Tiara Elg

Customer Service Representative at Carlson Capital Management

Tiara Elg has extensive experience in customer service and office management. Currently serving as a Customer Service Representative at Carlson Capital Management since May 2019, Tiara is responsible for welcoming clients and guests, managing office operations, coordinating hospitality, scheduling meetings, and preparing materials for client presentations. Prior to this role, Tiara worked as a Personal Banker at First Minnetonka City Bank from August 2005 to May 2019, where valuable skills in client relations and financial services were developed.

Location

Minneapolis, 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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