Michael Hendrickson Email & Phone Number
Wealth Manager @ Tompkins Financial Advisors
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Michael Hendrickson Location
- Exton, PA, US
Michael Hendrickson Work
- 2023 -now Wealth Manager @
- 2022 -2023 Wealth Manager Associate @
- 2021 -2022 Financial Advisor @
- 2019 -2021 Financial Advisor @
- 2018 -2019 Registered Investment Advisor @ CMG Capital Management Group
- 2015 -2018 Senior Relationship Manager - Advisor Services @
- 2011 -2015 Advisor Sales Consultant @
- 2004 -2011 Wealth Management Specialist @
Michael Hendrickson Education
- Saint Joseph's University
MBA
- Penn State University
Bachelor of Science (B.S.) (Marketing)
- Penn State University
Michael Hendrickson Skills
- ERISA
- Qualified Retirement Plans
- Defined Benefit
- Financial Planning
- Business Development
- Account Management
- Retirement Planning
- Sales
- Investments
- Financial Services
- Project Management
- Financial Analysis
- Insurance
- Agile Project Management
- Mutual Funds
- Financial Modeling
- Marketing Strategy
- Investment Strategies
- Finance
- Tax Preparation
- Estate Planning
- Wealth Management
- Business Process Improvement
- Portfolio Management
- Investment Management
- Customer Experience
- Operational Excellence
- Microsoft Excel
- PowerPoint
- Leadership
- Management
- Customer Service
- Team Leadership
- Client Services
- Certified Financial Planner
- ETFs
- Annuity Sales
- Indexed Annuities
- Voice of the Customer
- Relationship Management
- FINRA
- series 65
- High Net Worth Individuals
- Process Excellence
- Continuous Process Improvement
- Root Cause Problem Solving
- Productivity Improvement
- Continuous Improvement
Michael Hendrickson Summary
- Michael Hendrickson, based in Exton, PA, US, is currently a Wealth Manager at Tompkins Financial Advisors. Michael Hendrickson brings experience from previous roles at Haas Financial Group, RiversEdge Advisors, LLC, Certior Financial Group, LLC and CMG Capital Management Group. Michael Hendrickson holds a MBA @ Saint Joseph's University. With a robust skill set that includes ERISA, Qualified Retirement Plans, Defined Benefit, Financial Planning, Business Development and more. Michael Hendrickson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Tompkins Financial Advisors Employees
Aaron Rowe
Vice President, Trust Counsel
Rochester, NY, US
Geoff Blyth
SVP, Chief Investment Officer
Port St. Lucie, FL, US
Megan Burke
VP, Sr. Wealth Advisor
New York, United States
Brendan Fuller
SVP, Director of Financial Planning
New York, NY, US
Michael Proctor
Managing Director
Rochester, NY, US
Evan Carr
Managing Director of Western NY
Rochester, NY, US
John Lawson
Vice President, Executive Compensation
New York, United States
Tara Masters
Senior Vice President, Chief Operations Officer
Ithaca, NY, US
Jennifer Alfieri
Chief Fiduciary Officer
Syracuse, NY, US
Tami Spindle-Amici
Vice President, Fiduciary Tax Services Manager
Jacksonville, FL, US
Heather Berry
Vice President and Trust Officer
Syracuse, NY, US
Michael Hendrickson
Wealth Manager
Exton, PA, US
Stacy Bertot
Vice President, TFA Compliance Officer
Ithaca, NY, US
Eric Taylor
President
Ithaca, NY, US
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