Joseph L. Dugan
President at WBI OBS Financial, Inc.
Profile
Joseph L.
Dugan is currently the SVP, Chief Experience & Go To Market Officer at Five Star Bank and the President at WBI OBS Financial, Inc. He was previously the Chief Experience & Go To Market Office, Senior VP at Financial Institutions, Inc. from 2018 to 2021.
He also served as the Executive Vice President-Customer Value Management at The Canandaigua National Bank & Trust Co. from 2007 to 2011.
Additionally, he was a Director at American Cancer Society Eastern Division, Inc. and a Board Member at Genesee Valley Trust Co. Mr. Dugan received his undergraduate degree from Bucknell University.
Joseph L. Dugan active positions
| Companies | Position | Start |
|---|---|---|
WBI OBS Financial, Inc.
 WBI OBS Financial, Inc. Regional BanksFinance Part of Huatai International Investment Holdings Ltd., WBI OBS Financial, Inc. provides financial services. The company is based in Cleveland, OH. WBI OBS Financial was acquired by Canandaigua National Corp. on November 30, 2011 for $7 million. | President | - |
Five Star Bank (Warsaw, New York)
 Five Star Bank (Warsaw, New York) Regional BanksFinance Part of Financial Institutions, Inc., Five Star Bank is a community bank based in Warsaw, NY. The company offers a wide range of consumer and commercial banking and lending services to individuals, municipalities, and businesses. Martin Kearney Birmingham has been the CEO of the company since 2005. | Corporate Officer/Principal | 30/06/2016 |
Former positions of Joseph L. Dugan
| Companies | Position | End |
|---|---|---|
| FINANCIAL INSTITUTIONS, INC. | Corporate Officer/Principal | 31/01/2021 |
The Canandaigua National Bank & Trust Co.
 The Canandaigua National Bank & Trust Co. Investment ManagersFinance The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities. | Corporate Officer/Principal | - |
| American Cancer Society Eastern Division, Inc. | Director/Board Member | - |
Genesee Valley Trust Co.
 Genesee Valley Trust Co. Investment ManagersFinance Genesee Valley Trust Co. was founded in 1994 and offers investment management, IRA rollover, estate and financial planning, and trust administration services to clients in the Rochester, NY area. The company is based in Pittsford, NY. The company also acts as the retirement plan sponsor for businesses' 401(k) and pension plans. Genesee Valley Trust was acquired by Canandaigua National Corp. on January 02, 2008 for $18.80 million. | Director/Board Member | - |
Training of Joseph L. Dugan
| Bucknell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| FINANCIAL INSTITUTIONS, INC. | Finance |
| Private companies | 5 |
|---|---|
The Canandaigua National Bank & Trust Co.
The Canandaigua National Bank & Trust Co. Investment ManagersFinance The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities. | Finance |
Five Star Bank (Warsaw, New York)
Five Star Bank (Warsaw, New York) Regional BanksFinance Part of Financial Institutions, Inc., Five Star Bank is a community bank based in Warsaw, NY. The company offers a wide range of consumer and commercial banking and lending services to individuals, municipalities, and businesses. Martin Kearney Birmingham has been the CEO of the company since 2005. | Finance |
Genesee Valley Trust Co.
Genesee Valley Trust Co. Investment ManagersFinance Genesee Valley Trust Co. was founded in 1994 and offers investment management, IRA rollover, estate and financial planning, and trust administration services to clients in the Rochester, NY area. The company is based in Pittsford, NY. The company also acts as the retirement plan sponsor for businesses' 401(k) and pension plans. Genesee Valley Trust was acquired by Canandaigua National Corp. on January 02, 2008 for $18.80 million. | Finance |
| American Cancer Society Eastern Division, Inc. | Commercial Services |
WBI OBS Financial, Inc.
WBI OBS Financial, Inc. Regional BanksFinance Part of Huatai International Investment Holdings Ltd., WBI OBS Financial, Inc. provides financial services. The company is based in Cleveland, OH. WBI OBS Financial was acquired by Canandaigua National Corp. on November 30, 2011 for $7 million. | Finance |
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