Bob Case Location
Corning, NY, US
Bob Case Work
- 2024 - now Chief Client Family Services Officer @ Market Street Trust Company
- 2022 - 2024 Director of Client Family Services @ Market Street Trust Company
- 2019 - 2022 Senior Relationship Manager @ Market Street Trust Company
- 2017 - 2019 Financial Advisor and Vice President @ Tompkins Financial Advisors
- 2014 - 2017 Business Banking Relationship Manager and Assistant Vice President @ M&T Bank
- 2011 - 2014 Branch Manager and Banking Officer @ M&T Bank
- 2009 - 2011 Multi-Site Branch Manager @ Generations Bank
- 2008 - 2009 Business Development Officer @ Elmira Savings Bank
Bob Case Education
- College for Financial Planning
Coursework for Certified Financial Planner Designation
2017 - 2020 - Keuka College
Master of Science (Business Management)
2007 - 2008 - Keuka College
Bachelor of Science (Organizational Management)
2004 - 2007
- Cayuga Community College
Associate’s Degree (Telecommunications)
1999 - 2002
Bob Case Skills
- Banking
- Customer Service
- Microsoft Office
- Financial Analysis
- Public Speaking
- Refinance
- Business Strategy
- Insurance
- Series 6
- Series 63
Bob Case Summary
Bob Case, based in Corning, NY, US, is currently a Chief Client Family Services Officer at Market Street Trust Company. Bob Case brings experience from previous roles at Market Street Trust Company, Tompkins Financial Advisors and M&T Bank. Bob Case holds a 2017 - 2020 Coursework for Certified Financial Planner Designation @ College for Financial Planning. With a robust skill set that includes Banking, Customer Service, Microsoft Office, Financial Analysis, Public Speaking and more. Bob Case has 1 emails on RocketReach.
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Kara Pass
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Ross Miller
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Rosa Dolce
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