Carrie sets up new accounts, processes account service requests, and supports the Private Wealth Management and Financial Planning teams. She enjoys working in financial services, not only because it is valuable information for her own benefit, but because she likes seeing how it can give people confidence knowing they have a strategy in place.
Experience and Education
Carrie started in the financial services industry in 2004. Over the years, she held a variety of operations and compliance roles before deciding to transition to part-time work and join the IEM team. She holds her FINRA Series 7, 24, and 66 securities registrations through Commonwealth Financial Network® and received a bachelor’s degree in communications from the University of Minnesota Duluth.
Carrie lives in Woodbury with her husband, Jason, and two boys. She likes to keep busy by reading, biking, and playing sports with her family.