• Director of Financial

    Tompkins Community Bank (Blue Bell, PA)
    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 theā€¦ more
    Tompkins Community Bank (11/16/24)
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