Professional Biography
Audrey Day is a Paraplanner at Carlson Capital Management. In this role, Audrey works closely with the firm's wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. She is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Audrey also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, she is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.
Audrey is a graduate of the University of St. Thomas Opus College of Business with a Bachelor of Arts in business administration and a concentration in leadership and management. While on campus at St. Thomas, Audrey was active in the Women in Business club and a mentor to youth involved in the Big Brothers Big Sisters and Junior Achievement programs. Before joining CCM, Audrey completed an internship with the operations and investments team at a Minneapolis wealth management firm. In this work she provided support to wealth managers to enhance clients' service experience, conducted research to expand the firm's reach, and managed the accurate recordkeeping of client information. A common thread in her experiences is finding joy in collaboration, knowledge-sharing, project management, meeting deadlines, and exceeding goals.
Audrey is a Twin Cities native and currently lives in the western suburbs of Minneapolis. Outside of CCM, you can find her enjoying Minnesota's lakes, hiking, biking, playing pickle ball, or whipping up a new recipe in the kitchen.
Personal Thoughts I am motivated by challenges and successfully navigating them, collaborating with a team, and knowing that I am making a difference in people’s lives. I am naturally empathetic and I feel rewarded when building genuine relationships. My role within the CCM team is fulfilling for me as it brings together my organizational and analytical skills with meaningful relationships, working for clients in one of the most important aspects of their lives.
