Marjorie Carlson

Relationship Manager at Capital Investment Counsel, LLC.

Marjorie Carlson has worked as a Relationship Manager at Capital Investment Counsel, LLC since November 2023. Prior to that, Marjorie held roles such as Analyst and Relationship Manager at Goldman Sachs Personal Financial Management. Marjorie also served as a Client Service Manager at United Capital Financial Advisers, LLC. Marjorie began their career as a Senior Trust Processor at TD Ameritrade in May 2000.

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Timeline

  • Relationship Manager

    November, 2023 - present