Andrew Michael DeFran
Corporate Officer/Principal en Tompkins Community Bank .
Perfil
Mr. Andrew M.
DeFran is Trader & Analyst at Tompkins Trust Co. He manages the portfolios of trust clients by maintaining proper asset allocation through trading with consideration to tax consequences and cash flow needs.
As a member of the investment committee, he works with the group to evaluate Tompkins Strategies Model Portfolio holdings through constant monitoring and research.
He works closely with the CIO, Chris Kim, to administer the Tompkins Financial Advisor’s investment program in a supporting capacity.
He joined Tompkins in 2014.
He received his undergraduate degree from Western Michigan University.
As a Chartered Retirement Planning Councilor, he is certified by the College for Financial Planning, one of the most respected professional organizations in the financial services industry.
Cargos activos de Andrew Michael DeFran
Empresas | Cargo | Inicio |
---|---|---|
Tompkins Community Bank
Tompkins Community Bank Regional BanksFinance Tompkins Community Bank is a subsidiary of Tompkins Trustco, Inc. (AMEX: TMP). The firm is headquartered in New York. | Corporate Officer/Principal | 01/01/2014 |
Formación de Andrew Michael DeFran.
Western Michigan University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 1 |
---|---|
Tompkins Community Bank
Tompkins Community Bank Regional BanksFinance Tompkins Community Bank is a subsidiary of Tompkins Trustco, Inc. (AMEX: TMP). The firm is headquartered in New York. | Finance |
- Bolsa de valores
- Insiders
- Andrew Michael DeFran