- Tompkins Community Bank (Ithaca, NY)
- …Responsible for building and maintaining existing client relationships; creating comprehensive wealth plans and coordinated financial strategies to align with each ... involvement and other professional external client resources; acting as a key advisor to provide professional support to team members and assembling an integrated… more
- Bank of America (Syracuse, NY)
- Merrill Financial Solutions Advisor - NY Capital/ Central NY Market Albany, New York;Syracuse, New York **Job Description:** Merrill Wealth Management ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant… more