Jason Thomas Email & Phone Number
Managing Director and Wealth Director @ Fiduciary Trust International
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Jason Thomas Location
- Atlanta, GA, US
Jason Thomas Work
- 2025 -now Managing Director and Wealth Director @
- 2019 -now Co-Founder, myFloc @
- 2009 -2024 Co-Founder and General Counsel @ Seven Software, LLC
- 2019 -2022 Senior Vice President, Private Client Advisor @
- 2015 -2019 Senior Vice President @
- 2009 -2013 Senior Vice President, Senior Wealth Advisor, Southeast Region @
- 2008 -2009 Tax, Mergers and Acquisitions @
- 2001 -2007 Equity Partner @ Slate Kennedy LLC
- 1999 -2001 Senior Associate @ Slaten & O'Connor P.C.
Jason Thomas Education
- University of Alabama
Jason Thomas Skills
- Due Diligence
- Mergers & Acquisitions
- Tax
- Wealth Management
- Retirement Planning
- Auditing
- Corporate Law
- Mergers
- Strategic Financial Planning
- Healthcare
- Consulting
- Credit
- Employee Benefits
- Finance
- Financial Planning
- Investments
- Risk Management
- Start-ups
- Social Media
- Start Ups
- Portfolio Management
- Business Development
- Marketing
- Management
- Research
- Mergers and Acquisitions
- Customer Service
- Business Strategy
- Financial Analysis
- Project Management
Jason Thomas Summary
- Jason Thomas, based in Atlanta, GA, US, is currently a Managing Director and Wealth Director at Fiduciary Trust International. Jason Thomas brings experience from previous roles at myFloc, Seven Software, LLC, Bank of America, The Private Bank and Northern Trust Corporation. Jason Thomas holds a University of Alabama. With a robust skill set that includes Due Diligence, Mergers & Acquisitions, Tax, Wealth Management, Retirement Planning and more. Jason Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Fiduciary Trust International Employees
Erick Rawlings
Managing Director
Boston, MA, US
Chip Lee
Managing Director, Senior Portfolio Manager
Wayne, PA, US
John Tyler
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Lincoln, MA, US
Jason Thomas
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Christopher Gleason
Managing Director and Portfolio Manager
New York, NY, US
Joseph C. Portillo
Managing Director and Senior Portfolio Manager
Los Angeles, CA, US
Douglas Cohen
Managing Director
New York, NY, US
Craig Richards
Executive Vice President
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Ronald J. Sanchez
Chief Investment Officer
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Matthew Katz
Managing Director, Private Markets
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