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
- 2020 -now Senior Financial Planner @
- 2010 -2020 Financial Advisor and Financial Services Representative @
- 2008 -2010 Advisor @
- 2004 -2010 Financial Advisor @ National Planning Corp
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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