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
- Managing Director and Wealth Director @ (January 2025 - Present)
- Co-Founder, myFloc @ (May 2019 - Present)
- Co-Founder and General Counsel @ Seven Software, LLC (October 2009 - May 2024)
- Senior Vice President, Private Client Advisor @ (December 2019 - January 2022)
- Senior Vice President @ (November 2015 - December 2019)
- Senior Vice President, Senior Wealth Advisor, Southeast Region @ (July 2009 - November 2013)
- Tax, Mergers and Acquisitions @ (May 2008 - June 2009)
- Equity Partner @ Slate Kennedy LLC (November 2001 - December 2007)
- Senior Associate @ Slaten & O'Connor P.C. (July 1999 - November 2001)
Jason Thomas Education
- The University of Alabama
Juris Doctorate
Jason Thomas Skills
- Auditing
- Consulting
- Corporate Law
- Credit
- Due Diligence
- Employee Benefits
- Finance
- Financial Planning
- Healthcare
- Investments
- Mergers
- Mergers & Acquisitions
- Retirement Planning
- Risk Management
- Start-ups
- Strategic Financial Planning
- Tax
- Wealth Management
- 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 Juris Doctorate @ The University of Alabama. With a robust skill set that includes Auditing, Consulting, Corporate Law, Credit, Due Diligence 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
David Bigelow
Managing Director, Wealth Director
New York, NY, US
Chip Lee
Managing Director, Senior Portfolio Manager
Wayne, PA, US
Gene Todd
President and Head of Regional Markets
California, United States
Wayne Sprague
Executive Vice President
New York, NY, US
Jason Thomas
Managing Director and Wealth Director
Atlanta, GA, US
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
Anna Kastrilevich
Vice President
New York, NY, US
Isaac Barrocas
Managing Director
New York, NY, US
Natalia Lazar-Galoiu
Managing Director, Senior Portfolio Manager
New York, NY, US
Ronald J. Sanchez
Chief Investment Officer
New York, NY, US
Alex Chown
Vice President, Sr. Investment Analyst
New York, NY, US
Julie Chayet
Managing Director
New York, NY, US
Adam Spector
Chief Executive Officer
Philadelphia, PA, US
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