Amanda Luebstorff is a wealth management assistant lead with Tompkins Financial Advisors. In this role, she works closely with senior wealth advisors, providing clients with ongoing support and delivering an unrivaled client experience. This includes the preparation of performance reports, account maintenance and day-to-day client service, as well as processing new business.
Amanda previously served as the executive assistant to senior leadership at the Genesee Valley Trust Company, and most recently CNB Wealth Management. Her scope of responsibilities included preparation, coordination, and administrative efforts to support monthly Board of Directors and Trust Committee meetings, coordination and construction of requests for proposals, as well as client service and special events.
Amanda earned her associate degree from Alfred State College in Liberal Arts, and continued her studies at the University at Buffalo in Communication Design.
EDUCATION & CERTIFICATIONS
|Associate degree, Liberal Arts
Alfred State College
New York State
|Genesee Valley Trust Company
CNB Wealth Management