Chris Thom Email & Phone Number
Executive Vice President, Chief Growth Officer @ Sequoia Financial Group
5 free lookup(s).
Chris Thom Location
- Akron, OH, US
Chris Thom Work
- 2026 - now Executive Vice President, Chief Growth Officer @
- 2024 - 2026 Executive Vice President, Chief Strategy and Partnerships Officer @
- 2023 - 2024 Partner, Managing Director of Business Development and Head of Wealth Services @
- 2020 - 2023 Divisional Vice President, Wealth Planning Group @
- 2015 - 2019 Senior Vice President, Schwab Private Client Investment Advisory (now Schwab Wealth Advisory) @
- 2014 - 2015 Vice President, Schwab Private Client Investment Advisory @
- 2012 - 2014 Managing Director, Wealth Strategies Group @
- 2011 - 2012 Senior Advisor and Chief Compliance Officer @ JWA Financial Group, Inc.
- 2009 - 2011 Director Wealth Management @
- 2008 - 2009 Director Financial Planning @
- 2006 - 2008 Lead Financial Planner @
- 2005 - 2006 Financial Advisor @ First Texas Financial Services
- 1999 - 2005 Financial Advisor @ Texas American Insurers, Inc. / TAI Financial Services, Inc.
- 1998 - 1999 Insurance Agent @
- 1997 - 1998 Personal Banker @
Chris Thom Education
- Texas Tech University
BBA (Marketing)
1992 - 1996
Chris Thom Skills
- Executive Leadership
- Sales Management
- Executive Management
- Executive-level Communication
- Strategy
- Financial Planning
- Investments
- Wealth Management
- Charitable Giving
- Executive Compensation Planning
- Recruiting
- Asset Allocation
- College Education Planning
- Leadership
- Teamwork
- Public Speaking
- 401k Rollovers
- Small Business Retirement Planning
- Investment Advisory
- Wealth Management Services
- Equities
- Strategic Financial Planning
- Project Planning
- FINRA
- Retirement Planning
- Series 7
- Series 24
- Insurance
- Banking
- Financial Analysis
- Sales
- Wealth
- Finance
- Asset Managment
- High Net Worth Individuals
- Business Analysis
- Asset Management
- Financial Advisory
- Financial Planners
- Life Insurance
- Financial Services
Chris Thom Summary
- Chris Thom, based in Akron, OH, US, is currently a Executive Vice President, Chief Growth Officer at Sequoia Financial Group. Chris Thom brings experience from previous roles at Sequoia Financial Group, RWA Wealth Partners, Edelman Financial Engines and Charles Schwab. Chris Thom holds a 1992 - 1996 BBA in Marketing @ Texas Tech University. With a robust skill set that includes Executive Leadership, Sales Management, Executive Management, Executive-level Communication, Strategy and more. Chris Thom has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Sequoia Financial Group Employees
Norm Cook
Executive Vice President Corporate Development
Columbus, OH, US
Ryan Heider
Vice President and Head of Strategic Initiatives
Cleveland, OH, US
Kerry Finn
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California, United States
Adam Hoffmann
Vice President, Portfolio Manager
Minneapolis, MN, US
Nick Zamparelli
Chief Investment Officer
Berwyn, PA, US
Thomas Haught
Chairman, CEO and President
Cleveland, OH, US
Tom Haught
President
Akron, OH, US
Joseph Glick
Chief Operating Officer
Cleveland, OH, US
Trevor Chuna
Chief Technology Officer
Akron, OH, US
Matthew Dunn
Owner and Principal Consultant
Cleveland, OH, US
Larry Shetler
Vice President, Advisor Group Lead
Twinsburg, OH, US
Justin Stets
EVP, Head of Integrated Wealth Services
Northfield, MN, US
James Hargadon
Vice President, Head of Manager Research
Philadelphia, PA, US
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