Senior Operations Specialist
Shelly Greshik serves on Carlson Capital Management’s operations team as a Senior Operations Specialist. In this role, Shelly collaborates closely with colleagues to provide accurate data management and reporting for all clients. In addition, she conducts regular audits to maintain CCM’s quality assurance processes.
Shelly has spent more than three decades providing exceptional service and data management in various roles, including more than 10 years at a Twin Cities based wealth management firm. She is organized and detail-oriented, resulting in a high-quality experience for colleagues and clients alike.
Shelly earned her Bachelor of Arts in accounting from the University of St. Thomas. She grew up in the small town of Wimbledon, North Dakota, and currently resides in Chaska, Minnesota. Outside of her role at Carlson Capital Management, Shelly's time is centered around family and friends. She enjoys nature, stories, traveling, and learning about people and places.