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NBT FINANCIAL SERVICES HIRES WENDT AS FINANCIAL CONSULTANT FOR MONTGOMERY, FULTON AND HAMILTON COUNTIES
NORWICH, N.Y. (OCTOBER 8, 2009) – Roger Clarkson, senior vice president of NBT Financial Services, announced that Mark Wendt has joined the firm as a financial consultant. In this position, Wendt is responsible for helping clients in Fonda, Amsterdam, Perth, Vail Mills and Speculator with their financial planning and insurance needs. He is based at NBT Bank’s Fonda Office at 34 West Main Street in Fonda.
Wendt has 24 years of financial services experience. Before joining NBT Financial Services, he was a financial consultant for First Niagara Financial Group in Fulton and Montgomery counties for three years. His other experience includes working as an account representative for Purshe Kaplan Sterling Investments and as an insurance agent for Prudential Insurance.
“Mark Wendt has an extensive background in all phases of financial planning,” Clarkson said. “We invite our customers in Montgomery, Fulton and Hamilton counties to contact him for assistance with their financial strategies.”
Wendt, a resident of Johnstown, holds several industry-related securities registrations and insurance licenses (securities registrations are held with LPL Financial). He is a Chartered Life Underwriter and a Chartered Financial Consultant.
NBT Financial Services consultants are located at NBT Bank offices and provide access to financial and insurance products through LPL Financial. NBT Bank has offices in upstate New York and northwestern Vermont. NBT Bancorp Inc., the parent company of NBT Financial Services and NBT Bank, is headquartered in Norwich, N.Y., and had assets of $5.4 billion as of June 30, 2009.
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