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Meet the Team
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As vice president and product manager, Doug oversees the design, development and implementation of retirement plan products for the large-plan segment. |
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Tim oversees the NBT Financial Group consisting of offices in New York, Pennsylvania and Vermont. |
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David has over 20 years of experience in trust and estate administration, trust tax preparation and fiduciary accounting. He is a graduate of Syracuse University’s Whitman School of Management and several industry programs offered through the New York Bankers Association. |
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Peter Kain, based in Norwich, New York, is vice president and manager of the Retirement Plan Services Department that is part of the NBT Financial Group. |
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Teri has over 20 years financial service experience with primary responsibilities in assisting high net worth individuals, Institutions and not-for-profits. |
