Michael Thompson Email & Phone Number
Fiduciary Financial Advisor @ Roberts Wealth Management
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Michael Thompson Location
- Katy, TX, US
Michael Thompson Work
- Fiduciary Financial Advisor @ (March 2023 - Present)
- Lead Financial Advisor @ (July 2022 - March 2023)
- Chief Operating Officer @ (December 2021 - July 2022)
- Director of Investment Operations - Apogee Wealth Advisors @ (July 2017 - November 2021)
- Manager, Advisory Services and Senior Fixed Income Investment Specialist @ (January 2016 - June 2017)
- Senior Bond Investment Specialist @ (January 2012 - January 2016)
- Regional Fixed Income Specialist – Southern California @ (January 2010 - January 2012)
- Senior Bond Investment Specialist @ (January 2008 - January 2010)
Michael Thompson Education
- University of Denver
Master's Degree (Computer Systems Networking and Telecommunications)
- University of Central Oklahoma
Bachelor of Business Administration - BBA (Business Administration and Management, General)
Michael Thompson Skills
- Business Relationship Management
- Coaching
- Securities
- Customer-Focused Selling
- Critical Thinking
- Investment Advisory Services
- Presentations
- Financial Advisory
- Financial Services
- Retirement Income Strategies
- Life Insurance
- Life & Health Insurance Licenses
- Investment Management
- Annuities
- Confidentiality
- Phone Etiquette
- Series 7
- Wealth Management Services
- Presentation Skills
- Customer Relationship Management (CRM)
- Planning Advice
- Retirement Planning
- Market Research
- Risk Management
- Financial Planning
- Trading
- Client Services
- Time Management
- Communication
- Oral Communication
- 401k Rollovers
- Finance Consulting
- Operational Execution
- Rollovers
- 401(k) Retirement Savings Plans
- Fixed Income
- Portfolio Management
- Wealth Management
- Investment Strategies
- Sales
- Uniform Combined State Law
- Calibration
- Investments
- Variable Products
- Microsoft Excel
- Pivot Tables
Michael Thompson Summary
- Michael Thompson, based in Katy, TX, US, is currently a Fiduciary Financial Advisor at Roberts Wealth Management. Michael Thompson brings experience from previous roles at Strategic Wealth Designers, Capstone Colorado - a MassMutual firm, Northwestern Mutual and Charles Schwab. Michael Thompson holds a Master's Degree in Computer Systems Networking and Telecommunications @ University of Denver. With a robust skill set that includes Business Relationship Management, Coaching, Securities, Customer-Focused Selling, Critical Thinking and more.
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