JOHN A. POLI, CLU, CHFC, AEP
John Poli is a vice president and senior trust officer responsible for working with current and prospective clients in managing their investable assets, planning their estates and administering living, irrevocable, testamentary and charitable trusts. Prior to joining Tompkins in 2002, John spent 17 years in trust services, 12 of those years as trust department manager.
EDUCATION & CERTIFICATIONS |
PREVIOUS EXPERIENCE |
AFFILIATIONS & MEMBERSHIPS |
|---|---|---|
| BS, State University of New York at Cortland Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations from The American College Accredited Estate Planner (AEP) designation, nominated by the Estate Planning Council of Central New York and approved by the National Association of Estate Planning Councils | Trust Department Manager Alliance Bank, N.A. (formerly First National Bank of Cortland) |
President Board Member Board Member Board Member Member Member |