Chad Carlson
- Role
- Manager, Wealth Management at Boulay
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Manager, Wealth Management
Sep 2000 — Present
Note regarding recommendations: I cannot accept or provide recommendations regarding any financial related topic or product on this site
Education
University of Northwestern – St. Paul
Bachelor of Arts (BA), Accounting
1997 — 2000
Skills
- Investment Strategies
- Tactical Asset Allocation
- Fixed Income Portfolio Management
- Employee Stock Options
- Income Tax
- Mutual Funds
- Separately Managed Accounts
- Portfolio Management
- Personal Tax Planning
- Investment Portfolios
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