James Thompson

James Thompson Email and Phone Number

Principal at Lynndale Entrprises Inc. @
James Thompson's Location
Mission, Kansas, United States, United States
James Thompson's Contact Details

James Thompson work email

James Thompson personal email

n/a
About James Thompson

We run four SmallCakes stores in the Kansas City, Missouri area. Find our stores in Crown Center, Lee's Summit, Glendale, and Liberty. Sales professionals of all kinds we are a great stop on your way to a key office appointment or sales call. Also a wonderful way to liven up meeting and conferences. Happiness in small packages.

James Thompson's Current Company Details
Lynndale Entrprises Inc.

Lynndale Entrprises Inc.

Principal at Lynndale Entrprises Inc.
James Thompson Work Experience Details
  • Lynndale Entrprises Inc.
    Principal
    Lynndale Entrprises Inc. Jul 2017 - Present
    Kc Mo
    We operate five small cake stores in the Kansas City MO metro area, Lees Summit, Crown Center, State Line, Liberty, and Glendale. Stop by on your way to a meeting or appointment. Recently voted best cupcakes in Kansas City, our product can make any meeting a little sweeter.
  • Client One Securities, Llc
    President & Cco
    Client One Securities, Llc Dec 2016 - Apr 2017
    Leawood, Ks
    Educational and fulfilling, if brief, experience helping client one transform from a smaller firm into one ready to grow. Had the chance to meet and work with some of the finest professionals in the industry.
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  • Waddell & Reed
    Sr. Financial Planning Consultant
    Waddell & Reed 2013 - Nov 2016
    Overland Park, Kansas City
    I worked for Waddell & Reed as a Sr. Financial Planning Consultant. We supervised the Choice Advisors financial planning activity directly and were secondary supervisors for the field on the Classic Advisors. We were also part of a multi-departmental team on a long term project to adjust OSJ functions from depending mostly on field supervision to a multi-faceted supervisory approach where most of the control would transition to the home office. This involved setting up workflows, procedures, and technology to affect this change efficiently as possible. I was privileged to work with Compliance and FAD (Marketing arm of Financial Planning) and several other departments to adjust to the many changes in regulations impacting our industry including, but not limited to, the Fiduciary Rule introduced by Department of Labor.
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  • The Leaders Group
    General Counsel
    The Leaders Group Jul 2005 - May 2013
    Littleton, Colorado
    As General Counsel responsible for due diligence research for new business partners and products and creating or negotiating contracts for new and existing partners across all business lines. I worked with other attorneys, teams, business owners as needed, as well as departments within The Leaders Group to achieve diverse goals. Coming to successful agreements required understanding of underlying business needs and risks for all parties. Supported advanced planning for presidents council and complex cases. I was also the leader of the transition team made up of senior employees from many different departments. During my time we grew from roughly 200 producing Representatives and Advisors to roughly 500.
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  • Flexible Plan
    Regional Vice President
    Flexible Plan Jul 2003 - Jul 2005
    I was responsible for promoting Flexible Plan's Advisory products as presenter and product expert for Advisors, insurance companies, and general agency groups in a 4 state region. I also presented to large and small groups of 401k plan participants through Nationwide and other 401k companies. .

James Thompson Skills

Segmentation Marketing Management Investments Market Research Asset Management Litigation Management Corporate Governance New Business Development Legal Affairs Securities Investment Advisory Licensing Agreements Corporate Law Insurance Securities Law Asset Managment Securities Regulation Life Insurance Licensing Mutual Funds Management Finra Series 7 401k Retirement Planning Wealth Management Estate Planning Risk Management Finance Financial Services Series 24 Fixed Annuities Variable Annuities Long Term Care Health Insurance Strategic Financial Planning Series 63 Financial Planners Iras Wealth Strategy Disability Insurance Retirement Series 6 Erisa Buy Sell Agreements Financial Advisory Alternative Investments Term Life Insurance Long Term Care Insurance

James Thompson Education Details

Frequently Asked Questions about James Thompson

What company does James Thompson work for?

James Thompson works for Lynndale Entrprises Inc.

What is James Thompson's role at the current company?

James Thompson's current role is Principal at Lynndale Entrprises Inc..

What is James Thompson's email address?

James Thompson's email address is jt****@****ell.com

What is James Thompson's direct phone number?

James Thompson's direct phone number is +130379*****

What schools did James Thompson attend?

James Thompson attended University Of Denver - Sturm College Of Law, Northwest Nazarene University.

What are some of James Thompson's interests?

James Thompson has interest in Economic Empowerment, Civil Rights And Social Action, Politics, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.

What skills is James Thompson known for?

James Thompson has skills like Segmentation, Marketing Management, Investments, Market Research, Asset Management, Litigation Management, Corporate Governance, New Business Development, Legal Affairs, Securities, Investment Advisory, Licensing Agreements.

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