Chris Thom Email & Phone Number
Executive Vice President, Chief Growth Officer @ Sequoia Financial Group
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Chris Thom Location
- Akron, OH, US
Chris Thom Work
- Executive Vice President, Chief Growth Officer @ (January 2026 - Present)
- Executive Vice President, Chief Strategy and Partnerships Officer @ (June 2024 - January 2026)
- Partner, Managing Director of Business Development and Head of Wealth Services @ (March 2023 - May 2024)
- Divisional Vice President, Wealth Planning Group @ (April 2020 - February 2023)
- Senior Vice President, Schwab Private Client Investment Advisory (now Schwab Wealth Advisory) @ (October 2015 - November 2019)
- Vice President, Schwab Private Client Investment Advisory @ (March 2014 - October 2015)
- Managing Director, Wealth Strategies Group @ (October 2012 - March 2014)
- Senior Advisor and Chief Compliance Officer @ JWA Financial Group, Inc. (September 2011 - September 2012)
- Director Wealth Management @ (September 2009 - September 2011)
- Director Financial Planning @ (May 2008 - September 2009)
- Lead Financial Planner @ (March 2006 - May 2008)
- Financial Advisor @ First Texas Financial Services (July 2005 - March 2006)
- Financial Advisor @ Texas American Insurers, Inc. / TAI Financial Services, Inc. (February 1999 - June 2005)
- Insurance Agent @ (October 1998 - February 1999)
- Personal Banker @ (November 1997 - October 1998)
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 6 mobile phone numbers on RocketReach.
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Top Sequoia Financial Group Employees
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Minneapolis, MN, US
Chris Creahan
Senior Vice President
Akron, OH, US
Dave Marcus
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Gregory Robb
Senior Vice President, Financial Advisor
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