Douglas R. Kallet, MBA
Doug is an Assistant Vice President and Wealth Advisor in our Western New York market, where he specializes in sharing and implementing Tompkins’ extensive services to assist individuals, families and organizations in continuously growing their finances and meeting their financial goals. Doug is dedicated to strengthening and growing the relationships he has with his clients, considering both their financial and personal goals.
Doug joined TFA with 15 years of experience in the financial industry with proficiencies in investment management, capital markets, financial services, consulting and commercial finance. Throughout Doug’s career he has had success with a number of financial institutions, including the capital markets division of Wells Fargo Securities, the enterprise risk management sector of Five Star Bank, and most recently, leading the commercial finance efforts of QED Technologies LLC.
Doug holds a bachelor’s degree in business administration from Le Moyne College and an MBA from the University of Rochester. He currently lives in Pittsford, NewYork with his wife and two daughters.
EDUCATION & CERTIFICATIONS |
PREVIOUS EXPERIENCE |
AFFILIATIONS & MEMBERSHIPS |
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Le Moyne College – Madden Business School - Bachelor of Science (BS) University of Rochester – Simon Business School |
Wells Fargo, Securities - Capital Markets
Charlotte, North Carolina Bank of America | Merrill Lynch - International Securities
Charlotte, North Carolina Five Star Bank – Enterprise Risk & Strategy
Rochester, New York Actel Advisory Group - Private Equity Consulting
Rochester, New York QED Technologies – Financial Planning & Analysis and Treasury Management
Rochester, NY |
Charlotte Soccer Academy |