Wayne Thompson

Wayne Thompson Email and Phone Number

Relationship Manager at The Beacon Group of Companies @ The Beacon Group of Companies
Wayne Thompson's Location
West Chester, Pennsylvania, United States, United States
Wayne Thompson's Contact Details

Wayne Thompson personal email

n/a
About Wayne Thompson

More than 30 years in financial services concentrated in qualified retirement plan, trust, and investment management. In-depth working knowledge of ERISA, portfolio management experience in a fiduciary environment and highly developed interpersonal skills make me especially effective in relationship management, consulting and product design functions.Specialties: Relationship Management, Client Portfolio Management, Employer Sponsored Retirement Plan Design Support, Defined Contribution Plan Participant Education and Enrollment, Business Development, Product Development

Wayne Thompson's Current Company Details
The Beacon Group of Companies

The Beacon Group Of Companies

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Relationship Manager at The Beacon Group of Companies
Wayne Thompson Work Experience Details
  • The Beacon Group Of Companies
    Relationship Manager
    The Beacon Group Of Companies May 2019 - Present
    King Of Prussia, Pa
    Securities offered through LPL Financial, Member FINRA/SIPC: For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third part posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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  • Ascensus
    Senior Retirement Plan Consultant
    Ascensus Nov 2011 - Apr 2019
    Dresher, Pa
    • Manage dedicated book of clients and vendor partners• Deliver value added consulting on complex plan design and process improvement to plan sponsors and their financial advisers • Ensure plans are in compliance with ERISA requirements• Coordinate service delivery of all aspects of plan administration including document maintenance, testing, annual DOL and IRS filings, tax reporting, daily record keeping, contribution and distribution processing, participant education, enrollment, and notice delivery
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  • Independent Retirement Plan Consulting
    Consultant
    Independent Retirement Plan Consulting Aug 2008 - Nov 2011
    Provided qualified retirement plan consulting services to local employers. • Implemented participant enrollment campaigns to increase employee participation and understanding• Conducted plan reviews and consulted with employers regarding plan design issues
  • First National Bank Of Chester County
    Portfolio Manager
    First National Bank Of Chester County Aug 2006 - Aug 2008
    Managed $100 million for 300+ clients including corporate retirement plan, institutional, trust and personal agency accounts. Responsible for primary relationship management of 70+ accounts. Exercised discretionary authority over portfolios of individual securities and mutual funds. Held lead authority for the mutual fund program including fund analysis, selection, monitoring and rebalancing.
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  • National Penn Bank (Investors Trust Company)
    Vice President Corporate Services
    National Penn Bank (Investors Trust Company) Feb 2002 - Oct 2003
    Relationship manager and investment officer for more than 50 corporate retirement plans and investment accounts totaling more then $50 million in assets. Responsibilities included new business developement from southeastern Pennsylvania territory.- Oversaw and coordinated delivery of comprehensive plan administration and investment management- Redesigned and documented plans to comply with regulatroy changes-Designed and presented enrollment meetings and educational seminars for client's employees
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  • Principal Financial Group (Delaware Charter Guarantee & Trust Company)
    Product Analyst And Senior Sales Representative
    Principal Financial Group (Delaware Charter Guarantee & Trust Company) 1991 - 1998
    As Product Analyst:-Implemented alliance relationships with major fund families including electronic trading links, and negotiated Administrative Services and Sub-TA agreements with late trading and revenue sharing arrangements.-Coordinated the design and implementation of a new daily valued 401(k) and profit sharing plan service offering "age weighted" and "tiered allocation" formulas.As Senior Sales Representative: Sold recordkeeping, trust and administration services for qualified (401(k), P/S, MPP, 403(b), 457) and non-qualified defined contribution plans to and through institutional partners and their broker, agent or advisor distribution networks.
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  • The Vanguard Group
    Participant Services Representative
    The Vanguard Group 1989 - 1991
    Provided plan administation and investment information and support to institutional defined contribution plan sponsors and their participants. As Marketing Representative (1986 to 1987) was member of elite 20 man marketing team that launched Vanguard's first REIT. Obtained Series 7 and 63.
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  • Ama Advisers
    Investment Counselor And Retirement Plan Specialist
    Ama Advisers 1987 - 1989
    Sold investment products and services to physicians and state medical societies.

Wayne Thompson Skills

Mutual Funds Investments Retirement Planning Portfolio Management Series 63 Risk Management Wealth Management Retirement Asset Allocation Series 7 Relationship Management Securities

Wayne Thompson Education Details

Frequently Asked Questions about Wayne Thompson

What company does Wayne Thompson work for?

Wayne Thompson works for The Beacon Group Of Companies

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

Wayne Thompson's current role is Relationship Manager at The Beacon Group of Companies.

What is Wayne Thompson's email address?

Wayne Thompson's email address is wa****@****sus.com

What schools did Wayne Thompson attend?

Wayne Thompson attended Penn State University, West Chester East High School.

What are some of Wayne Thompson's interests?

Wayne Thompson has interest in Coaching, Gardening, Hiking, Camping, Woodworking, Home Remodeling.

What skills is Wayne Thompson known for?

Wayne Thompson has skills like Mutual Funds, Investments, Retirement Planning, Portfolio Management, Series 63, Risk Management, Wealth Management, Retirement, Asset Allocation, Series 7, Relationship Management, Securities.

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