Jim Thompson
Vice President, Family Wealth, Sequoia Sentinel at Sequoia Financial Group | Cleveland, Ohio, United States
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Vice President, Family Wealth, Sequoia Sentinel at Sequoia Financial Group in April 2021 to Present
Managing Director, Private Banker at CIBC Private Wealth Management in October 2017 to April 2021
Senior Vice President, Senior Banker at Citizens Bank in September 2015 to April 2021
Vice President, Wealth Management Advisor at Fifth Third Bank in March 2012 to September 2015
Director, Private Bank Sales at Fifth Third Private Bank in April 2006 to February 2012
Vice President, Client Advisor at National City Bank in March 1994 to March 2006
Vice President, Trust Officer at National City Bank in July 1987 to March 1994
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Weatherhead School of Management at Case Western Reserve University, MBA, January 1989 to January 1991
Miami University, Bachelor of Science, January 1983 to January 1987
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Investment Advisory
Investments
Series 7
Wealth Management Services
High Net Worth Individuals
Asset Allocation
Asset Management
Financial Advisory
Private Banking
FINRA
Portfolio Management
Mutual Funds
Sales Management
Wealth
Banking
Business Development
Insurance
Business Planning
Trusts
Management
Personal Financial Planning
Estate Planning
Retirement Planning
Loans
Series 63
Investment Strategies
Wealth Management
Change Leadership
Strategy Development
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Discover more about Sequoia Financial GroupWhat is Jim Thompson email address?
Email Jim Thompson at [email protected] and [email protected]. This email is the most updated Jim Thompson's email found in 2026.
How to contact Jim Thompson?
To contact Jim Thompson send an email to [email protected] or [email protected].
What company does Jim Thompson work for?
Jim Thompson works for Sequoia Financial Group
What is Jim Thompson's role at Sequoia Financial Group?
Jim Thompson is Vice President, Family Wealth, Sequoia Sentinel
What is Jim Thompson's Phone Number?
Jim Thompson's phone (216) ***-*128
What industry does Jim Thompson work in?
Jim Thompson works in the Banking industry.
Jim Thompson Email Addresses
Jim Thompson Phone Numbers
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