Alan Thomson Email & Phone Number
Founder, Chief Architect
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Alan Thomson Location
- Atlanta, GA, US
Alan Thomson Work
- Founder, Chief Architect @ Intervallum Technologies, LLC (May 2025 - Present)
- Sr. Wealth Advisor @ (December 2022 - May 2025)
- Principal and Lead Advisor @ (September 2017 - January 2023)
- Wealth Strategist and Founder @ Terra Firma Financial LLC (January 2010 - September 2017)
- Advisory Board (June 2012 - Present) @ CURE Childhod Cancer (August 2006 - June 2012)
- Strategic Advisor @ Mercer Advisors (January 2007 - January 2008)
- Financial Advisor @ (January 2005 - January 2007)
- Sr. Financial Planner @ (January 2002 - January 2005)
- Trust Officer @ Bank of America Private Bank (January 2000 - January 2002)
Alan Thomson Education
- Davidson College
BA (Psychology)
1993-1997 - St. Albans School
Diploma
1988-1993
Alan Thomson Skills
- Leadership
- Investment Management
- Wealth Management Services
- Tax Strategy
- Legacy Building
- Machine Learning Algorithms
- Time Series Analysis
- General Management
- Python (Programming Language)
- Problem Solving
- Monetization
- Interpersonal Skills
- Finance
- Marketing Strategy
- Strategic Planning
- Business Development
- Executive Leadership
- Business Strategy
- Asset Management
- Wealth Management
- Life Planning
- Investments
- Charitable Giving Strategies
- Portfolio Management
- Retirement Planning
- Estate Planning
- Tax
- Charitable Giving
- Websphere
- PKI
Alan Thomson Summary
- Alan Thomson, based in Atlanta, GA, US, is currently a Founder, Chief Architect at Intervallum Technologies, LLC. Alan Thomson brings experience from previous roles at Mercer Advisors, Resource Planning Group, Terra Firma Financial LLC and CURE Childhod Cancer. Alan Thomson holds a 1993 - 1997 BA in Psychology @ Davidson College. With a robust skill set that includes Leadership, Investment Management, Wealth Management Services, Tax Strategy, Legacy Building and more. Alan Thomson has 1 emails and 2 mobile phone numbers on RocketReach.
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