Manuel Thompson

Integrations Project Manager at Allworth Financial

Manuel Thompson is an experienced professional in project management and integrations, currently serving as the Integrations Project Manager at Allworth Financial since April 2024. Prior roles include Sr. Specialist and Specialist in IT Program Management at Charles Schwab, where significant achievements included establishing a cross-enterprise oversight program and leading a significant Governance Risk and Compliance Transformation initiative that yielded $3 million in annual savings. Additional experience encompasses roles as a professional inspector at Burgess Inspection Group and Elite Performance Inspections, project manager at 4th Source, and various technical support and administrative positions in earlier career stages. Manuel holds an MBA and a BBA in Management Information Systems from The University of Memphis.

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Dallas, United States

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Allworth Financial

Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087