Jim Thompson
Vice President, Family Wealth, Sequoia Sentinel
- Role
- Vice President, Family Wealth, Sequoia Sentinel at Sequoia Financial Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Jim Thompson
Specialties: NASD Series 7, 24, 66 Licensed Accident and Health, Life and Variable…
Experience
Vice President, Family Wealth, Sequoia Sentinel
Apr 2021 — Present · Beachwood, OH, US
The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
Education
Weatherhead School of Management at Case Western Reserve University
MBA
1989 — 1991
Miami University
Bachelor of Science
1983 — 1987
Skills
- Wealth
- Asset Management
- Strategy Development
- Portfolio Management
- Loans
- Private Banking
- Retirement Planning
- Finra
- Asset Allocation
- Banking
- Mutual Funds
- Change Leadership
- Series 7
- Investments
- Insurance
- Sales Management
- Financial Advisory
- High Net Worth Individuals
- Business Planning
- Trusts
- Investment Strategies
- Wealth Management Services
- Series 63
- Management
- Estate Planning
- Personal Financial Planning
- Investment Advisory
- Business Development
- Wealth Management
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