Carrie A. Thompson
Investment Operations Associate
As a member of our investment operations team, Carrie is responsible for calculating, executing and facilitating daily trades, as well as managing our firm's portfolio management database.
She has more than 8 years' experience in the financial services industry, and holds a bachelor's degree in business administration from Pepperdine University.
An active member of Northwest Presbyterian Church, Carrie lives in Dublin with her husband and four children. When she’s not attending her kids’ sporting events, she enjoys traveling, reading and knitting.