Eric Thompson Email & Phone Number
Senior VP, Wealth Advisory @ Titan
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Eric Thompson Location
- New York, NY, US
Eric Thompson Work
- Senior VP, Wealth Advisory @ (June 2026 - Present)
- Lead Financial Advisor @ (January 2025 - June 2026)
- Principal @ (January 2023 - January 2025)
- Wealth Advisor @ Round Table Wealth Management - Acquired by Cerity Partners (June 2014 - December 2022)
- Intern @ (August 2013 - May 2014)
- Treasury Assistant @ (June 2012 - August 2013)
Eric Thompson Education
- College for Financial Planning
Certified Financial Planner Designation
2015-2017 - Ramapo College of New Jersey
Bachelor's Degree
2010-2014
Eric Thompson Skills
- Investment Strategies
- PowerPoint
- Quicken
- Microsoft Excel
- Investment Advisory
- Financial Analysis
- Asset Allocation
- Wealth Management
- Life Insurance
- Financial Planning
- QuickBooks
Eric Thompson Summary
- Eric Thompson, based in New York, NY, US, is currently a Senior VP, Wealth Advisory at Titan. Eric Thompson brings experience from previous roles at Secfi, Cerity Partners, Round Table Wealth Management - Acquired by Cerity Partners and The Ayco Company, L.P., a Goldman Sachs Company. Eric Thompson holds a 2015 - 2017 Certified Financial Planner Designation @ College for Financial Planning. With a robust skill set that includes Investment Strategies, PowerPoint, Quicken, Microsoft Excel, Investment Advisory and more. Eric Thompson has 2 emails and 2 mobile phone numbers on RocketReach.
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