Jeff Thompson

Jeff Thompson Email and Phone Number

Operations Leader @ Wingate Wealth Advisors, Inc.
lexington, massachusetts, united states
Jeff Thompson's Location
Greater Boston, United States
Jeff Thompson's Contact Details
About Jeff Thompson

Jeff Thompson is a Operations Leader at Wingate Wealth Advisors, Inc.. He possess expertise in portfolio management, investments, financial modeling, equities, business analysis and 5 more skills.

Jeff Thompson's Current Company Details
Wingate Wealth Advisors, Inc.

Wingate Wealth Advisors, Inc.

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Operations Leader
lexington, massachusetts, united states
Website:
wingatewealthadvisors.com
Employees:
25
Jeff Thompson Work Experience Details
  • Wingate Wealth Advisors, Inc.
    Operations Team Leader
    Wingate Wealth Advisors, Inc. Jan 2022 - Present
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  • Windham Capital Management
    Director
    Windham Capital Management Oct 2009 - Jan 2022
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  • Blue Slate Solutions
    Consultant
    Blue Slate Solutions Oct 2007 - Oct 2009
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Jeff Thompson Skills

Portfolio Management Investments Financial Modeling Equities Business Analysis Asset Management Asset Allocation Asset Managment Management Risk Management

Jeff Thompson Education Details

Frequently Asked Questions about Jeff Thompson

What company does Jeff Thompson work for?

Jeff Thompson works for Wingate Wealth Advisors, Inc.

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

Jeff Thompson's current role is Operations Leader.

What is Jeff Thompson's email address?

Jeff Thompson's email address is jt****@****tal.com

What is Jeff Thompson's direct phone number?

Jeff Thompson's direct phone number is +160390*****

What schools did Jeff Thompson attend?

Jeff Thompson attended Stonehill College.

What skills is Jeff Thompson known for?

Jeff Thompson has skills like Portfolio Management, Investments, Financial Modeling, Equities, Business Analysis, Asset Management, Asset Allocation, Asset Managment, Management, Risk Management.

Who are Jeff Thompson's colleagues?

Jeff Thompson's colleagues are Matthew Lasker, Art Von Der Linden, Cara Whipkey, Fpqp®, Carol Khouri Cfp®, Cdfa™, Ceft™, Kathleen Ford, Timothy Mullin, Jason Sikorski.

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