Mary Keller

Mary Keller has a diverse work experience in the investment advisory business, with a focus on client service and operations. Mary has held various roles throughout their career, including Director of Operations and Client Service at Carlson Capital Management, Director of Client Services at Meristem Family Wealth, Senior Associate Client Services and Operations at Kopp Investment Advisors, Operations Manager at Hambrecht & Quist Equity Management, and Portfolio Assistant at Thorson Brown and Plunkett. Mary has demonstrated strong leadership skills, strategic thinking, and the ability to manage operational growth and improve efficiency in client service and operations.

Mary Keller attended St. Cloud State University from 1982 to 1987, where they obtained a Bachelor of Science (B.S.) degree in Finance, General. Mary later went on to study at the University of Wisconsin-Stout, although the duration and degree obtained from this institution are not specified.