Please complete the CAPTCHA to continue
@nbtbank.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Todd Wilcox Cmfc®, Cfirs®, Aif® is listed as Financial Services Professional at NBT Bank, a 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.
This section adds company-level context without repeating Todd Wilcox Cmfc®, Cfirs®, Aif®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Todd Wilcox Cmfc®, Cfirs®, Aif®. Compare company email patterns before reaching out.
Todd Wilcox Cmfc®, Cfirs®, Aif® is a Financial Services Professional at NBT Bank.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
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.
Norwich, New York, United States
• Oversaw and lead Wealth Management operations team• Worked with high-net-worth clients and their advisors
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
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
Other employees you can reach at nbtbank.com. View company contacts for 994 employees →
Sara Mmm
Colleague at Nbt BankSyria, Syrian Arab Republic
View →
DL
Dominick Love
Colleague at Nbt BankOneonta, New York, United States
View →
MD
Marie Dupuis
Colleague at Nbt BankGreater Lyon Area, France
View →
BS
Betty Smith
Colleague at Nbt BankChenango County, New York, United States
View →
JB
Jill Bauer
Colleague at Nbt BankNew York City Metropolitan Area, United States
View →
NC
Nicole Chase
Colleague at Nbt BankLakeville, Connecticut, United States
View →
ML
Michael Lisky
Colleague at Nbt BankSchenectady, New York, United States
View →
JM
Joe Malone
Colleague at Nbt BankHawaii, United States
View →
KS
Kassidy Stone
Colleague at Nbt BankCortland, New York, United States
View →
JH
Julie Hensley
Colleague at Nbt BankKeene, New Hampshire, United States
View →
Activities and Societies: Student Alumni Association- Treasurer Alumni Golf Tournament Intern Concentration: Finance
Quick answers generated from the profile data available on this page.
Todd Wilcox Cmfc®, Cfirs®, Aif® works for NBT Bank.
Todd Wilcox Cmfc®, Cfirs®, Aif® is listed as Financial Services Professional at NBT Bank.
AeroLeads has found 1 work email signal at @nbtbank.com for Todd Wilcox Cmfc®, Cfirs®, Aif® at NBT Bank.
Todd Wilcox Cmfc®, Cfirs®, Aif® is based in Sherburne, New York, United States while working with NBT Bank.
Todd Wilcox Cmfc®, Cfirs®, Aif® has worked for Nbt Bank and Nbt Capital Management.
Todd Wilcox Cmfc®, Cfirs®, Aif®'s colleagues at NBT Bank include Sara Mmm, Dominick Love, Marie Dupuis, Betty Smith, and Jill Bauer.
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.
Todd Wilcox Cmfc®, Cfirs®, Aif® holds Bachelor Of Science - Bs, Business/Managerial Economics from State University Of New York College At Cortland.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts