Jeffrey Thompson Email & Phone Number
Managing Director @ NewEdge Wealth
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Jeffrey Thompson Location
- Katy, TX, US
Jeffrey Thompson Work
- 2026 -now Managing Director @
- 2012 -2026 Vice President - Investment Advisor @
- 2008 -2012 Executive District Business Manager @
- 1997 -2008 Sales and Marketing Management @
Jeffrey Thompson Education
- University of Houston, C.T. Bauer College of Business
Master of Business Administration (M.B.A.) (MBA)
2010-2012 - University of Phoenix
BS (Business Management)
2003-2006
Jeffrey Thompson Skills
- Leadership
- Investments
- Portfolio Management
- Marketing
- Retirement Planning
- Finance
- Sales
- Fundraising
- Asset Allocation
- Estate Planning
- Small Business
- Investment Management
- Banking
- Business Development
- Marketing Strategy
- Customer Service
- Financial Analysis
- Strategic Planning
- Wealth Management
- Retirement Plan Consulting
Jeffrey Thompson Summary
- Jeffrey Thompson, based in Katy, TX, US, is currently a Managing Director at NewEdge Wealth. Jeffrey Thompson brings experience from previous roles at Bernstein Private Wealth Management, Bristol-Myers Squibb and Novartis. Jeffrey Thompson holds a 2010 - 2012 Master of Business Administration (M.B.A.) in MBA @ University of Houston, C.T. Bauer College of Business. With a robust skill set that includes Leadership, Investments, Portfolio Management, Marketing, Retirement Planning and more. Jeffrey Thompson has 3 emails and 3 mobile phone numbers on RocketReach.
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