Experience

Carlson Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Jun 2023 - Present

  I work closely with the firm’s wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. I am responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. I also facilitate client-advisor communications and work proactively to monitor and complete client-related servicing activities. I work closely with the firm’s wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. I am responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. I also facilitate client-advisor communications and work proactively to monitor and complete client-related servicing activities.



Montessori School Of Duluth

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Teaching Assistant

  • Aug 2021 - May 2023



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Planning Intern

  • Sep 2022 - Dec 2022



Northview Bank

• United States
• Banking
• 1 - 100 Employee

• Intern/Customer Service Representative

  • May 2021 - Sep 2022



Petry's Bait

• Finlayson, Minnesota, United States

• Store Associate

  • Apr 2020 - Jan 2022