1700 West 82nd St
Suite 110 [mailing]
Suite 150 [meetings]
Bloomington, MN 55431
Sue Rossi serves as Project Manager at Carlson Capital Management. In this role she serves as a key, shared project resource across all functional areas of the firm. Her responsibilities include planning, facilitation, budgeting, tracking, reporting, and implementation management of approved enterprise projects. Sue works with both senior leadership and the firm's functional teams on the execution of the project activities.
Sue comes to CCM with more than twenty years of experience providing marketing and communication solutions in the financial services industry, including retail mutual funds, regulatory entities and higher education providers. Prior to joining Carlson Capital Management, Sue was Director of Client Relations Services for the Office of the Treasurer of the University of California (UC). In this role, she was responsible for developing internal and external communication strategies, maintaining consistent messaging and cultivating relationships with key stakeholders throughout the University system. In previous roles, Sue served as an advertising analyst for the Investment Companies Regulation Department of the National Association of Securities Dealers Regulation, Inc. (now FINRA) based in Washington, D.C. Sue also served as a Vice President of Thornburg Investment Management in Santa Fe, New Mexico, as National Accounts Manager and as Manager of Research Communication.
Sue grew up in Rochester, Minnesota and graduated from St. Olaf College with a degree in American Studies. While she has lived and worked throughout the country, she has always considered herself a Minnesotan at heart and is pleased to have returned to put down roots in the historic Lowertown district of St. Paul. Sue has a daughter and twin sons and spends her free time curling and exploring Minnesota’s back roads.