Eric Thompson Email & Phone Number
Lead Financial Advisor @ Secfi
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Eric Thompson Location
- New York, NY, US
Eric Thompson Work
- 2025 - now Lead Financial Advisor @
- 2023 - 2025 Principal @
- 2014 - 2022 Wealth Advisor @ Round Table Wealth Management - Merged with Cerity Partners
- 2013 - 2014 Intern @
- 2012 - 2013 Treasury Assistant @
Eric Thompson Education
- College for Financial Planning
Certified Financial Planner Designation (Financial Planning and Services)
2015 - 2017 - Ramapo College of New Jersey
Bachelor's Degree (Major - Finance, Minor - Environmental Studies)
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 Lead Financial Advisor at Secfi. Eric Thompson brings experience from previous roles at Cerity Partners, Round Table Wealth Management - Merged with Cerity Partners, The Ayco Company, L.P., a Goldman Sachs Company and PNY Technologies. Eric Thompson holds a 2015 - 2017 Certified Financial Planner Designation in Financial Planning and Services @ 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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