Meet Emily Thompson

Tax Transition Specialist

Title:
Tax Transition Specialist
Team:
Client Portfolio Management, Distribution & Advisor Services
Experience at CCMG:
6 Years
Industry Experience:
6 Years

Emily Thompson works on Clark Capital’s Client Portfolio Management Team where she is responsible for working with financial advisors to develop and implement tax transition plans for new and prospective high net worth clients. She began her career in the investment industry in 2018 with Clark Capital as a Sales Coordinator after graduating from Pennsylvania State University with a bachelor’s degree in Finance.

Insights by Emily

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