Andrew Michael DeFran

Andrew Michael DeFran

Corporate Officer/Principal en Tompkins Community Bank .

Finance
Consumer Services

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

EmpresasCargoInicio
Corporate Officer/Principal 01/01/2014
Todos los cargos activos de Andrew Michael DeFran

Formación de Andrew Michael DeFran.

Western Michigan University Undergraduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Andrew Michael DeFran.

Relaciones

39

Relaciones de 1er grado

2

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas1

Finance

Ver las conexiones de la empresa
  1. Bolsa de valores
  2. Insiders
  3. Andrew Michael DeFran
-40% Oferta por Tiempo Limitado: Nuestras suscripciones le guían hacia las mejores inversiones del mañana.
APROVÉCHELO AHORA