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James A. Frey

Vice President, Information Technology Systems and Security

Tompkins Trust Company

Direct Phone: (585) ***-****       

Email: j***@***.com

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Tompkins Trust Company

320 N. Tioga Street

Ithaca, New York 14850

United States

Company Description

Founded in 1836, Tompkins Trust Company is a full-service, locally managed community bank with 13 branches serving the Tompkins County area, Auburn and Cortland in Central New York. Because our senior management is locally based, we have first-hand under ... more

Find other employees at this company (324)

Background Information

Employment History

Vice President, Information Technology Systems and Security

AM&M Financial Services , Inc.

Vice President, Information Systems and Security


Vice President, Information Technology Systems and Security

Ensemble Financial Services , Inc.

Web References (3 Total References)

Information Security Decisions Conference [cached]

James A. Frey, AM&M Financial Services, Inc.

Locate an exceptional advisor that is a current member of National Advisors Trust [cached]

Jim Frey,

Ensemble Financial Services :: Latest News [cached]

James Frey featured in January 2008 issue

PITTSFORD, NY - James Frey, Director of Information Technology for Ensemble Financial Services and Director of Operations for Ensemble's parent company, AM&M Financial Services, is featured in the January issue of Virtual Office News, a monthly newsletter that addresses practice management and technology issues for independent financial advisors.
As an employee with the firm for more than eight years, Frey has seen firsthand the impact that technology has made in the financial services industry. "When I first arrived, we had two very rudimentary desktop computers being used as servers, a data closet with wires everywhere, and all kinds of outdated technology," Frey says in the article. Since that time, Frey has made it a priority to make sure the company stays updated with technology. As the leading outsourcing company for independent financial advisors, Ensemble's IT Consulting Services is a key offering in the Ensemble suite of solutions. Ensemble's technology platform gives outside advisors a custom-built workflow system that ties into the platform's CRM offering- SmartOffice - as well as MoneyGuidePro, a rebalancing system, IPS AdvisorPro, LaserApp and access to Morningstar tools. Today, Frey leads a staff of IT experts in supporting the technology suite that is integral to Ensemble's outsourcing programs.

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