Michael Proctor Email & Phone Number
Managing Director @ Tompkins Financial Advisors
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Michael Proctor Location
- Rochester, NY, US
Michael Proctor Work
- 2025 -now Managing Director @
- 2022 -2025 Market Director of Wealth @ J.P. Morgan Wealth Management
- 2007 -2022 SVP Regional Manager @
- 2004 -2007 Financial consultant @
- 1997 -2004 Financial consultant @
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
- Finance
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Risk Management
- Asset Management
- Series 24
- Uniform Combined State
- Management
- Retirement
- Series 65
- Series 7
- Securities
- Leadership
- Communication
- Strategic Planning
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 2 mobile phone numbers on RocketReach.
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