Funds. Katie has led sessions at the NYS Child Abuse Prevention Conference on Community Cafés and Protective Factors for several years. Her passion is to share her enthusiasm and energy with all people but especially with children and parents to help foster the best environment for their families to thrive. Katie is a master at scheduling time to give back and in additional to her career as a marketing leader, she is a member of the Board of Directors of the YMCA-WEIU of Auburn and Skaneateles and serves as the Race Director for the Inaugural Women’s Right to Run 19K 5K happening in Seneca Falls in May 2016. She has made her home in Auburn for the past 10 years (except for a 5 year stint in the Nation’s Capital) and was named one of the CNY’s 40 under Forty in 2014 and received a MAKERS: Women who make America Award in 2015. She is a twin and the proud mom to 2 boys.
 
 
 

Florence M Rossi

AVP/Branch Manager
Community Bank NA

(Professional Position)

50 West Main St
Owego, NY  13827

607-687-8125 (voice)
607-687-4714 (fax)

communitybankna.com



Business Category:
Banks & Finance
Banks & Finance

In Business Since: 2001

Locations: Over 160 branches in New York and Pennsylvania.

Desired Markets: Local, Regional, State
  Description: Community Bank, N.A. is a full service financial institution offering consumer, business and financial services. Offices are located in Northern NY, Finger Lakes, Southern Tier, Southwest NY and Northeaster PA.
 
 
 

Florence M Rossi

AVP/Branch Manager
Community Bank NA

(Professional Position)

50 West Main St
Owego, NY  13827

607-687-8125 (voice)
607-687-4714 (fax)

communitybankna.com



Business Category:
Banks & Finance
Banks & Finance

In Business Since: 2001

Locations: Over 160 branches in New York and Pennsylvania.

Desired Markets: Local, Regional, State
  Description: Community Bank, N.A. is a full service financial institution offering consumer, business and financial services. Offices are located in Northern NY, Finger Lakes, Southern Tier, Southwest NY and Northeaster PA.
 
 
 
     
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