Wealth Management Assistant Ii
CurrentLead Wealth Management Assistant for Central NY with 10+ yrs experience assisting Wealth Advisors in a highly competitive financial industry in today’s economy.
Mar 2011 - Present
AeroLeads people directory · profile
Karen Ashley Email & Phone Number
Wealth Management Assistant II
at
Tompkins Financial Advisors
1 work email found
@tompkinsfinancialadvisors.com
2 phones found area 607
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Management Assistant II
Location
United States
Company size
Who is Karen Ashley? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Karen Ashley is listed as Wealth Management Assistant II at Tompkins Financial Advisors, a with 46 employees, based in United States. AeroLeads shows a work email signal at tompkinsfinancialadvisors.com, phone signal with area code 607, and a matched LinkedIn profile for Karen Ashley.
Karen Ashley previously worked as Customer Service Representative at Tompkins Trust Company and Associate Manager at Citi. Karen Ashley holds Associate'S Degree, Administrative Assistant And Secretarial Science, General from Suny Canton.
Company email context
Email format at Tompkins Financial Advisors
This section adds company-level context without repeating Karen Ashley's masked contact details.
{first_initial}{last}@tompkinsfinancialadvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Karen Ashley. Compare company email patterns before reaching out.
Profile bio
About Karen Ashley
After 15 years of doing mortgage and loans, it came to my surprise how much I love the investment industry. I enjoy educating people with the realization that their future goals need to begin early in life in order to achieve them successfully.
Current workplace
Karen Ashley's current company
Company context helps verify the profile and gives searchers a useful next step.
Tompkins Financial Advisors
4 roles
Karen Ashley work experience
A career timeline built from the work history available for this profile.
Customer Service Representative
Tompkins Trust Company
Aug 2008 - Mar 2011
Associate Manager
I was involved with doing home equity loans, refinances of mortgages, consumer loans, auto loans and consolidations for customers to enhance their financial situations. I also handled collections accounts to maintain a certain percentage of profit and loss to my branch.
Aug 1998 - Aug 2008
Assistant Manager
American General Financial Services
Jan 1994 - Aug 1998
Team & coworkers
Colleagues at Tompkins Financial Advisors
Other employees you can reach at tompkinsfinancialadvisors.com. View company contacts for 46 employees →
KA
Karen Ashley
Colleague at Tompkins Financial AdvisorsTompkins County, New York, United States
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PR
Peggy Reed
Colleague at Tompkins Financial AdvisorsTompkins County, New York, United States
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SM
Shannon Manville
Colleague at Tompkins Financial AdvisorsFountain Valley, California, United States
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HB
Heather Berry
Colleague at Tompkins Financial AdvisorsSyracuse, New York, United States
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TC
Thomas Cannon
Colleague at Tompkins Financial AdvisorsIthaca, New York, United States
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MH
Matthew Hedge
Colleague at Tompkins Financial AdvisorsIthaca, New York, United States
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JR
Jessica Rossi
Colleague at Tompkins Financial AdvisorsIthaca, New York, United States
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DA
Derick A.
Colleague at Tompkins Financial AdvisorsMount Vernon, New York, United States
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JL
John Lawson
Colleague at Tompkins Financial AdvisorsPittsford, New York, United States
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EW
Eric W. Taylor, Cfa
Colleague at Tompkins Financial AdvisorsIthaca, New York, United States
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Karen Ashley
Colleague at Tompkins Financial AdvisorsTompkins County, New York, United States
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PR
Peggy Reed
Colleague at Tompkins Financial AdvisorsTompkins County, New York, United States
View →
SM
Shannon Manville
Colleague at Tompkins Financial AdvisorsFountain Valley, California, United States
View →
HB
Heather Berry
Colleague at Tompkins Financial AdvisorsSyracuse, New York, United States
View →
TC
Thomas Cannon
Colleague at Tompkins Financial AdvisorsIthaca, New York, United States
View →
MH
Matthew Hedge
Colleague at Tompkins Financial AdvisorsIthaca, New York, United States
View →
JR
Jessica Rossi
Colleague at Tompkins Financial AdvisorsIthaca, New York, United States
View →
DA
Derick A.
Colleague at Tompkins Financial AdvisorsMount Vernon, New York, United States
View →
JL
John Lawson
Colleague at Tompkins Financial AdvisorsPittsford, New York, United States
View →
EW
Eric W. Taylor, Cfa
Colleague at Tompkins Financial AdvisorsIthaca, New York, United States
View →
1 education record
Karen Ashley education
FAQ
Frequently asked questions about Karen Ashley
Quick answers generated from the profile data available on this page.
What company does Karen Ashley work for?
Karen Ashley works for Tompkins Financial Advisors.
What is Karen Ashley's role at Tompkins Financial Advisors?
Karen Ashley is listed as Wealth Management Assistant II at Tompkins Financial Advisors.
What is Karen Ashley's email address?
AeroLeads has found 1 work email signal at @tompkinsfinancialadvisors.com for Karen Ashley at Tompkins Financial Advisors.
What is Karen Ashley's phone number?
AeroLeads has found 2 phone signal(s) with area code 607 for Karen Ashley at Tompkins Financial Advisors.
Where is Karen Ashley based?
Karen Ashley is based in United States while working with Tompkins Financial Advisors.
What companies has Karen Ashley worked for?
Karen Ashley has worked for Tompkins Financial Advisors, Tompkins Trust Company, Citi, and American General Financial Services.
Who are Karen Ashley's colleagues at Tompkins Financial Advisors?
Karen Ashley's colleagues at Tompkins Financial Advisors include Karen Ashley, Peggy Reed, Shannon Manville, Heather Berry, and Thomas Cannon.
How can I contact Karen Ashley?
You can use AeroLeads to view verified contact signals for Karen Ashley at Tompkins Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Karen Ashley attend?
Karen Ashley holds Associate'S Degree, Administrative Assistant And Secretarial Science, General from Suny Canton.
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