Title:
Associate Platform Consultant
Team:
Business Development, Distribution & Advisor Services
Experience at CCMG:
9 Months
Industry Experience:
6 Years

Carly is an Associate Platform Consultant at Clark Capital Management Group. In this role, she serves as an internal sales consultant dedicated to educating advisors on Clark Capital’s investment strategies. Carly received a bachelor’s degree in Finance with a minor in Accounting from the University of Scranton and her MBA from William and Mary. She holds the FINRA Series 6 and 63 licenses.

Favorite Travel Destination
Zermatt, Switzerland
Personal Achievement
Ran 7 half marathons
Best Concert You've Been To
Zach Bryan, Quittin' Time Tour

Insights by Carly

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