Sue Thompson, Managing Director, is Head of the Institutional Asset Management\/RIA Channel, overseeing the firm's sales efforts with asset managers, ETF Investment Strategists, registered investment advisors and family offices.\nPrior to joining BGI in 2007, Ms. Thompson was a principal at Vanguard, heading the national sales team focused on national full service brokerage firms. She joined Vanguard in August 1999 as Senior Counsel, specializing in tax law and structured products. Prior to joining Vanguard, she was an attorney at Orrick, Herrington & Sutcliffe, LLP in California, specializing in public finance.\nMs. Thompson is a CPA and holds her Certified Investment Management Analyst (CIMA) designation through the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania.\nMs. Thompson received her BA in accounting from the University of Washington and JD from the University of California, Davis.
Like what you see? Make sure you're getting it all
Tax Pro Today is the leading information resource for tax preparers and tax professionals – serving the community of practitioners who provide tax preparation, planning and consulting services to individuals and small businesses.