Verified recordFinancial Services

Donald Taulbee

Senior Investment Associate at Tompkins Financial Advisors

Based in Ithaca, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Ithaca

Industry

Financial Services

Company size

59

Contact information

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Email

1 credit

d•••••••@tompkinsfinancialadvisors.com

Phone

5 credits

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Background

About Donald Taulbee

I have a rare combination of client facing and internal operations experience that help give me insight into client needs and how those needs can be met from a logistical and operational standpoint. Whether parsing client goals, exchanging ideas with executive staff, fostering better working relationships between departments, developing and building an effective team, or making sure day to day office functions are operating efficiently, I can and have adapted to the needs at hand. My experience in fast-paced environments with rapidly changing goals has shown that I can handle any challenge that comes my way with effective and efficient skill.

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