Amy Rogers

Account Manager at Carlson Capital Management

Amy Rogers is an accomplished Account Manager currently with Carlson Capital Management since March 2019, bringing valuable experience from previous roles in similar positions at Patterson Companies, Inc. and Ceridian, where responsibilities included business development and sales. Amy's educational background includes a Master of Business Administration in Business Administration and Management from Minneapolis Community and Technical College, completed between 2010 and 2013, and a high school education from South Senior High School.

Location

Boston, United States

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Carlson Capital Management

Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.


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Employees

51-200

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