Client Servicing Representative
Colleen Schneider serves as a Client Servicing Representative for Carlson Capital Management. She is the welcoming colleague you will see when you visit our Bloomington office and one of the voices you may hear when you call into the firm. Colleen assists clients with account openings, fund transfers and other account servicing needs. In addition, she works with the Bloomington advisory team and specialists by handling key administrative functions. Colleen is responsible for office management, hospitality, scheduling meetings and preparing materials for client presentations.
Colleen’s formal education includes studying fine art and psychology at higher education institutions in Minnesota and Montana. Her most recent professional roles include five years at Eden Prairie School District, three of those as an office assistant, preceded by seven years in production scheduling with a direct mail and marketing company. When not at work, Colleen especially enjoys camping and spending time with her grandsons. Colleen is also an artist primarily painting in acrylic and oils, but is always trying something new. She grew up in Shakopee, Minnesota, and now lives in Burnsville with her husband, Doug, and very near to their three children and six grandchildren.