Cathy Carlson Email & Phone Number
Relationship Manager @ Trust Point Inc.
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Cathy Carlson Location
- Minneapolis, MN, US
Cathy Carlson Work
- 2022 -now Relationship Manager @
- 2020 -2021 Vice President and Senior Private Banking Officer @
- 2018 -2019 Lead Financial Guide @
- 2014 -2019 Branch Manager and Construction Loan Specialist @
- 2006 -2014 Vice President, Private Banking Sales Manager @ Private Bank Minnesota
- 2000 -2005 Vice President of Private Banking @
Cathy Carlson Education
- University of Minnesota
(Liberal Arts)
Cathy Carlson Skills
- Relationship Building
- Portfolio Management
- Customer Service
- Financial Services
- Retirement Planning
- 401k
- Banking
- Private Banking
- Customer Relationship Management (CRM)
- Small Business Lending
- Credit
- Mortgage Lending
- Management
- Finance
- Sales
Cathy Carlson Summary
- Cathy Carlson, based in Minneapolis, MN, US, is currently a Relationship Manager at Trust Point Inc.. Cathy Carlson brings experience from previous roles at City National Bank, Alerus, Alerus Financial and Private Bank Minnesota. Cathy Carlson holds a University of Minnesota. With a robust skill set that includes Relationship Building, Portfolio Management, Customer Service, Financial Services, Retirement Planning and more. Cathy Carlson has 2 emails and 2 mobile phone numbers on RocketReach.
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