Ross Thompson Email & Phone Number
Vice President, Financial Consultant @ Charles Schwab
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Ross Thompson Location
- Los Angeles, CA, US
Ross Thompson Work
- Vice President, Financial Consultant @ (May 2021 - Present)
- Vice President, Financial Solutions Advisor @ (December 2018 - May 2021)
- Vice President, Merrill EDGE Financial Solutions Advisor @ (December 2016 - November 2018)
- Bank Team Financial Advisor @ (January 2015 - December 2016)
- Associate Vice President, Financial Solutions Advisor @ (August 2012 - December 2014)
- Financial Advisor, Practice Management Development Program @ (June 2010 - August 2012)
- MBA Summer Associate @ (June 2009 - August 2009)
- Personal Banker @ (May 2004 - June 2008)
- Analyst @ (January 2003 - January 2005)
- Retail Leadership Development Program Analyst @ (September 2002 - May 2004)
Ross Thompson Education
- University of Pittsburgh Joseph M. Katz Graduate School of Business
MBA (Finance)
2008-2010 - Morehouse College
B.A. (Marketing)
- Morehouse College
Ross Thompson Skills
- Series 7
- Wealth Management
- Financial Analysis
- Portfolio Management
- Strategic Financial Planning
- Financial Modeling
- Securities
- Investments
- Series 66
- Variable Annuities
- Relationship Management
- Banking
- Strategic Financial
- Attorney
- MBA
Ross Thompson Summary
- Ross Thompson, based in Los Angeles, CA, US, is currently a Vice President, Financial Consultant at Charles Schwab. Ross Thompson brings experience from previous roles at Merrill Lynch and Bank of America. Ross Thompson holds a 2008 - 2010 MBA in Finance @ University of Pittsburgh Joseph M. Katz Graduate School of Business. With a robust skill set that includes Series 7, Wealth Management, Financial Analysis, Portfolio Management, Strategic Financial Planning and more. Ross Thompson has 4 emails and 4 mobile phone numbers on RocketReach.
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