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C&N Trust Officers Earn Designations

Posted Friday, 24 October 2014 22:29 | Filed under C&N News

Trust Team

WELLSBORO, PA – Two members of the C&N Trust and Financial Management Group team have received designations from the American Society of Pension Professionals and Actuaries.

Michael S. Hatlee, vice president and manager of Retirement Services Delivery, has received the Qualified Plan Financial Consultant (QPFC) and the Qualified 401(k) Administrator (QKA) designations. Nathan Gage, assistant vice president and Retirement Services support manager, has earned the QKA designation. Both men work from the C&N Trust and Financial Management Group offices in Wellsboro.

The American Society of Pension Professionals and Actuaries (ASPPA) is the premier national organization for career retirement plan professionals. The membership is comprised of the many disciplines supporting retirement income management and benefits policy. Members are part of the diversified, technical, and highly regulated benefits industry.

Hatlee has a combined total of 18 years of experience as a trust department officer, including 15 years delivering retirement plan administration and investment services. Prior to joining the C&N Trust and Financial Management Group in 2006, he managed the Retirement Services Group at Chemung Canal Trust Company in Elmira, NY. He is an honors graduate of Cornell University, where he received his Bachelor of Science degree in 1986.

Gage earned his bachelor’s degree from Pennsylvania State University and his Master of Business Administration degree from the University of Southern Maine. He has 10 years of experience in the financial services industry, with eight of those working specifically with retirement plans. He joined the C&N Trust and Financial Management Group in 2006. A resident of Wellsboro, he serves on the board of the Northcentral Area Health Education Center.

Assets under management by C&N’s Trust and Financial Management Group totaled $634,782,000 at the end of 2011. A division of Citizens & Northern Bank, the group has offices in Canisteo, NY, Coudersport, Sayre, Towanda, Wellsboro and Williamsport.