Anne Thompson Email & Phone Number
Private Client Advisor @ Greenwood Capital
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Anne Thompson Location
- South Carolina, United States
Anne Thompson Work
- Private Client Advisor @ (December 2024 - Present)
- Wealth Advisor @ (March 2023 - October 2024)
- VP - Financial Consultant @ (May 2019 - April 2023)
- Financial Solutions Advisor, Merrill Edge @ (September 2017 - March 2019)
- Financial Advisor @ (May 2015 - September 2017)
- Account Executive @ (February 1998 - January 2010)
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
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Director of Multi-Asset Strategies
Charleston, SC, US
John Wiseman
Director of Fixed Income
Greenwood, SC, US
Will Bond
Senior Trading Manager
Greenwood, SC, US
Emily Snider
Private Client Administrator
Greenwood, SC, US
John Proctor Jr
Advisor Portfolio Specialist
Greenville, SC, US
William Coxe
Private Client Advisor
Greenville, SC, US
Denise Lollis
Chief Operating Officer and Chief Compliance Officer
Greenwood, SC, US
Kalisse Evert
Marketing Manager
Greenville, SC, US
Abby Spitler
Financial Marketing intern
Clemson, SC, US
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