Todd Wilcox Cmfc®, Cfirs®, Aif®
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Todd Wilcox Cmfc®, Cfirs®, Aif® Email & Phone Number

Financial Services Professional at NBT Bank
Location: Sherburne, New York, United States 5 work roles 2 schools
1 work email found @nbtbank.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email t****@nbtbank.com
LinkedIn Profile matched
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Current company
NBT Bank
Role
Financial Services Professional
Location
Sherburne, New York, United States
Company size
994 employees

Who is Todd Wilcox Cmfc®, Cfirs®, Aif®? Overview

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Quick answer

Todd Wilcox Cmfc®, Cfirs®, Aif® is listed as Financial Services Professional at NBT Bank, a company with 994 employees, based in Sherburne, New York, United States. AeroLeads shows a work email signal at nbtbank.com and a matched LinkedIn profile for Todd Wilcox Cmfc®, Cfirs®, Aif®.

Todd Wilcox Cmfc®, Cfirs®, Aif® previously worked as Compliance Officer at Nbt Bank and Compliance Analyst at Nbt Bank. Todd Wilcox Cmfc®, Cfirs®, Aif® holds Bachelor Of Science - Bs, Business/Managerial Economics from State University Of New York College At Cortland.

Company email context

Email format at NBT Bank

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*@nbtbank.com
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AeroLeads found 1 current-domain work email signal for Todd Wilcox Cmfc®, Cfirs®, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Todd Wilcox Cmfc®, Cfirs®, Aif®

Todd Wilcox Cmfc®, Cfirs®, Aif® is a Financial Services Professional at NBT Bank.

Current workplace

Todd Wilcox Cmfc®, Cfirs®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

NBT Bank
Nbt Bank
Financial Services Professional
norwich, new york, united states
Website
nbtbank.com
Employees
994
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Company profile
View company profile Email format
5 roles

Todd Wilcox Cmfc®, Cfirs®, Aif® work experience

A career timeline built from the work history available for this profile.

Compliance Officer

Current
Nbt Bank

Norwich, New York, United States

  • Manage workload and responsibilities of Compliance Analyst
  • Continue to collaborate with NBT Bank auditing team on internal audits as main point of contact for Trust Compliance
  • Work together with KPMG to serve as main point of contact for external audits with Office of the Comptroller of the Currency.
Jan 2020 - Present

Compliance Analyst

Nbt Bank

Norwich, New York, United States

  • Reviewed documents for the Trust Department to ensure compliance with regulations
  • Regularly audited documents provided by Trust officers
  • Collaborated with NBT Bank auditing team on internal audits by providing documentation upon request
  • Managed external audits by Office of the Comptroller of the Currency in conjunction with KPMG, the hired auditing firm.
Mar 2016 - Jan 2020

Operation Team Leader

Nbt Bank

Norwich, New York, United States

  • Oversaw and lead Wealth Management operations team
  • Worked with high-net-worth clients and their advisors
Sep 2015 - Mar 2016

Internal Financial Consultant

Nbt Bank

Norwich, New York, United States

  • Managed assets of small house clients
  • Retained and serviced clients of prior financial representatives no longer with the bank
  • Worked with clients to grow relationships and investments
  • Assisted in transitioning books of business to new representatives
May 2013 - Sep 2015

Chief Compliance Officer

Nbt Capital Management

Norwich, New York, United States

  • Ensure compliance within the Registered Investment Advisory firm under the Investment Advisers Act of 1940
  • Maintain registration of investment advisers (ADV) with Securities & Exchange Commission annually
  • Manage policies and procedures manual for firm as required by SEC
Jul 2020 - Mar 2024
Team & coworkers

Colleagues at NBT Bank

Other employees you can reach at nbtbank.com. View company contacts for 994 employees →

DW Dan Werme Dan Werme Colleague at Nbt Bank South Burlington, Vermont, United States, United States View → KF Kristin Fowlston Kristin Fowlston Colleague at Nbt Bank Chenango County, New York, United States, United States View → DP Daniel Pitner Daniel Pitner Colleague at Nbt Bank Middlebury, Vermont, United States, United States View → SM Sandy Manchester Sandy Manchester Colleague at Nbt Bank Saint Johnsville, New York, United States, United States View → LR Lynn Roorda Lynn Roorda Colleague at Nbt Bank Little Falls Town, New York, United States, United States View → AR Abigail Ryan, Ms, Csa, Ctia Abigail Ryan, Ms, Csa, Ctia Colleague at Nbt Bank Norwich, New York, United States, United States View → NF Norma Forward Norma Forward Colleague at Nbt Bank Bouckville, New York, United States, United States View → ST Sam Tea Sam Tea Colleague at Nbt Bank Reading, England, United Kingdom, United Kingdom View → PB Peter Beames Jr. Peter Beames Jr. Colleague at Nbt Bank Fort Edward, New York, United States, United States View → MP Michael Pepe Michael Pepe Colleague at Nbt Bank Gloversville, New York, United States, United States View →
2 education records

Todd Wilcox Cmfc®, Cfirs®, Aif® education

FAQ

Frequently asked questions about Todd Wilcox Cmfc®, Cfirs®, Aif®

Quick answers generated from the profile data available on this page.

What company does Todd Wilcox Cmfc®, Cfirs®, Aif® work for?

Todd Wilcox Cmfc®, Cfirs®, Aif® works for NBT Bank.

What is Todd Wilcox Cmfc®, Cfirs®, Aif®'s role at NBT Bank?

Todd Wilcox Cmfc®, Cfirs®, Aif® is listed as Financial Services Professional at NBT Bank.

What is Todd Wilcox Cmfc®, Cfirs®, Aif®'s email address?

AeroLeads has found 1 work email signal at @nbtbank.com for Todd Wilcox Cmfc®, Cfirs®, Aif® at NBT Bank.

Where is Todd Wilcox Cmfc®, Cfirs®, Aif® based?

Todd Wilcox Cmfc®, Cfirs®, Aif® is based in Sherburne, New York, United States while working with NBT Bank.

What companies has Todd Wilcox Cmfc®, Cfirs®, Aif® worked for?

Todd Wilcox Cmfc®, Cfirs®, Aif® has worked for Nbt Bank and Nbt Capital Management.

Who are Todd Wilcox Cmfc®, Cfirs®, Aif®'s colleagues at NBT Bank?

Todd Wilcox Cmfc®, Cfirs®, Aif®'s colleagues at NBT Bank include Dan Werme, Kristin Fowlston, Daniel Pitner, Sandy Manchester, and Lynn Roorda.

How can I contact Todd Wilcox Cmfc®, Cfirs®, Aif®?

You can use AeroLeads to view verified contact signals for Todd Wilcox Cmfc®, Cfirs®, Aif® at NBT Bank, including work email, phone, and LinkedIn data when available.

What schools did Todd Wilcox Cmfc®, Cfirs®, Aif® attend?

Todd Wilcox Cmfc®, Cfirs®, Aif® holds Bachelor Of Science - Bs, Business/Managerial Economics from State University Of New York College At Cortland.

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