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Lauren Kolb Cws
Lauren Kolb Cws
SVP Senior Wealth Advisor | Tompkins Financial Advisors
City of Rochester, New York, United States
Lauren Kolb Cws
Summary
Lauren Kolb is a seasoned financial services professional with a strong focus on wealth management and client relations. Currently serving as SVP Senior Wealth Advisor at Tompkins Financial Advisors, she has a proven track record of enhancing client satisfaction and driving business growth. With a rich background that includes leadership roles in various financial institutions, Lauren is known for her consultative approach and emotional intelligence in managing high net worth portfolios. Her commitment to professional development is evident in her numerous awards and recognitions, including the prestigious Athena Award. Beyond her financial acumen, Lauren has a unique history in the performing arts, showcasing her versatility and creativity. She actively supports women in leadership initiatives and community development, reflecting her passion for mentorship and empowerment. Lauren's educational credentials, including a Master's degree in Strategic Leadership, further bolster her expertise in navigating complex financial landscapes. Her motto, 'Life is not a dress rehearsal,' drives her to make the most of every opportunity.
Lauren Kolb Cws
Work Experience
SVP Senior Wealth Advisor at
Tompkins Financial Advisors
August 2018 - Present
CNB Wealth Management - Senior Vice President, Senior Wealth Consultant at
Canandaigua National Bank & Trust
April 2017 - August 2018
Senior Vice President of Business Development at
Genesee Valley Trust Co
August 2013 - March 2018
Senior Vice President of Business Development and Client Services at
Genesee Valley Trust Co
January 2016 - March 2018
Assistant Vice President; Community Office Sales Manager at
Canandaigua National Bank And Trust
December 2008 - August 2013
Financial Service Representative at
Canandaigua National Bank And Trust
April 2007 - December 2008
Customer Services Representative at
Canandaigua National Bank
June 2006 - April 2007
Float Teller at
Canandaigua National Bank
February 2006 - June 2006
Director of WOW; Restaurant Manager at
Steamboat Landing
April 2003 - February 2006
Professional Singer, Dancer, Actor, Choreographer at
Independent Contractor
January 1984 - May 2004
Lauren Kolb Cws
Education
Cannon Financial Institute, Certified Wealth Strategist (Cws®)
January 2014 - January 2015
Roberts Wesleyan College, Master Of Science
January 2010 - January 2012
Roberts Wesleyan College, Bachelor Of Science
January 2008 - January 2010
Frequently Asked Questions about Lauren Kolb Cws
What is Lauren Kolb Cws email address?
Lauren Kolb Cws's primary email address is ***********@tompkinsfinancialadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Lauren Kolb Cws work for?
Lauren Kolb Cws is a SVP Senior Wealth Advisor at Tompkins Financial Advisors, a company specializing in Monetary Authorities-Central Bank.
Where Lauren Kolb Cws graduated from?
Lauren Kolb Cws holds a degree in Wealth Strategy For High Net Worth Individuals And Entities from Cannon Financial Institute.
How can I directly contact Lauren Kolb Cws?
To contact Lauren Kolb Cws directly, you can use the email address ***********@tompkinsfinancialadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Lauren Kolb Cws?
Lauren Kolb is a seasoned financial services professional with a strong focus on wealth management and client relations. Currently serving as SVP Senior Wealth Advisor at Tompkins Financial Advisors, she has a proven track record of enhancing client satisfaction and driving business growth. With a rich background that includes leadership roles in various financial institutions, Lauren is known for her consultative approach and emotional intelligence in managing high net worth portfolios. Her commitment to professional development is evident in her numerous awards and recognitions, including the prestigious Athena Award. Beyond her financial acumen, Lauren has a unique history in the performing arts, showcasing her versatility and creativity. She actively supports women in leadership initiatives and community development, reflecting her passion for mentorship and empowerment. Lauren's educational credentials, including a Master's degree in Strategic Leadership, further bolster her expertise in navigating complex financial landscapes. Her motto, 'Life is not a dress rehearsal,' drives her to make the most of every opportunity.
Lauren`s contact details
***********@tompkinsfinancialadvisors.com
**@geneseevalleytrust.com
*****@cnbank.com
*****@tompkinsfinancial.com
Colleagues
SVP, Chief Investment Officer
Vice President, Fiduciary Tax Services Manager
Senior Vice President, Chief Operations Officer
VP | Wealth Advisor
Senior Vice President
Vice President, Executive Compensation
Vice President