Operations Specialist 651.319.8078 507.645.6408 (Fax) Email Lana
Professional Biography Lana Wallin is an Operations Specialist at Carlson Capital Management. In this role, Lana collaborates closely with colleagues to provide accurate data and account management. In addition, she conducts regular audits to maintain CCM's quality assurance processes.
Lana is a seasoned accounting professional with more than three decades of experience at a Twin Cities RIA wealth management firm. She is a graduate of District One Technical Institute in Eau Claire, Wisconsin, where she received an Associate Degree in accounting. The success she's experienced throughout her career is a testament to her passionate commitment to quality and details and the excitement she feels for work that fully leverages her skills in communications and analytics.
Lana lives in Prescott, Wisconsin, with her husband, Brad, two children, and two dogs. She strives to be active and embraces the outdoors. Over the years she has volunteered with many organizations, including in her church and as a youth sports coach, and is currently involved in fundraising initiatives in her community. Lana enjoys playing golf with her husband, is her son’s biggest basketball fan, and adores long walks with her daughter and their two energetic Aussiedoodles.
