Operations Specialist 952.486.8467 952.230.6710 (Fax) Email Jacob
Jacob Gotto serves on Carlson Capital Management’s operations team as an Operations Specialist. In this role, Jacob collaborates closely with colleagues to support accurate data management and reporting for all clients. In addition, Jacob conducts regular audits to maintain CCM’s quality assurance processes.
Jacob graduated summa cum laude from South Dakota State University with a Bachelor of Science degree in mathematics. Jacob went on to earn a master’s degree in financial mathematics from the University of Minnesota Twin Cities. Prior to joining CCM, Jacob gained experience in the field by providing audit support to a large retirement solutions firm. Jacob is from the small town of Windom, Minnesota, but now lives in Minneapolis. In his free time, Jacob enjoys watching and playing sports and spending time with family and friends.
