Suzanne Ellin, JD, CPA, CGMA, CTFA, CFP®
Senior Vice President, Trust Administration Officer
941.366.7222 ext. 50721
800.724.2621 ext. 50721
[email protected]
Schedule An Appointment with Suzanne:
Suzanne Ellin joined Canandaigua National Trust Company in 2015 as Vice President and Trust Administration Officer. Suzanne has over 25 years of experience in the areas of estate administration, fiduciary income and estate taxation, and judicial proceedings involving probate and trust & estate settlements. Suzanne is responsible for the administration of trusts and estates as well as custody and investment management accounts.
Prior to joining Canandaigua National Trust Company, Suzanne spent several years at Charlotte State Bank & Trust. She also has ten years experience as a practicing attorney and CPA.
American Institute of CPAs (AICPA)
Bachelor of Science, DePaul University, College of Commerce, Chicago, IL
Juris Doctor, DePaul University, College of Law, Chicago, IL
Attorney licensed in Illinois
Certified Public Accountant (CPA) licensed in Illinois and Florida
Certified Trust and Financial Advisor (CTFA)
Chartered Global Management Accountant (CGMA)
CERTIFIED FINANCIAL PLANNER™ certificant