Tompkins Financial Advisors
Industry: Company
DescriptionFounded: 1988 Parent organization: Tompkins Financial Corporation Subsidiaries: Ensemble Financial Services, Inc., VIST Capital Management, LLC, Tompkins Wealth Management, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportTompkins Financial AdvisorsWebsiteDirections Saved (0) Saved Save Financial planner in White Plains, New York Address: 10 Bank St # Gr1, White Plains, NY 10606 Phone: (914) 946-1277Hours: Place name: : Category: : : : : Website: : Website: http://www.tompkinsfinancialadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Tompkins Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Tompkins Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Tompkins Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Tompkins Financial Advisors Salaries. You can even request information on how much does Tompkins Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for Tompkins Financial Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
20 Tompkins Financial Advisors employees in database. Find out everything there's to know about Tompkins Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Tompkins Financial Advisors Employees
Employee
Years
Job
Industry
Joe Maurici Joe Maurici's Tompkins Financial Advisors Experience February 2011 - April 2011
Job Senior Accountant at Francis M. Celona, CPA, PC
Industry Accounting
Experience
Francis M. Celona, CPA, PC February 2013 - Present
Tra-Mac Associates, Inc. August 2011 - February 2013
Joseph P. Maurici CPA June 2010 - February 2013
Joseph P. Maurici 2012 - 2013
Northwestern Mutual 1997 - 2013
Francis M. Celona, CPA, PC January 2012 - April 2012
Tompkins Financial Advisors February 2011 - April 2011
Sickles Corp April 2005 - June 2010
The Harley School 1997 - 2007
Livingston Associates, Inc. June 1998 - April 2005
Skills
Accounting, Auditing, Financial Statements, Finance, Tax, Budgets, General Ledger, Banking, Financial Analysis, Payroll, Financial Reporting, Analysis, Management, Internal Controls, Sales Tax, GAAP, Tax Returns, Account Reconciliation, Project Planning, Internal Audit, Job Costing, Debt Restructuring, Human Resources, Small Business, Cash Flow, Strategic Financial..., Tax Preparation, Financial Accounting, QuickBooks, Income Tax, US GAAP, Corporate Tax, Cash Management, Employee Benefits, Accounts Payable, Accounts Receivable, Bookkeeping, Insurance, Payroll Taxes, Financial Planning, Controller, Bank Relationship, Budgeting, Troubled Debt...
Education
St. John Fisher College 1974 — 1977
BS, Accounting
Francis M. Celona, CPA, PC February 2013 - Present
Tra-Mac Associates, Inc. August 2011 - February 2013
Joseph P. Maurici CPA June 2010 - February 2013
Joseph P. Maurici 2012 - 2013
Northwestern Mutual 1997 - 2013
Francis M. Celona, CPA, PC January 2012 - April 2012
Tompkins Financial Advisors February 2011 - April 2011
Sickles Corp April 2005 - June 2010
The Harley School 1997 - 2007
Livingston Associates, Inc. June 1998 - April 2005
Skills
Accounting, Auditing, Financial Statements, Finance, Tax, Budgets, General Ledger, Banking, Financial Analysis, Payroll, Financial Reporting, Analysis, Management, Internal Controls, Sales Tax, GAAP, Tax Returns, Account Reconciliation, Project Planning, Internal Audit, Job Costing, Debt Restructuring, Human Resources, Small Business, Cash Flow, Strategic Financial..., Tax Preparation, Financial Accounting, QuickBooks, Income Tax, US GAAP, Corporate Tax, Cash Management, Employee Benefits, Accounts Payable, Accounts Receivable, Bookkeeping, Insurance, Payroll Taxes, Financial Planning, Controller, Bank Relationship, Budgeting, Troubled Debt...
Education
St. John Fisher College 1974 — 1977
BS, Accounting
Janet Hadjar, MBA Janet Hadjar, MBA's Tompkins Financial Advisors Experience September 2014 - Present
Job Affiliate Marketing Officer at Tompkins Financial Corporation
Industry Financial Services
Experience
Tompkins Financial Corporation September 2014 - Present
Tompkins Financial Advisors September 2014 - Present
New York Life Insurance Company and NYLIFE Investments December 2011 - May 2014
Independent Marketing Consultant May 2011 - December 2011
Golden & Associates March 2005 - January 2010
The Literacy Council April 2002 - March 2005
Skills
Risk Management, Customer Satisfaction, Marketing Strategy, Strategic Financial..., Long Term Care Insurance, Contract Negotiation, Retirement, Strategy, CRM, Financial Planners, Marketing, Leadership, Management, Business Development, Market Research, Strategic Planning, Training, Account Management, Manage Client..., Relationship Management, Financial Planning, Project Management, Sales, Public Relations
Education
University of Alabama at Birmingham 2010 — 2011
Masters, Business Administration
University of Alabama at Birmingham 1997 — 2001
B.S., Marketing, HR Management
Tompkins Financial Corporation September 2014 - Present
Tompkins Financial Advisors September 2014 - Present
New York Life Insurance Company and NYLIFE Investments December 2011 - May 2014
Independent Marketing Consultant May 2011 - December 2011
Golden & Associates March 2005 - January 2010
The Literacy Council April 2002 - March 2005
Skills
Risk Management, Customer Satisfaction, Marketing Strategy, Strategic Financial..., Long Term Care Insurance, Contract Negotiation, Retirement, Strategy, CRM, Financial Planners, Marketing, Leadership, Management, Business Development, Market Research, Strategic Planning, Training, Account Management, Manage Client..., Relationship Management, Financial Planning, Project Management, Sales, Public Relations
Education
University of Alabama at Birmingham 2010 — 2011
Masters, Business Administration
University of Alabama at Birmingham 1997 — 2001
B.S., Marketing, HR Management
Megan E. Burke, CFP® Megan E. Burke, CFP®'s Tompkins Financial Advisors Experience December 2002 - Present
Job Wealth Advisor at Tompkins Financial Advisors
Industry Financial Services
Experience
Tompkins Financial Advisors December 2002 - Present
Merrill Lynch September 1999 - November 2002
USI Consulting Group June 1997 - July 1999
Skills
Wealth Management, Wealth Management..., Wealth, Estate Planning, Strategic Financial..., Investments, Risk Management, Financial Planners, Strategy, Management, Retirement Planning, Asset Management, Portfolio Management, Mutual Funds, Series 65, Series 63, Series 7, Insurance, Fixed Annuities, Variable Annuities
Education
State University of New York College at Geneseo 1993 — 1997
Tompkins Financial Advisors December 2002 - Present
Merrill Lynch September 1999 - November 2002
USI Consulting Group June 1997 - July 1999
Skills
Wealth Management, Wealth Management..., Wealth, Estate Planning, Strategic Financial..., Investments, Risk Management, Financial Planners, Strategy, Management, Retirement Planning, Asset Management, Portfolio Management, Mutual Funds, Series 65, Series 63, Series 7, Insurance, Fixed Annuities, Variable Annuities
Education
State University of New York College at Geneseo 1993 — 1997
David D'Ambrosio's Tompkins Financial Advisors Experience April 2003 - July 2011
Job Assistant Vice President, Karpus Investment Management
Industry Financial Services
Experience
Karpus Investment Management August 2011 - Present
Tompkins Financial Advisors April 2003 - July 2011
Skills
Wealth Management, Investments, Financial Planning, Risk Management, Estate Planning, Strategic Financial..., Wealth, Financial Analysis, Asset Management, Financial Planners, Portfolio Management, Mutual Funds, Strategy, Finance
Education
St. John Fisher College 1992 — 1996
BS, Finance
Karpus Investment Management August 2011 - Present
Tompkins Financial Advisors April 2003 - July 2011
Skills
Wealth Management, Investments, Financial Planning, Risk Management, Estate Planning, Strategic Financial..., Wealth, Financial Analysis, Asset Management, Financial Planners, Portfolio Management, Mutual Funds, Strategy, Finance
Education
St. John Fisher College 1992 — 1996
BS, Finance
Francis L. Ostrom, III, CFP®, CBEC®'s Tompkins Financial Advisors Experience 2003 - November 2013
Job Director of Financial Services at Davie Kaplan Wealth Care Advisors, LLC
Industry Financial Services
Experience
Davie Kaplan Wealth Care Advisors, LLC December 2013 - Present
Tompkins Financial Advisors 2003 - November 2013
M&T Investment Group 1990 - 2003
Fleet Financial Services 1984 - 1990
National Bank of Washington 1980 - 1984
Skills
Certified Business Exit..., Ownership Transition..., Certified Financial..., Exit Strategies, Business Transition..., Family Business, Wealth Management, Financial Planning, Business Owner Exit..., ESOP, Small Business, Retirement Planning, Business Planning, Life Insurance, Long Term Care Insurance, Retirement Plan...
Education
Pinnacle Equity Solutions, Inc.
CBEC®, Certified Business Exit Consultant®
College for Financial Planning
CFP®, Certified Financial Planning
Saint Bonaventure University
B.B.A., Finance
Bishop Ludden
Davie Kaplan Wealth Care Advisors, LLC December 2013 - Present
Tompkins Financial Advisors 2003 - November 2013
M&T Investment Group 1990 - 2003
Fleet Financial Services 1984 - 1990
National Bank of Washington 1980 - 1984
Skills
Certified Business Exit..., Ownership Transition..., Certified Financial..., Exit Strategies, Business Transition..., Family Business, Wealth Management, Financial Planning, Business Owner Exit..., ESOP, Small Business, Retirement Planning, Business Planning, Life Insurance, Long Term Care Insurance, Retirement Plan...
Education
Pinnacle Equity Solutions, Inc.
CBEC®, Certified Business Exit Consultant®
College for Financial Planning
CFP®, Certified Financial Planning
Saint Bonaventure University
B.B.A., Finance
Bishop Ludden
Bruce Berkman, CFA Bruce Berkman, CFA's Tompkins Financial Advisors Experience April 2012 - February 2014
Job CIO, Sapience Capital Advisors LLC
Industry Investment Management
Experience
Sapience Capital Advisors LLC February 2006 - Present
The World Summit on Technological Unemployment July 2015 - Present
Tompkins Financial Advisors April 2012 - February 2014
Brown Brothers Harriman 2000 - 2005
Soros Fund Management affiliate 1994 - 2000
Sanford C. Bernstein 1991 - 1994
Blackhill Capital, Inc. 1988 - 1991
Goldman Sachs 1980 - 1987
Skills
Investment Management, Wealth Management, Strategic Financial..., Financial Advisory, Hedge Funds, Equity Research, Asset Managment, Investment Advisory, Fund Of Funds, Equities, Private Equity, Investment Strategies, Portfolio Management, Financial Services, Fixed Income, Investments, Finance, Alternative Investments, Valuation
Education
Harvard Business School 1978 — 1980
MBA
Cornell University 1974 — 1978
BS
Sapience Capital Advisors LLC February 2006 - Present
The World Summit on Technological Unemployment July 2015 - Present
Tompkins Financial Advisors April 2012 - February 2014
Brown Brothers Harriman 2000 - 2005
Soros Fund Management affiliate 1994 - 2000
Sanford C. Bernstein 1991 - 1994
Blackhill Capital, Inc. 1988 - 1991
Goldman Sachs 1980 - 1987
Skills
Investment Management, Wealth Management, Strategic Financial..., Financial Advisory, Hedge Funds, Equity Research, Asset Managment, Investment Advisory, Fund Of Funds, Equities, Private Equity, Investment Strategies, Portfolio Management, Financial Services, Fixed Income, Investments, Finance, Alternative Investments, Valuation
Education
Harvard Business School 1978 — 1980
MBA
Cornell University 1974 — 1978
BS
Amie Fabrizio Amie Fabrizio's Tompkins Financial Advisors Experience June 2012 - February 2013
Job Senior Registered Client Associate at UBS Financial Services
Industry Financial Services
Experience
UBS May 2015 - Present
UBS May 2014 - May 2015
UBS February 2013 - May 2014
Tompkins Financial Advisors June 2012 - February 2013
Marathon Financial January 2010 - July 2012
Ensemble Financial Services 2005 - 2009
Education
State University of New York at Oswego 2001 — 2004
BA, Cum Laude, Mathematics
UBS May 2015 - Present
UBS May 2014 - May 2015
UBS February 2013 - May 2014
Tompkins Financial Advisors June 2012 - February 2013
Marathon Financial January 2010 - July 2012
Ensemble Financial Services 2005 - 2009
Education
State University of New York at Oswego 2001 — 2004
BA, Cum Laude, Mathematics
Francis M. Celona, CPA Francis M. Celona, CPA's Tompkins Financial Advisors Experience September 2007 - December 2011
Job President, Francis M. Celona, CPA, PC
Industry Accounting
Experience
Francis M. Celona, CPA, PC January 2012 - Present
Tompkins Financial Advisors September 2007 - December 2011
Salmin, Celona, Wehrle & Flaherty, LLP CPAs January 1993 - August 2007
Skills
Accounting, Tax, Small Business, Tax Preparation, Income Tax, CPA, Tax Returns, Corporate Tax, Tax Accounting, Financial Reporting, Sales Tax, S Corporations, Estate Planning, General Ledger, Payroll, Estate Tax Planning, Finance, Financial Analysis
Education
Saint John Fisher College 1973 — 1977
Bachelor of Science (B.S.), Accounting
Francis M. Celona, CPA, PC January 2012 - Present
Tompkins Financial Advisors September 2007 - December 2011
Salmin, Celona, Wehrle & Flaherty, LLP CPAs January 1993 - August 2007
Skills
Accounting, Tax, Small Business, Tax Preparation, Income Tax, CPA, Tax Returns, Corporate Tax, Tax Accounting, Financial Reporting, Sales Tax, S Corporations, Estate Planning, General Ledger, Payroll, Estate Tax Planning, Finance, Financial Analysis
Education
Saint John Fisher College 1973 — 1977
Bachelor of Science (B.S.), Accounting
Laurie Haelen's Tompkins Financial Advisors Experience August 2011 - Present
Job Sr. Vice President and Managing Director WNY
Industry Financial Services
Experience
Tompkins Financial Advisors August 2011 - Present
Tompkins Financial Advisors January 2007 - August 2011
JP Morgan Chase September 2000 - January 2007
Skills
Portfolio Management, Wealth Management, Banking, Risk Management, Investments, Asset Management, Financial Analysis, Series 7, Finance, Securities
Education
State University of New York College at Geneseo
Tompkins Financial Advisors August 2011 - Present
Tompkins Financial Advisors January 2007 - August 2011
JP Morgan Chase September 2000 - January 2007
Skills
Portfolio Management, Wealth Management, Banking, Risk Management, Investments, Asset Management, Financial Analysis, Series 7, Finance, Securities
Education
State University of New York College at Geneseo
David Kasprzak's Tompkins Financial Advisors Experience July 2010 - May 2012
Job SVP, Investor Relations at Broadstone Real Estate, LLC
Industry Real Estate
Experience
Broadstone Real Estate, LLC May 2012 - Present
Tompkins Financial Advisors July 2010 - May 2012
Generation Capital Management September 2009 - July 2010
Smarsh April 2008 - September 2009
Goldman Sachs Asset Management 2005 - 2008
Skills
Finance
Education
Michigan State University 1986 — 1990
BS
Broadstone Real Estate, LLC May 2012 - Present
Tompkins Financial Advisors July 2010 - May 2012
Generation Capital Management September 2009 - July 2010
Smarsh April 2008 - September 2009
Goldman Sachs Asset Management 2005 - 2008
Skills
Finance
Education
Michigan State University 1986 — 1990
BS
Susan Herendeen, CFP® Susan Herendeen, CFP®'s Tompkins Financial Advisors Experience November 2009 - Present
Job Tompkins Financial Advisors
Industry Financial Services
Experience
Tompkins Financial Advisors November 2009 - Present
Ensemble Financial Services 2006 - 2009
McDonald Investments 1996 - 2005
Education
Alfred University 1992 — 1996
B.S., Business Administration
GlenOak High School
Tompkins Financial Advisors November 2009 - Present
Ensemble Financial Services 2006 - 2009
McDonald Investments 1996 - 2005
Education
Alfred University 1992 — 1996
B.S., Business Administration
GlenOak High School
Sue (Beard) Nassar's Tompkins Financial Advisors Experience January 2011 - Present
Job Staff Accountant at Monroe Plan for Medical Care
Industry Accounting
Experience
Tompkins Financial Advisors January 2011 - Present
Monroe Plan for Medical Care June 2009 - Present
Davie Kaplan January 2009 - April 2009
Spectracom September 2007 - January 2008
Mirror Show Management June 2004 - December 2006
Skills
Accounting, Financial Reporting, Microsoft Excel, Accounts Receivable, Budgets, Microsoft Word, Accounts Payable, Microsoft Office, Internal Controls, PowerPoint, Invoicing, Business Planning, Access, Management, Finance, Financial Statements
Education
St. John Fisher College 2007 — 2008
Accounting Certificate (BA
State University of New York College at Buffalo 1995 — 1999
BA, Theater
Irondequoit High School 1991 — 1995
Tompkins Financial Advisors January 2011 - Present
Monroe Plan for Medical Care June 2009 - Present
Davie Kaplan January 2009 - April 2009
Spectracom September 2007 - January 2008
Mirror Show Management June 2004 - December 2006
Skills
Accounting, Financial Reporting, Microsoft Excel, Accounts Receivable, Budgets, Microsoft Word, Accounts Payable, Microsoft Office, Internal Controls, PowerPoint, Invoicing, Business Planning, Access, Management, Finance, Financial Statements
Education
St. John Fisher College 2007 — 2008
Accounting Certificate (BA
State University of New York College at Buffalo 1995 — 1999
BA, Theater
Irondequoit High School 1991 — 1995
Stephen Krauss, CFA Stephen Krauss, CFA's Tompkins Financial Advisors Experience May 2011 - Present
Job Sr. Wealth Advisor at Tompkins Financial Advisors
Industry Financial Services
Experience
Tompkins Financial Advisors May 2011 - Present
JPMorgan Private Bank May 2005 - May 2011
Education
SUNY Geneseo 1976 — 1980
BA, Sociology and Speech Communications
Warsaw Central
Tompkins Financial Advisors May 2011 - Present
JPMorgan Private Bank May 2005 - May 2011
Education
SUNY Geneseo 1976 — 1980
BA, Sociology and Speech Communications
Warsaw Central
CHRIS KIM (김완철)'s Tompkins Financial Advisors Experience August 2011 - Present
Job CIO at Tompkins Financial Advisors
Industry Investment Management
Experience
Tompkins Financial Advisors August 2011 - Present
Ithaca College September 2008 - Present
Daiwa Securities SMBC Co. Ltd. 2006 - 2008
ABN AMRO Bank N.V. 2003 - 2005
Samsung Securities - USA 2000 - 2003
Skills
Investments, Portfolio Management, Technical Analysis, Alternative Investments
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Decision Science
Michigan State University
Bachelor of Science (B.S.)
Tompkins Financial Advisors August 2011 - Present
Ithaca College September 2008 - Present
Daiwa Securities SMBC Co. Ltd. 2006 - 2008
ABN AMRO Bank N.V. 2003 - 2005
Samsung Securities - USA 2000 - 2003
Skills
Investments, Portfolio Management, Technical Analysis, Alternative Investments
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Decision Science
Michigan State University
Bachelor of Science (B.S.)
Liz Ochoa's Tompkins Financial Advisors Experience February 2013 - July 2014
Job Trust Advisor
Industry Financial Services
Experience
Loring, Wolcott & Coolidge August 2014 - Present
Tompkins Financial Advisors February 2013 - July 2014
Sontag Advisory May 2012 - December 2012
AXA Equitable July 2008 - May 2012
AXA Equitable October 2006 - July 2008
AXA Equitable July 2002 - October 2006
State Bar of Michigan January 1999 - December 2001
Skills
Estate Planning, Tax, Succession Planning, Trusts, Non-profits, Insurance, Legal Research, Estate Tax Planning, Asset Protection, Public Speaking, Investments, Series 7, Strategic Financial..., Wealth Management, Retirement Planning, High Net Worth..., Securities, Mutual Funds, Asset Managment, Wealth, Nonprofits, Wealth Management..., Asset Allocation, Investment Advisory, Investment Management, Retirement, Fixed Annuities, Financial Planners, Asset Management, Financial Advisory, Financial Services, Estate Law, Equities, Life Insurance, Investment Strategies, Personal Finance, Financial Planning
Education
University of Denver - Sturm College of Law 2002 — 2005
LLM
Thomas M. Cooley Law School 1998 — 2001
JD
Michigan State University 1993 — 1998
B.A.
Loring, Wolcott & Coolidge August 2014 - Present
Tompkins Financial Advisors February 2013 - July 2014
Sontag Advisory May 2012 - December 2012
AXA Equitable July 2008 - May 2012
AXA Equitable October 2006 - July 2008
AXA Equitable July 2002 - October 2006
State Bar of Michigan January 1999 - December 2001
Skills
Estate Planning, Tax, Succession Planning, Trusts, Non-profits, Insurance, Legal Research, Estate Tax Planning, Asset Protection, Public Speaking, Investments, Series 7, Strategic Financial..., Wealth Management, Retirement Planning, High Net Worth..., Securities, Mutual Funds, Asset Managment, Wealth, Nonprofits, Wealth Management..., Asset Allocation, Investment Advisory, Investment Management, Retirement, Fixed Annuities, Financial Planners, Asset Management, Financial Advisory, Financial Services, Estate Law, Equities, Life Insurance, Investment Strategies, Personal Finance, Financial Planning
Education
University of Denver - Sturm College of Law 2002 — 2005
LLM
Thomas M. Cooley Law School 1998 — 2001
JD
Michigan State University 1993 — 1998
B.A.
Jennifer Fogler's Tompkins Financial Advisors Experience May 2009 - December 2013
Job Portfolio Manager at Tompkins Financial Advisors
Industry Financial Services
Experience
Ithaca College September 2011 - December 2013
Tompkins Financial Advisors May 2009 - December 2013
Merrill Lynch August 2008 - January 2009
Miller Freeman April 1994 - 1998
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Mutual Funds, Equities, Alternative Investments, Uniform Combined State...
Education
SUNY Ulster 2014 — 2014
Psychology
Saint Thomas Aquinas College 2004 — 2006
MST, Secondary Education and Teaching
Rider University 1988 — 1992
BA, Political Science, English Literature
Ithaca College September 2011 - December 2013
Tompkins Financial Advisors May 2009 - December 2013
Merrill Lynch August 2008 - January 2009
Miller Freeman April 1994 - 1998
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Mutual Funds, Equities, Alternative Investments, Uniform Combined State...
Education
SUNY Ulster 2014 — 2014
Psychology
Saint Thomas Aquinas College 2004 — 2006
MST, Secondary Education and Teaching
Rider University 1988 — 1992
BA, Political Science, English Literature
Tami Spindle-Amici's Tompkins Financial Advisors Experience October 2012 - Present
Job Vice President, Trust Tax & Estate Officer at Tompkins Financial Advisors
Industry Banking
Experience
Tompkins Financial Advisors October 2012 - Present
Tompkins Trust Company March 2008 - September 2012
Education
James Madison University 1987 — 1991
Tompkins Financial Advisors October 2012 - Present
Tompkins Trust Company March 2008 - September 2012
Education
James Madison University 1987 — 1991
Sarah Fordyce's Tompkins Financial Advisors Experience February 2014 - April 2014
Job Tax Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
Tompkins Financial Advisors February 2014 - April 2014
PwC June 2013 - August 2013
Dannible & McKee, LLP June 2012 - February 2013
Skills
Tax Preparation, Accounting, Tax, Microsoft Excel, PowerPoint, Tax Returns, Microsoft Office, Microsoft Word, Financial Accounting, QuickBooks, Auditing, Financial Reporting
Education
St. John Fisher College 2013 — 2014
Master of Business Administration (M.B.A.), Accounting, 3.2
Saint John Fisher College 2009 — 2013
Bachelor of Science (BS), Accounting
PwC July 2014 - Present
Tompkins Financial Advisors February 2014 - April 2014
PwC June 2013 - August 2013
Dannible & McKee, LLP June 2012 - February 2013
Skills
Tax Preparation, Accounting, Tax, Microsoft Excel, PowerPoint, Tax Returns, Microsoft Office, Microsoft Word, Financial Accounting, QuickBooks, Auditing, Financial Reporting
Education
St. John Fisher College 2013 — 2014
Master of Business Administration (M.B.A.), Accounting, 3.2
Saint John Fisher College 2009 — 2013
Bachelor of Science (BS), Accounting
Caitlin Blackman's Tompkins Financial Advisors Experience March 2014 - Present
Job Loan Servicing Specialist at Tompkins Financial Corporation
Industry
Experience
Tompkins Financial Advisors March 2014 - Present
Global Tungsten and Powders Corporation June 2013 - August 2013
Tompkins Cortland Community College February 2013 - April 2013
Global Tungsten and Powders Corporation May 2012 - August 2012
Skills
Payroll, Office Procedures, Microsoft Office, Meeting Scheduling, Customer Service, Accurate Data Entry, Electronic Filing, Organizational..., Word Processing, Communication Skills, Docuware, Letter Writing, Mortgage Discharge..., Data Entry, Spreadsheets, Data Management, Mortgage Servicing
Education
Tompkins Cortland Community College 2011 — 2013
Associate's degree, Office Management/Administration, 3.443
Tompkins Financial Advisors March 2014 - Present
Global Tungsten and Powders Corporation June 2013 - August 2013
Tompkins Cortland Community College February 2013 - April 2013
Global Tungsten and Powders Corporation May 2012 - August 2012
Skills
Payroll, Office Procedures, Microsoft Office, Meeting Scheduling, Customer Service, Accurate Data Entry, Electronic Filing, Organizational..., Word Processing, Communication Skills, Docuware, Letter Writing, Mortgage Discharge..., Data Entry, Spreadsheets, Data Management, Mortgage Servicing
Education
Tompkins Cortland Community College 2011 — 2013
Associate's degree, Office Management/Administration, 3.443
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY