Client Servicing Representative
Mary Schubbe serves as a Client Servicing Representative for Carlson Capital Management. Mary is the welcoming face you see when you visit our Twin Cities location in Bloomington and one of the voices you may hear when you call the firm. She is responsible for working with both new and current clients on account openings, fund transfers and many other key account servicing needs. In addition, Mary provides office management and client hospitality, manages client meeting confirmations, and works with the firm’s advisors and specialists by handling a variety of central administrative functions.
Mary joined CCM with more than twenty-five years of experience in customer service management, sales administration, project management, and operations support roles. Client servicing combined with managing multiple projects simultaneously has been a common thread in Mary’s career. When she’s not working, Mary enjoys attending her children’s sports activities and gardening. Mary grew up in Inver Grove Heights, Minnesota and now resides in Bloomington with her spouse and two children.