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Lauren Kolb Cws

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Lauren Kolb Cws

SVP Senior Wealth Advisor | Tompkins Financial Advisors

City of Rochester, New York, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Lauren Kolb Cws

Work Experience

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SVP Senior Wealth Advisor at

Tompkins Financial Advisors

August 2018 - Present

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CNB Wealth Management - Senior Vice President, Senior Wealth Consultant at

Canandaigua National Bank & Trust

April 2017 - August 2018

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Senior Vice President of Business Development at

Genesee Valley Trust Co

August 2013 - March 2018

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Senior Vice President of Business Development and Client Services at

Genesee Valley Trust Co

January 2016 - March 2018

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Assistant Vice President; Community Office Sales Manager at

Canandaigua National Bank And Trust

December 2008 - August 2013

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Financial Service Representative at

Canandaigua National Bank And Trust

April 2007 - December 2008

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Customer Services Representative at

Canandaigua National Bank

June 2006 - April 2007

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Float Teller at

Canandaigua National Bank

February 2006 - June 2006

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Director of WOW; Restaurant Manager at

Steamboat Landing

April 2003 - February 2006

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Professional Singer, Dancer, Actor, Choreographer at

Independent Contractor

January 1984 - May 2004

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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

mail

***********@tompkinsfinancialadvisors.com

**@geneseevalleytrust.com

*****@cnbank.com

*****@tompkinsfinancial.com

Colleagues

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Geoff Blyth

SVP, Chief Investment Officer

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Tami Spindle-Amici Ea Ctfa

Vice President, Fiduciary Tax Services Manager

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Tara Masters

Senior Vice President, Chief Operations Officer

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Doug Kallet

VP | Wealth Advisor

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Lawrence Gore

Senior Vice President

John Lawson

Vice President, Executive Compensation

Welch Bill

Vice President

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