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Doug Kallet
Doug Kallet
VP | Wealth Advisor | Tompkins Financial Advisors
City of Rochester, New York, United States
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.
Doug Kallet
Work Experience
VP | Wealth Advisor at
Tompkins Financial Advisors
May 2024 - Present
Financial Planning & Analysis | Treasury Management at
QED Technologies International LLC
January 2023 - May 2024
Senior Consultant at
Actel Advisory Group
January 2022 - January 2023
Enterprise Risk & Strategy at
Five Star Bank
January 2019 - January 2022
Capital Markets at
Wells Fargo & Company
January 2015 - January 2019
Strategy Analyst at
Wells Fargo & Company
January 2014 - January 2015
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
SVP, Chief Investment Officer
Vice President, Fiduciary Tax Services Manager
Senior Vice President, Chief Operations Officer
SVP Senior Wealth Advisor
Senior Vice President
Vice President, Executive Compensation
Vice President