Carson Lee is a finance professional with a Bachelor of Science in Finance from Minnesota State University, Mankato. Experience includes roles at Fidelity Investments as a Financial Services Representative and Relationship Manager from March 2024 to October 2025, and as a Retirement Consultant at Heartland Retirement Group from August 2023 to May 2024. Prior experience encompasses serving as Chief Financial Officer for Safe-T-Sential's in early 2021, where responsibilities included developing business plans and managing financial documentation. Labor experience includes positions at Waterfront Solutions LLC and Essig Tree and Landscaping Inc., focusing on team management, customer service, and project execution. Carson Lee also worked as an Associate Accountant at The Berg Group and as a Financial Representative at Northwestern Mutual.
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