DeWITT, N.Y. — Tompkins Financial Advisors announced it has promoted Lisa Anne Leonardo to VP, trust operations officer. She previously served as assistant VP and trust operations manager.
In her new role, Leonardo will service corporate custody accounts, perform fee collections, and monitor cash balances. She is also responsible for the training and supervision of staff, coordinating department workflow, and serves as the primary vendor contact for Tompkins Financial Advisors, the firm said in a release.
In addition, Leonardo is treasurer of Gadabout Tours. Previously, she was also the treasurer of Suicide Prevention and Crisis Services. Leonardo graduated from Ithaca College with a bachelor’s degree in management.
Tompkins Financial Advisors is the wealth management firm of Tompkins Financial Corporation. The firm has regional offices in White Plains, Rochester, Ithaca, and southeastern Pennsylvania.
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Photo credit: BJNN file photo of Tompkins Financial Advisors office on Route 5, near Lyndon Corners, in the town of DeWitt (Photo by Raviv Nesher/ BJNN).
