Jeffrey Thompson Email & Phone Number
Managing Director @ NewEdge Wealth
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Jeffrey Thompson Location
- Katy, TX, US
Jeffrey Thompson Work
- Managing Director @ (August 2026 - Present)
- Vice President - Investment Advisor @ (September 2012 - August 2026)
- Executive District Business Manager @ (June 2008 - August 2012)
- Sales and Marketing Management @ (May 1997 - May 2008)
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
- Investments
- Retirement Plan Consulting
- Retirement Planning
- Strategic Planning
- Wealth Management
- Leadership
- Portfolio Management
- Marketing
- Finance
- Sales
- Fundraising
- Asset Allocation
- Estate Planning
- Small Business
- Investment Management
- Banking
- Business Development
- Marketing Strategy
- Customer Service
- Financial Analysis
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 Investments, Retirement Plan Consulting, Retirement Planning, Strategic Planning, Wealth Management and more. Jeffrey Thompson has 3 emails and 3 mobile phone numbers on RocketReach.
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