CA

Cfp® Jason Kley Aif®

Director Of Operational Excellence/financial Planning at Carlson Capital Management

Jason Kley is the Director Of Operational Excellence/Financial Planning at Carlson Capital Management, a wealth management advisory firm in Minnesota. Prior to this role, Jason worked at Vector Wealth Management as a Financial Advisor and Union Pacific Railroad in various managerial roles. Jason holds an MBA in Finance/Strategy from Washington University in St. Louis and a BA in Mathematics/Computer Science from the University of St. Thomas.

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