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Jim Thompson is an experienced financial professional with over three decades in wealth management. Currently serving as Vice President of Family Wealth at Sequoia Financial Group since April 2021, Jim previously held notable positions at CIBC Private Wealth Management as Managing Director and at Citizens Bank as Senior Vice President. Jim has a strong track record of leadership and revenue growth in private banking, having worked with affluent clients and closely held businesses. Throughout a progressive career that includes significant roles at Fifth Third Bank, Fifth Third Private Bank, and National City Bank, Jim has consistently demonstrated exemplary sales achievements and effective team management. Jim holds an MBA in Finance from the Weatherhead School of Management at Case Western Reserve University and a Bachelor of Science in Finance from Miami University.