About
Carrie
Carrie has more than 20 years of experience in the financial services industry, including bank branch operations, treasury products and services, and account management issues. Her high- touch customer service, attention to detail, and enthusiasm to take care of her clients brings a personal touch to the client experience.
She is primarily responsible for new account openings, coordinating distributions and account transactions, providing portfolio and tax information, and meeting the day-to-day needs of our clients.
Education and Professional Milestones
-University of North Dakota – bachelor’s and master’s degrees
Carrie has more than 20 years of experience in the financial services industry, including bank branch operations, treasury products and services, and account management issues. Her high- touch customer service, attention to detail, and enthusiasm to take care of her clients brings a personal touch to the client experience.
She is primarily responsible for new account openings, coordinating distributions and account transactions, providing portfolio and tax information, and meeting the day-to-day needs of our clients.
Education and Professional Milestones
-University of North Dakota – bachelor’s and master’s degrees