Anne Thompson Email & Phone Number
Private Client Advisor @ Greenwood Capital
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Anne Thompson Location
- South Carolina, United States
Anne Thompson Work
- 2024 -now Private Client Advisor @
- 2023 -2024 Wealth Advisor @
- 2019 -2023 VP - Financial Consultant @
- 2017 -2019 Financial Solutions Advisor, Merrill Edge @
- 2015 -2017 Financial Advisor @
- 1998 -2010 Account Executive @
Anne Thompson Education
- Western Carolina University
Bachelor's Degree
1989-1993
Anne Thompson Skills
- Wealth Management
- Investments
- 401K Rollovers
- Charitable Giving
- Solution Selling
- Sales Process
- Cisco Technologies
- MPLS
- Data Center
- VoIP
- Sales
- Selling
- Avaya
- Channel Partners
- Telecommunications
- Business Development
- IP
- Sales Engineering
- SIP
- Building Relationships
- Direct Sales
- Managed Services
- Professional Services
- Telephony
- Enterprise Software
- Storage
- WAN
- SIP Trunking
- SaaS
- Management
- Retirement Management
- Wireless
- Call Centers
- Hosted Services
- Cloud Computing
- Unified Communications
- Video Conferencing
- Co Location
Anne Thompson Summary
- Anne Thompson, based in South Carolina, United States, is currently a Private Client Advisor at Greenwood Capital. Anne Thompson brings experience from previous roles at Ballentine Capital Advisors, Charles Schwab, Merrill Lynch and Merrill Lynch Wealth Management, Bank of America Corporation. Anne Thompson holds a 1989 - 1993 Bachelor's Degree @ Western Carolina University. With a robust skill set that includes Wealth Management, Investments, 401K Rollovers, Charitable Giving, Solution Selling and more. Anne Thompson has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Greenwood Capital Employees
Mark Pyles
Director of Multi-Asset Strategies
Charleston, SC, US
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Greenwood, SC, US
Melissa Bane
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Greenville, SC, US
Will Bond
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Walter Todd
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Greenwood, SC, US
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South Carolina, United States
Chuck Aikens
Vice President, Internet Lending
Littleton, CO, US
Justin Bartanus
Investment Associate
Greenville, SC, US
John Beale
Compliance Administrator
Greenwood, SC, US
Emily Snider
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John Proctor Jr
Advisor Portfolio Specialist
Greenville, SC, US
John Cooper
Senior Private Client Advisor
Greenwood, SC, US
William Coxe
Private Client Advisor
Greenville, SC, US
Denise Lollis
Chief Operating Officer and Chief Compliance Officer
Greenwood, SC, US
Brian D.
Director of Wealth Management
Greenville, SC, US
Kalisse Evert
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Greenville, SC, US
Colin Burns
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Greenville, SC, US
Abby Spitler
Financial Marketing intern
Clemson, SC, US
Callie Roper
Associate Advisor
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