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 @ Tompkins Financial Advisors
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

see less

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 2 emails and 1 mobile phone numbers on RocketReach.

Stacy Bertot Emails

Found 2 emails

Stacy Bertot Phone Numbers

Found 1 phone numbers

+1 607-351-XXXX

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