Mary Thompson Email & Phone Number
Vice President @ Advantage Retirement Group
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Mary Thompson Location
- Fort Myers, FL, US
Mary Thompson Work
- Vice President @ (January 2019 - Present)
- Marketing Director @ (January 2015 - January 2019)
- Sr. Executive Recruiter @ (March 2014 - December 2014)
- National Director of Business Development @ (October 2013 - February 2014)
- Trust Officer @ (January 2008 - January 2012)
- Financial Advisor @ (January 2003 - January 2008)
Mary Thompson Education
- Normandale Community College
Administrative Studies
Mary Thompson Skills
- Account Management
- Banking
- Business Development
- Change Management
- Creative Direction
- Credit
- Cross Selling
- Customer Acquisition
- Customer Retention
- Customer Satisfaction
- Finance
- Financial Analysis
- Financial Services
- Integrated Marketing
- Investment Advisory Services
- Investments
- Lead Conversion
- Lead Generation
- Leadership
- Management
- Marketing
- Networking
- New Business Development
- Operations Management
- Organization & prioritization skills
- Portfolio Management
- Process Improvement
- Project Management
- Public Speaking
- Recruiting
- Regulatory Compliance
- Relationship Management
- Sales
- Sales Presentations
- Sales Process
- Salesforce.com
- Series 63
- Series 7
- Social Media Marketing
- Team Leadership
- Volunteering
- Wealth Management
- executive collaboration
- • Relationship Management
Mary Thompson Summary
- Mary Thompson, based in Fort Myers, FL, US, is currently a Vice President at Advantage Wealth Partners. Mary Thompson brings experience from previous roles at Advantage Wealth Partners, Executive Leadership Solutions, CSI globalVCard and Bremer Bank. Mary Thompson holds a Administrative Studies @ Normandale Community College. With a robust skill set that includes Account Management, Banking, Business Development, Change Management, Creative Direction and more. Mary Thompson has 1 emails and 3 mobile phone numbers on RocketReach.
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