- Tompkins Community Bank (Pittsford, NY)
- Overview Responsible for leading financial planning -related activities, including but not limited to retirement planning , wealth preservation and transfer ... + Establish and implement the overall strategic plan for financial planning ; develop and support initiatives to...develop and support initiatives to enhance client experience at Tompkins Financial Advisors (TFA); and coordinate the… more
- Tompkins Community Bank (Pittsford, NY)
- Overview Responsible for the management and business development of Tompkins Financial Advisors (TFA) in an assigned market. Expected to ensure an exceptional ... clients receive investment management, trust and estate services, and financial planning . In addition, work with all.... In addition, work with all business partners within Tompkins Financial Corporation to provide access to… more