Experience

Carlson Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Investment Specialist

  • Feb 2023 - Present

  I am responsible for monitoring and reviewing client portfolios to maintain balances across asset classes, placing trades, and reviewing daily cash positions. In addition, I actively support data management and investment research for the firm. I am responsible for monitoring and reviewing client portfolios to maintain balances across asset classes, placing trades, and reviewing daily cash positions. In addition, I actively support data management and investment research for the firm.



Garda Capital Partners

• United States
• Investment Management
• 100 - 200 Employee

• Trading Assistant

  • Oct 2022 - Jan 2023



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Finance Leadership Development Program Associate at Ameriprise Financial

  • Jun 2021 - Jun 2022

  Completed a full 8-month rotation on the Mutual Fund Reporting Tax team in which I was responsible for overseeing multiple mutual funds. Managed the FLDP Newsletter Committee; organized and put together a quarterly newsletter to send out to employees at Ameriprise Financial. Produced many weekly, monthly, and quarterly reports in my second rotation on the Profitability Analytics team. Performed an analysis looking at a 5-year trend of the profitability of a 529 Savings Plan offered by Ameriprise. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • Jul 2020 - Aug 2020

  Primary responsibility was to aid in the development of an e-mail communication marketing project. Conducted market research and reported my findings to the managing director. Assisted associates by reaching out to clients regarding a new platform introduced by Morgan Stanley. Helped with other miscellaneous projects given to me by the managing director. Primary responsibility was to aid in the development of an e-mail communication marketing project. Conducted market research and reported my findings to the managing director. Assisted associates by reaching out to clients regarding a new platform introduced by Morgan Stanley. Helped with other miscellaneous projects given to me by the managing director.



OWATONNA COUNTRY CLUB

• United States
• Golf Courses and Country Clubs
• 1 - 100 Employee

• Grounds Crew Worker

  • May 2019 - Aug 2019

  Performed a variety of tasks ranging from mowing and cutting cups to rolling greens. Performed a variety of tasks ranging from mowing and cutting cups to rolling greens.



Viracon

• United States
• Glass, Ceramics and Concrete Manufacturing
• 300 - 400 Employee

• Technical Services Intern

  • May 2018 - Aug 2018

  Helped keep customer contact information as well as project data up to date. I also did file coding for the Technical Services team for new products. Frequently assisted the Sales team with data entry for projects. Helped keep customer contact information as well as project data up to date. I also did file coding for the Technical Services team for new products. Frequently assisted the Sales team with data entry for projects.



Viracon

• United States
• Glass, Ceramics and Concrete Manufacturing
• 300 - 400 Employee

• Product Data Intern

  • Jun 2017 - Aug 2017

  Assisted mainly the Architectural Design team with miscellaneous office projects. Such projects included marketing projects, data entry, and updating product and customer information. Assisted mainly the Architectural Design team with miscellaneous office projects. Such projects included marketing projects, data entry, and updating product and customer information.