James Thompson Location
White Plains, NY, US
James Thompson Work
- 2020 - now Senior Financial Planner @ Trivium Point Advisory
- 2010 - 2020 Financial Advisor and Financial Services Representative @ Barnum Financial Group
- 2008 - 2010 Advisor @ American Business
- 2004 - 2010 Financial Advisor @ National Planning Corp
James Thompson Education
- Union College1972 - 1976
- Mamaroneck High School1969 - 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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Top Trivium Point Advisory Employees
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George Gerhard
Co-Founder, Managing Partner, Advisor at Trivium Point Advisory
White Plains, NY, US23 -
Lee Rawiszer
Managing Partner at Trivium Point Advisory
Westport, CT, US25 -
Ron
Managing Partner at Trivium Point Advisory
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David Halper
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Wilton, CT, US25+ -
Cole Conrad
Managing Director at Trivium Point Advisory
Fairfield, CT, US13 -
Bianca Schuman
Senior Wealth Advisor at Trivium Point Advisory
New York, NY, US1 -
Traci Saxon
Senior Wealth Advisor at Trivium Point Advisory
Westport, CT, US45 -
Paul Volpe
Investment Advisor at Trivium Point Advisory
Westport, CT, US24 -
Joanna Wallis
Chief of Staff at Trivium Point Advisory
New York, NY, US22 -
11
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Peter Horn
Tax Associate at Trivium Point Advisory
Wilton, CT, US23 -
Mike Cirone
Financial Planner at Trivium Point Advisory
New York, NY, US22 -
Ziyah Esbenshade
Senior Wealth Partner at Trivium Point Advisory
Larchmont, NY, US2 -
James Thompson
Senior Financial Planner at Trivium Point Advisory
White Plains, NY, US23 -
Isabella Deveney
Relationship Manager at Trivium Point Advisory
Westport, CT, US1 -
Nikki Burr
Relationship Manager at Trivium Point Advisory
Shelton, CT, US23
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