Anjali serves as an Operations Analyst at Carlson Capital Management. As part of the operations team, Anjali is responsible for data analysis, database administration and internal reporting for the firm. She also implements and supports projects that enhance the firm’s operational efficiency, and works behind the scenes to ensure timely and accurate quarterly reporting for clients.
Anjali joined CCM with fifteen years of experience in the financial services industry. She has held the positions of Director of Client Services, Wealth Management Assistant, and Client Support Representative within other Twin Cities Financial Services firms.
Anjali is a graduate of the University of St. Thomas, where she earned her Bachelor of Business Administration degree. When not at work, Anjali enjoys taking trips to the North Shore, spending time with friends and family, and landscaping. Anjali grew up in Northeast Minneapolis, and now lives in Shakopee, Minnesota, with her husband and daughter.