Carrie Winfield AFIM
Carrie is the newest member of our Oneonta-based investment team. She began working for Community Bank in 2017 as a floating teller while attending college. Shortly after receiving her B.A. in Economics from Binghamton University, Carrie accepted the position of Trust Investment Administrator in July, 2020. She received her Accredited Fiduciary Investment Manager (AFIM) designation from Cannon Financial Institute in January, 2022. In March, 2022, Carrie was promoted to Trust Investment Officer.
In her new role, Carrie is responsible for the oversight of approximately 1,000 “low-touch” investment accounts that are invested in our model portfolios. She monitors these accounts for overdrafts, cash needs and regulatory compliance. Carrie provides support for our various investment committees including Trust Investment Committee, Equity Review Committee, Mutual Fund Committee and Annual Investment Review Committee.