Alan Thomson Email & Phone Number

Founder, Chief Architect

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Alan Thomson Location

Atlanta, GA, US

Alan Thomson Work

2025 -now Founder, Chief Architect @ Intervallum Technologies, LLC
2022 -2025 Sr. Wealth Advisor @
2017 -2023 Principal and Lead Advisor @
2010 -2017 Wealth Strategist and Founder @ Terra Firma Financial LLC
2006 -2012 Advisory Board (June 2012 - Present) @ CURE Childhod Cancer
2007 -2008 Strategic Advisor @ Mercer Advisors
2005 -2007 Financial Advisor @
2002 -2005 Sr. Financial Planner @
2000 -2002 Trust Officer @ Bank of America Private Bank

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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