Meet Elena Rose

Head of Quality and Assurance

Title:
Head of Quality and Assurance
Team:
Business Management
Experience at CCMG:
3 Years
Industry Experience:
23 Years

Elena is the Head of Quality and Assurance at Clark Capital Management Group. In this role, she is responsible for auditing accounts to ensure proper alignment with the client’s stated target, executing client-directed tax-loss harvesting requests, researching complex account cases, and resolving operational and trade issues. Elena received a bachelor’s degree in Business Administration with a concentration in Finance from Holy Family University. She also holds the Certified Securities Operations Professional (CSOP) designation.

Insights by Elena

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