Stephen Thompson Email & Phone Number
VP, Sr Financial Consultant @ Charles Schwab
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Stephen Thompson Location
- Portland, ME, US
Stephen Thompson Work
- 2025 -now VP, Sr Financial Consultant @
- 2022 -2025 VP, Financial Consultant @
- 2018 -2024 Senior Financial Consultant @
- 2017 -2018 Investment Consultant @
- 2015 -2017 Investment Consultant @
- 2013 -2015 Assistant Manager @
- 2011 -2013 Senior CSA @
- 2010 -2011 Fep Representative @
Stephen Thompson Education
- University of Georgia - Terry College of Business
Cerified Financial Planning (Financial Planning and Services)
2019-2021 - University of Maine
Bachelor of Science (B.S.) (Business Finance)
2005-2009 - Windham High School
Diploma (Liberal Arts)
2001-2005
Stephen Thompson Summary
- Stephen Thompson, based in Portland, ME, US, is currently a VP, Sr Financial Consultant at Charles Schwab. Stephen Thompson brings experience from previous roles at Charles Schwab, TD Ameritrade and Scottrade. Stephen Thompson holds a 2019 - 2021 Cerified Financial Planning in Financial Planning and Services @ University of Georgia - Terry College of Business. Stephen Thompson has 2 emails and 1 mobile phone numbers on RocketReach.
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