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Wayne Thompson Location
West Chester, PA, US
Wayne Thompson Work
Relationship Manager @ (May 2019 - Present)
Senior Retirement Plan Consultant @ (November 2011 - April 2019)
Consultant @ Independent Retirement Plan Consulting (August 2008 - November 2011)
Portfolio Manager @ (August 2006 - August 2008)
Vice President Corporate Services @ (February 2002 - October 2003)
Product Analyst and Senior Sales Representative @ (January 1991 - January 1998)
Participant Services Representative @ (January 1989 - January 1991)
Investment Counselor and Retirement Plan Specialist @ AMA Advisers (January 1987 - January 1989)
Wayne Thompson Education
Penn State University
BS (Agricultural Economics and Rural Sociology)
West Chester East High School
Wayne Thompson Skills
Mutual Funds
Investments
Series 63
Retirement
Asset Allocation
Portfolio Management
Retirement Planning
Series 7
Relationship Management
Risk Management
Securities
Wealth Management
Wayne Thompson Summary
Wayne Thompson, based in West Chester, PA, US, is currently a Relationship Manager at Beacon Financial Services. Wayne Thompson brings experience from previous roles at Ascensus, Independent Retirement Plan Consulting, First National Bank of Chester County and National Penn Bank (Investors Trust Company). Wayne Thompson holds a BS in Agricultural Economics and Rural Sociology @ Penn State University. With a robust skill set that includes Mutual Funds, Investments, Series 63, Retirement, Asset Allocation and more. Wayne Thompson has 2 emails on RocketReach.
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