The Oakleaf

Jerry Klein Announces Retirement

Posted by Tompkins Mahopac Bank on Feb 4, 2021 11:13:04 AM
Tompkins Mahopac Bank

Big news to share!

Please join us in extending our best wishes to Gerald J. Klein, Jr., who has announced his retirement as President and CEO of TompkinsJerry_17009-1 Mahopac Bank after 26 years of service to the Company.  In anticipation of his retirement, Tompkins has been working on a succession plan to assure a smooth transition of leadership and we are delighted to announce the appointment of David DeMilia, currently Senior Vice President.  Jerry will support the transition process during the first half of the year, retiring mid-year when David will assume the role of President and CEO.

Jerry joined Tompkins Mahopac Bank in 1995 and was Executive Vice President and Chief Lending Officer before becoming CEO in January 2007.  Jerry currently serves on the Board of Directors of the bank and is an Executive Vice President of the bank holding company, Tompkins Financial Corp., and a member of its Senior Leadership Team.  He serves on the Board of the Independent Bankers Association of New York (IBANYS) and was named as a member of the Community Depository Institutions Advisory Council of the Federal Reserve Bank of NY.

Consistent with his personal values and the values of Tompkins Mahopac Bank, Jerry is Immediate Past Chairman of Putnam Hospital Center Foundation, and is a Director on the boards of the Putnam Hospital Center, Putnam Economic Development Corporation and SCORE Putnam. In 2020, Jerry was appointed to the Business Council of Westchester’s Board of Directors. 

Jerry has successfully led us into the digital age without ever losing his deep sense of community and the clients he serves.  Integrity, positivity, a deep sense of caring and commitment and a strong sense of humor were all marks of Jerry’s leadership over the past two-and-a-half decades.  Jerry always looked to hire bright, happy people and we can all agree how he often shared proud he was of the team here at Tompkins Mahopac Bank.  Jerry has been instrumental in the growth and success of the bank.

New Leadership. Same Values.

A lifelong resident of Westchester County, David DeMilia joined Tompkins Mahopac Bank in 2008.  He held a number of positions over the years and is currently the Senior Commercial Lending Division Manager.  David exhibits the values of Tompkins with his various community activities and involvement, most notably his position as Trustee of the WMC Health Organization.  Dave has demonstrated leadership throughout his career at Tompkins Mahopac Bank especially in commercial banking, one of our core businesses. 

 We’re thankful for Jerry’s leadership and wish him the best in his retirement. We wish him well as he enjoys more quality time with his family and friends as he embarks on this new beginning.

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