Peter Thompson
Executive Director, Philanthropic Services Senior Manager
- Role
- Executive Director, Philanthropic Services Senior Manager at Wells Fargo
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Peter Thompson
Wealth Management and Philanthropic Leader with over 22 years experience in financial…
Experience
Executive Director, Philanthropic Services Senior Manager
May 2015 — Present · Summit, NJ, US
Education
Muhlenberg College
Bachelor of Arts
Skills
- Gift Planning
- Charities
- Wealth Management
- Finance
- Certified Trust and Financial Advisor (Ctfa)
- Banking
- Asset Allocation
- Estate Planning
- Strategic Financial Planning
- The Arc of Union County - Board of Directors Member, Past President
- Accounting
- Series 7
- Chartered Advisor in Philanthropy® (Cap®)
- Ctfa
- Cerebral Palsy of North Jersey - Planned Giving Advisory Committee Member
- Father John’s Animal House – Advisory Board Member
- Gift Planning Council of New Jersey – Member
- Financial Advisory
- The Council of New Jersey Grantmakers (Cnjg) - Member
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