Michael Hendrickson Email & Phone Number
Wealth Manager @ Tompkins Financial Advisors
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Michael Hendrickson Location
- Exton, PA, US
Michael Hendrickson Work
- Wealth Manager @ (April 2023 - Present)
- Wealth Manager Associate @ (September 2022 - February 2023)
- Financial Advisor @ (September 2021 - July 2022)
- Financial Advisor @ (October 2019 - September 2021)
- Registered Investment Advisor @ CMG Capital Management Group (December 2018 - September 2019)
- Senior Relationship Manager - Advisor Services @ (August 2015 - October 2018)
- Advisor Sales Consultant @ (November 2011 - August 2015)
- Wealth Management Specialist @ (November 2004 - November 2011)
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
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Rochester, NY, US
Geoff Blyth
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Megan Burke
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Brendan Fuller
SVP, Director of Financial Planning
Philadelphia, PA, US
John Shea
Senior Portfolio Manager
Binghamton, NY, US
Lawrence Gore
Senior Vice President
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Evan Carr
Managing Director of Western NY
Rochester, NY, US
John Lawson
Vice President, Executive Compensation
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Welch Bill
Vice President
Naples, FL, US
Doug Kallet
VP | Wealth Advisor
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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
Stacy Bertot
Vice President, TFA Compliance Officer
Ithaca, NY, US
Bill Murphy
Vice President - Senior Wealth Advisor
Ithaca, NY, US
William Winters
Managing Director
Delray Beach, FL, US
Matthew Hedge
Vice President
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Eric Taylor
President
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