Conner Kolodge
President & Investment Advisor at Cherry Tree Wealth Management
- Role
- Consultant at Balancing Life\'s Issues
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Experience
Consultant
Feb 2015 — Present
Delivered over 100 lectures to employees of companies participating in Employee Assistance Programs on behalf of Optum, Medica and Anthem• Educated and spoke on topics ranging from budgeting and identity theft to retirement and estate planning
Education
Yale School of Management
Wealth Management Theory & Practice
2018 — 2019
UMN Carlson School of Management
Bachelor of Science (B.S.), Accounting and Finance, Management Risk Insurance
2009 — 2012
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