Cory Carlson
Financial Advisor at Tradition Wealth Management, LLC
- Role
- Investment Advisor at Tradition Wealth Management, Llc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Cory Carlson
Tradition Wealth Management is a high-level, high-touch wealth planning firm that…
Experience
Investment Advisor
Tradition Wealth Management, Llc
Sep 2019 — Present · Edina, MN, US
Education
Lakeville South High School
High School
2010 — 2014
Winona State University
Finance and Accounting
2014 — 2018
Skills
- Customer Service
- Microsoft Office
- Leadership
- Microsoft Excel
- Microsoft Word
- Management
- Social Media
- Organization Skills
- Budget Development
- Cash Flow Analysis
- Time Management
- Teamwork
- Google Analytics
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