Category Archives: Personnel Briefs

Mickey Orta has joined the NBT Wealth Management as senior vice president and a member of the NBT’s wealth leadership team.

Orta is based in the bank’s Glens Falls Regional Office and is responsible for leading NBT’s retirement plan sales efforts and regional wealth management strategies.

Orta has 20 years of experience in the financial services industry. He comes to NBT from Glens Falls National Bank, where he had responsibility for leading the Wealth Management Division and served on GFNB’s senior management team. He was also the portfolio manager for the North Country Equity Growth Fund.

Orta, a resident of Queensbury, graduated from SUNY Plattsburgh with a bachelor’s degree in economics. He is a certified trust and financial advisor.

Glens Falls National Bank and Trust Co. announced two promotions and a hiring.

Tracey Norman as promoted to director of wealth management.

Norman will oversee the Wealth Management Division, which includes the trust, investment and retirement services, and LPL teams.

She will be serving the same role for Saratoga National Bank and Trust Co., also part of the Arrow Financial Corp. family of companies.

She joined the company in 2017 as wealth management administration manager and has more than 20 years of experience in the wealth management industry. The Schaghticoke native earned her bachelor’s degree in finance from Siena College. She is active in her community, currently serving as vice president of the Hoosic Valley Booster Club.

Holly DeKleine, has joined NEPROMO, an promotional products advertising company in South Glens Falls, as an account executive. DeKleine has 12 years of outside sales experience. Her outside activities include volunteering at the Adirondack Regional Chamber of Commerce and attending community events DeKleine’s activites with NEPROMO in the promotional products industry will include helping...

NBT Bank announced that retail market manager Ian Townsend has been promoted to vice president.

Townsend has over 13 years of experience in the financial services industry. After completing NBT’s management development program, he advanced to positions of increasing responsibility in the bank’s Albany and Saratoga County branches. 

He was named assistant vice president in July 2015 and was promoted to retail market manager in June 2016. 

Townsend is responsible for managing the teams at NBT’s 12 branches in Clinton, Essex, Saratoga and Warren counties.

Thomas K. Flaherty  of T.K Flaherty Associates in Queensbury, has received accreditation from the American Public Works Association (APWA) as a certified public infrastructure inspector (CPII) as well as certification at Level I in underground utilities construction, water and sewer lines by the National Institute for Certification in Engineering Technologies (NICET). 

NICET certification is based on successfully passing an exam demonstrating requisite knowledge, experience and work performance as set forth by the institute. NICET is a division of the national Society of Professional Engineers.

Flaherty has over 50 years of experience in the public utility construction field, including the development of the Queensbury Water System for the town of Queensbury when he served as the town water superintendent. 

He is the founder and President of T.K. Flaherty Associates with offices in Queensbury, and Bellwood, Ala. Flaherty is also an associate of Miller Engineering located in Manlius.

Stored Technology Solutions Inc., (StoredTech) has added two new employees. Keri Feathers was hired as development engineer and Dennis Angrisani was hired as director of finance. As StoredTech’s first development Engineer, Feathers focuses on data extraction, reporting and interface development. With a degree in computer science, she previously worked for Greater Intelligence, a company...

Glens Falls National Bank and Trust Co. has announced the promotions of the following individuals: Megan Bohan to assistant vice president and Jenine Macura to vice president.

Bohan is the branch manager for the Glens Falls National main office. In this role, she interacts with multiple lines of business and oversees branch operations. 

She joined the company in 2002 as a teller. She became branch manager in 2016. 

Bohan serves as treasurer of the Adirondack Samaritan Counseling Center board of directors.

Macura is currently the branch manager for the Granville office. She started with the company in 2012. 

Colleen Michelle James recently joined the team at Mannix Marketing Inc. as a digital marketing and sales strategist.

James will promote internet marketing services that will best meet client’s needs and business goals.

James brings with her 40 years of sales experience, including four years in digital media. Prior to joining Mannix, she was employed as a sales director with Mary Kay. James also

NBT Bank has promoted Marc Monahan to vice president. He now serves as a team leader on NBT Bank’s management team based in Glen Falls.

Monahan has more than a decade of banking experience. He joined the NBT Bank team in 2010 as a branch manager and advanced to the position of market manager. In 2015, he became a business banking officer.

Monahan earned a bachelor’s degree in business administration from SUNY Oswego. He is a board member of the Adirondack Regional Chamber of Commerce, member of the Adirondack Civic Center Coalition Board, President of the Glen Falls Civic Center Foundation, and a member of the Glen Falls Hospital Foundation Board.

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Teal, Becker & Chiaramonte CPAs, PC, announced that Karen Foster, its manager of pension operations with over 30 years of experience in retirement plan management and client services administration, will lead the Retirement Plan Services division as the new director.

A former benefit plan consultant and record-keeper, she joined TBC in 2007. She is a graduate of University at Albany, holding both a master’s and a bachelor’s degrees in economics. She is an American Society of Pension Professionals and Actuaries (ASPPA) credentialed Qualified 401(k) administrator.

Glens Falls National Bank and Trust Co.  announced the appointments of Blake Jones to vice president and marketing director and Jillian Cutrone to assistant vice president and communications manager.

As marketing director, Jones will manage the marketing team and oversee the company’s marketing strategy. She most recently served as vice president of communications and has been with the bank for five years.

Jones has nearly 15 years of experience in communications, including a background in journalism. She earned a bachelor’s degree in Mass Communications from Washington and Lee University and is active in the community through service on various local nonprofit committees.

As communications manager, Cutrone will be responsible for corporate communications, media relations and developing content for advertising and marketing campaigns. She will report to Jones.