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Home  »  Personnel Briefs  »  Personnel Briefs: May 2023
Personnel Briefs

Personnel Briefs: May 2023

Posted onMay 8, 2023May 9, 2023

Saratoga National Bank and Trust Co. hired  Alina Serradimigni as vice president and branch manager of the Saratoga main office.

The bank also announced the announce the promotion of Jeffrey Goliber to vice president and manager, retirement plan services.

In her new role, Serradimigni will oversee daily operations, provide quality customer service and develop banking relationships to help individuals and businesses reach their financial goals. She brings more than 10 years of banking experience to the position.

The Republic of Moldova native attended Academy of Economic Studies of Moldova, where she earned her bachelor’s degree in banking and finance.

Serradimigni currently lives in Glens Falls and is an active member in her community. She serves as Vice President of St. George Orthodox Church and Treasurer of Adirondack Greek Festival Committee.

Goliber is responsible for managing the Retirement Plan Services department in the Wealth Management Division, including managing and coaching staff, overseeing the sales process to drive business results and ensuring exceptional customer service. He is also responsible for the administration of individual retirement plans and qualified retirement plans.

Goliber has 27 years’ experience in banking and retirement services. Since joining Saratoga National in 2019, he  has successfully held several leadership positions within Retirement Plan Services. 

The Ballston Lake native attended SUNY Potsdam, where he earned his bachelor’s degree in economics. 

He lives in Wilton and is an active member in his community. He serves as treasurer and chair of the finance committee for the Franklin Community Center, Inc. in Saratoga Springs.

***

Julie & Co. Realty announced that Katie Travis is the newest member of its brokerage in Saratoga Springs.

Travis, of Saratoga Springs, was raised in Southern California, where she received her associate’s degree in communications and Bachelor of Science degree  in psychology,.

She has developed extensive experience investing and managing properties, renovating homes, as well as working with Veterans Administration loans over the last 13 years. 

***

The Friends of the Ulysses S. Grant Cottage announced the retirement of its executive director Steve Porto. 

Porto has been with the organization for almost five years, after 14 years as director of parks and recreation at Gavin Park in Wilton. 

At Grant Cottage, he oversaw the renovation of the site Visitor Center and expansion of the gift shop, pursuing partnerships with state and local officials and businesses and the state fostering the historic site’s brand, leading successful Grant bicentennial celebrations and helping the National Historic Landmark on the path to a new strategic plan and the long-term goal of construction of an education pavilion on the summit to carry out their mission of bringing the compelling story of Ulysses S. Grant to a wider audience.

Porto will stay on with Grant Cottage to work on special projects. He is succeeded by Beth J. Merrill.

***

Upstate Agency, LLC has hired Rebekah Crewell as a risk advisor.

Crewell is responsible for acquiring and retaining commercial clients within the property services, healthcare, nonprofit, construction and municipality segments. In addition to her production responsibilities, she is instrumental in the marketing of complex programs and renewals for the agency throughout the greater Capital Region.

Crewell, a designated small business coverage specialist (SBCS), has nearly 20 years of local insurance, risk management and marketing experience. Prior to joining Upstate Agency,  she spent her career with large global brokerage platforms and regional brokerage firms located in the Albany market.

She lives in Wells, N.Y., where she serves as town supervisor. 

***

Pioneer has hired Todd Shepersky as vice president and insurance agency manager to lead its insurance and benefits division — a new position for the financial institution.

In Shepersky’s role at Pioneer, he will oversee the insurance and benefits divisions, with about $3.3 million in revenue, and help to grow those lines of business.

He came to Pioneer from American National out of Glenmont, where Shepersky was the manager of the New England and large account underwriting and risk services teams. His background includes roles focused on commercial and agricultural lines of business.

Shepersky has a bachelor’s degree in mathematics from Washington State University and a master’s in insurance management from Columbia University.

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