Kirstine Lozinak is a trust associate for Tompkins Financial Advisors. She joined Tompkins Financial Advisors in early 2019 after spending more than two years at our affiliate, Tompkins Trust Company.
In her role, she is responsible for new account administration, assists with processing trust and estate administration, IRA distributions and supporting company officers and their clients.
In addition to her day-to-day responsibilities, Kirstine is a member of Tompkins Financial’s Innovation Team. Kirstine resides in Spencer with her husband and daughter.
EDUCATION & CERTIFICATIONS |
PREVIOUS EXPERIENCE |
|---|---|
|
BS, Binghamton University Notary Public |
Deposit Operations, Tompkins Trust Company |