Directory

>

Doug Kallet

avatar

Doug Kallet

VP | Wealth Advisor | Tompkins Financial Advisors

City of Rochester, New York, United States

View contact details (it's free)

Doug Kallet

Summary

Doug Kallet is a seasoned Vice President and Wealth Advisor with extensive experience in the banking and financial sectors. Currently serving at Tompkins Financial Advisors, he has a rich background that spans various roles in financial planning, analysis, and strategy. Doug's career includes significant tenures at reputable institutions such as Wells Fargo and Five Star Bank, where he honed his expertise in capital markets and enterprise risk management. His educational credentials include an MBA from the University of Rochester's Simon Business School and a Bachelor's in Finance and Marketing from Le Moyne College. Doug is passionate about leveraging his financial acumen to guide clients toward achieving their wealth management goals. He is known for his strategic thinking and ability to navigate complex financial landscapes. Outside of his professional endeavors, Doug is likely to engage in community initiatives, reflecting his commitment to social responsibility. His adaptability and leadership skills position him as a key player in the wealth advisory space.

General

Specialist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Doug Kallet

Work Experience

company logo

VP | Wealth Advisor at

Tompkins Financial Advisors

May 2024 - Present

company logo

Financial Planning & Analysis | Treasury Management at

QED Technologies International LLC

January 2023 - May 2024

company logo

Senior Consultant at

Actel Advisory Group

January 2022 - January 2023

company logo

Enterprise Risk & Strategy at

Five Star Bank

January 2019 - January 2022

company logo

Capital Markets at

Wells Fargo & Company

January 2015 - January 2019

company logo

Strategy Analyst at

Wells Fargo & Company

January 2014 - January 2015

Logos provided by Logo.dev

Doug Kallet

Education

University of Rochester - Simon Business School , Master Of Business Administration - Mba

Le Moyne College, Bachelor Of Science - Bs

Frequently Asked Questions about Doug Kallet

What company does Doug Kallet work for?

Doug Kallet is a VP | Wealth Advisor at Tompkins Financial Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Doug Kallet graduated from?

Doug Kallet holds a degree in from University of Rochester - Simon Business School .

Who is Doug Kallet?

Doug Kallet is a seasoned Vice President and Wealth Advisor with extensive experience in the banking and financial sectors. Currently serving at Tompkins Financial Advisors, he has a rich background that spans various roles in financial planning, analysis, and strategy. Doug's career includes significant tenures at reputable institutions such as Wells Fargo and Five Star Bank, where he honed his expertise in capital markets and enterprise risk management. His educational credentials include an MBA from the University of Rochester's Simon Business School and a Bachelor's in Finance and Marketing from Le Moyne College. Doug is passionate about leveraging his financial acumen to guide clients toward achieving their wealth management goals. He is known for his strategic thinking and ability to navigate complex financial landscapes. Outside of his professional endeavors, Doug is likely to engage in community initiatives, reflecting his commitment to social responsibility. His adaptability and leadership skills position him as a key player in the wealth advisory space.

Doug`s contact details

Colleagues

avatar
Geoff Blyth

SVP, Chief Investment Officer

avatar
Tami Spindle-Amici Ea Ctfa

Vice President, Fiduciary Tax Services Manager

avatar
Tara Masters

Senior Vice President, Chief Operations Officer

avatar
Lauren Kolb Cws

SVP Senior Wealth Advisor

avatar
Lawrence Gore

Senior Vice President

John Lawson

Vice President, Executive Compensation

Welch Bill

Vice President

View Contact details (it's free)
Request Profile Removal