Vice President, Senior Wealth Manager
Tompkins Financial Corporation is a NY state based financial services holding company with $5 billion in assets, providing community banking
Dynamic financial services leader and educator experienced in providing vision, stimulating growth, motivating clients, colleagues and students to high-achieving outcomes. Strength in driving new initiatives and relationship management. Articulate and persuasive communicator, recognized for negotiation skills, work ethic and professionalism. Innovative team player. Experienced in insurance, personal finance, estate planning, investments, private equity and pensions. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Contact Info section above. The investment products sold through LPL Financial are not insured Tompkins Financial Corp deposits and are not FDIC insured. These products are not obligations of Tompkins Financial Corp and are not endorsed, recommended or guaranteed by Tompkins Financial Corp or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: PA, NY, NJ.
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