Frank (Skip) Thompson Email and Phone Number
Frank (Skip) Thompson work email
- Valid
- Valid
Frank (Skip) Thompson personal email
- Valid
Frank (Skip) Thompson phone numbers
Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover:• Retirement planning• Education planning • Estate planning strategies • Risk Management • Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements
Integrated Wealth Advisors
View- Website:
- intersectioncafe.com.au
- Employees:
- 7
-
Partner And Financial PlannerIntegrated Wealth AdvisorsWashington, Dc, Us
-
Partner And Financial Planner At Integrated Wealth AdvisorsIntegrated Wealth Advisors 2024 - Present
-
Financial PlannerPrudential Financial Aug 2021 - PresentNewark, New Jersey, UsA Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment. -
Financial AdvisorEdward Jones Jun 2015 - Aug 2021St. Louis, Mo, UsHelping individuals, families, and small businesses achieve their financial goals such as planning for or living in retirement, funding education, preparing for the unexpected, and estate considerations.I follow a defined process to first understand what is most important to my client or prospective client. With this insight I develop a personalized strategy for my client and partner with them to stay on track for the rest of their life.We focus on helping long term investors find tailored solutions to help reach their financial goals. This is provided by unparalleled service and resources. -
Director Of Sales For Eastern Region, Key Markets GroupHarland Clarke Mar 2014 - Dec 2014San Antonio, Texas, Us• Joined the new Key Markets group formed to work closely with clients billing $1,000,000 or more • Lead a team of senior account executives to optimize strategic solutions for existing clients, establish best practices and develop new business -
Director Of Sales For Eastern RegionHarland Clarke Jul 2011 - Feb 2014San Antonio, Texas, Us• Understand and analyze financial institutions’ market position and needs.• Develop strategic plans and tactics to help clients achieve their organizational goals.• Lead a sales team calling on key accounts for the Eastern U.S.• Named Director of the Year for Revenue Growth in 2010.
-
Director Of Sales, Mid AtlanticHarland Clarke Jan 2008 - Jun 2011San Antonio, Texas, Us• Integrated sales representatives from three newly integrated legacy companies, Harland, Liberty and Clarke American.• Managed 10 senior account executives covering the eastern U.S.• Responsible for $55,000,000 in annual revenue. • Responsible for 100% client retention and year over year revenue growth.
-
Regional Vice PresidentHarland Clarke May 2006 - Dec 2007San Antonio, Texas, Us• Managed three sales teams covering the eastern United States.• Responsible for $50 million profit and loss (P&L).• Negotiated contracts and developed proposals for major accounts.• Facilitated the integration of Liberty and Harland solutions and sales teams after acquisition. • Coached sales managers to improve performance and employee satisfaction.• Achieved 102.3% of annual quota in the first six months of 2007, increasing projected revenue by 4%.• Personally involved in renewing more than $2 million in existing business, including renegotiating the company’s largest contract with a revenue lift.• Implemented innovative sales strategies to boost profitability and gain market share.• Restructured the sales team for improved efficiency and results.
-
District Sales ManagerJohn H. Harland Co. Jan 2004 - May 2006• Managed a team of eight account and senior account executives• Responsible for $13,000,000 in annual revenue across the northeast U.S. -
Senior Sales ExecutiveJohn H. Harland Co. Oct 2002 - Jun 2003• Managed and developed a sales territory generating $3,000,000 in annual revenue in the Washington, DC Metro area. • Achieved new sales of $300,000 and renewed $750,000 in contracts in eight months.
-
Key Account ExecutiveJohn H. Harland Co. 2002 - 2003
Frank (Skip) Thompson Skills
Frank (Skip) Thompson Education Details
-
West Virginia UniversityBusiness Administration And Marketing
Frequently Asked Questions about Frank (Skip) Thompson
What company does Frank (Skip) Thompson work for?
Frank (Skip) Thompson works for Integrated Wealth Advisors
What is Frank (Skip) Thompson's role at the current company?
Frank (Skip) Thompson's current role is Partner and Financial Planner.
What is Frank (Skip) Thompson's email address?
Frank (Skip) Thompson's email address is sk****@****nes.com
What is Frank (Skip) Thompson's direct phone number?
Frank (Skip) Thompson's direct phone number is +170362*****
What schools did Frank (Skip) Thompson attend?
Frank (Skip) Thompson attended West Virginia University.
What are some of Frank (Skip) Thompson's interests?
Frank (Skip) Thompson has interest in Community Service, Scuba Diving, Cycling, Underwater Photography, Golf.
What skills is Frank (Skip) Thompson known for?
Frank (Skip) Thompson has skills like Relationship Management, Financial Services, Competitive Analysis, Marketing Strategy, Sales Operations, Leadership, Business Development, Key Account Management, Marketing, Customer Retention, Contract Negotiation, Mergers And Acquisitions.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial