Stacy Bertot Email & Phone Number
Vice President, TFA Compliance Officer @ Tompkins Financial Advisors
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Stacy Bertot Location
- Ithaca, NY, US
Stacy Bertot Work
- 2020 -now Vice President, TFA Compliance Officer @
- 1988 -now AVP, Senior Trust Administration Manager @ Tompkins Trust Company
Stacy Bertot Skills
- Banking
- Portfolio Management
- Investments
- Wealth Management Services
- Microsoft Excel
- Financial Services
- Trust Services
- Relationship Management
- Wealth Management
- Project Management
- Asset Management
- Equities
- Mutual Funds
- Fixed Income
- Management
- Risk Management
- Securities
- Financial Analysis
- Business Relationship Management
Stacy Bertot Summary
- Stacy Bertot, based in Ithaca, NY, US, is currently a Vice President, TFA Compliance Officer at Tompkins Financial Advisors. Stacy Bertot brings experience from previous roles at Tompkins Trust Company. With a robust skill set that includes Banking, Portfolio Management, Investments, Wealth Management Services, Microsoft Excel and more. Stacy Bertot has 1 emails and 1 mobile phone numbers on RocketReach.
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