Michael Proctor Location
Rochester, NY, US
Michael Proctor Work
- 2025 - now Managing Director @ Tompkins Financial Advisors
- 2022 - 2025 Market Director of Wealth @ J.P. Morgan Wealth Management
- 2007 - 2022 SVP Regional Manager @ Citizens Securities, Inc.
- 2004 - 2007 Financial consultant @ HSBC
- 1997 - 2004 Financial consultant @ JPMorgan Chase & Co.
Michael Proctor Education
- State University of New York College at Brockport
Bachelor of Business Administration (B.B.A.) (Finance, General)
1990 - 1993
Michael Proctor Skills
- Series 63
- Financial Advisory
- Banking
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Investments
- Relationship Management
- Series 6
Michael Proctor Summary
Michael Proctor, based in Rochester, NY, US, is currently a Managing Director at Tompkins Financial Advisors. Michael Proctor brings experience from previous roles at J.P. Morgan Wealth Management, Citizens Investment Services, HSBC and JPMorgan Chase. Michael Proctor holds a 1990 - 1993 Bachelor of Business Administration (B.B.A.) in Finance, General @ State University of New York College at Brockport. With a robust skill set that includes Series 63, Financial Advisory, Banking, Fixed Annuities, Insurance and more. Michael Proctor has 3 emails and 1 mobile phone numbers on RocketReach.
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