James Thompson Email & Phone Number
Senior Financial Planner @ Trivium Point Advisory
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James Thompson Location
- White Plains, NY, US
James Thompson Work
- Senior Financial Planner @ (September 2020 - Present)
- Financial Advisor and Financial Services Representative @ (January 2010 - September 2020)
- Advisor @ (January 2008 - January 2010)
- Financial Advisor @ National Planning Corp (January 2004 - January 2010)
James Thompson Education
- Union College 1972-1976
- Mamaroneck High School 1969-1972
- NYU Stern School of Business
James Thompson Skills
- finance
- Financial Planning
- Series 7
- Asset Allocation
James Thompson Summary
- James Thompson, based in White Plains, NY, US, is currently a Senior Financial Planner at Trivium Point Advisory. James Thompson brings experience from previous roles at Barnum Financial Group, American Business and National Planning Corp. James Thompson holds a 1972 - 1976 Union College. With a robust skill set that includes finance, Financial Planning, Series 7, Asset Allocation and more. James Thompson has 2 emails on RocketReach.
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