Karen Quinn is a Wealth Management Assistant for Tompkins Financial Advisors. Karen joined Tompkins in 2021, and is responsible for supporting the Senior Financial Advisor, proactively anticipating client and advisor needs, preparation and processing client documentation, maintenance of accounts, new account openings, as well as constantly building long-term client relationships. With her extensive financial background, Karen brings more than 20 years of experience to Tompkins Financial.
Prior to joining Tompkins Karen worked as the Client Relationship Manager for Clear View Financial Services, LLC where she managed office operations, assisted Senior Financial Advisors with portfolio presentations and coordinated client appreciation events. She earned her Bachelor of the Arts from Rochester Institute of Technology.
Residing in Fairport, Karen enjoys spending time with her husband John and their children, William and Samantha.
EDUCATION & CERTIFICATIONS
Rochester Institute of Technology
|Clear View Financial Services, LLC
Five Star Bank
County of Wyoming
Town of Genesee Falls