Cathy Carlson Email & Phone Number

Greater Minneapolis-St. Paul Area

As a Retirement Plan Services Relationship Manager my primarily responsibility is to develop and maintain strong client relationships by providing timely, accurate and responsive administrative services to retirement plans ranging from simple to complex in nature. Additionally, I am responsible for the retention and expansion of existing accounts and the development of new business along with the promotion of plan services. I spend time advising clients, from both an individual and corporate perspective concerning the design and administration of all forms of qualified and non-qualified retirement plans.

Minneapolis, Minnesota, United States

As the primary point of contact and service provider for existing and newly developed relationships, I provided expertise gained by my extensive experience in various roles as a trusted advisor in the financial services industry. I partnered with Private Bankers and Client Managers at City National Bank in relationship management activities to support high-net-worth families, and their related nonprofit organizations and professional services firms.

Greater Minneapolis-St. Paul Area

Lead Financial Guide focused on building relationships and helping clients reach their goals. My clients counted on me for financial guidance knowing that I had their best interest in mind. I also enjoyed leading a team of people that were passionate about offering financial guidance to our clients.

120 South Sixth Street, Suite 200, Canadian Pacific Plaza, Minneapolis, Mn

Branch Manager with a dedication to managing a team of five Relationship Bankers in Minneapolis, MN. Leading by example, I provided service delivery excellence, delivered the desired customer experience while ensuring branch security, safety, and sound branch operations. Serving as a Construction Loan Specialist, I assisted our clients with financing for new residential construction and home improvement loans in MN, ND and AZ. We were able to offer our clients customized credit solutions to help them as they buy, sell, build or remodel a home.

Greater Minneapolis-St. Paul Area

Private Bank Minnesota was a local, traditional bank with leading edge technology that made it possible to bank with them from everywhere. They served executives, entrepreneurs, businesses, and their owners whose unique needs demanded a simplified, closely-managed relationship. They prided themselves on providing extraordinary personal service by answering their phones and being available to clients.Private Bank Minnesota was aquired by Alerus.

Greater Minneapolis-St. Paul Area

Private Banker III managed full-service banking relationships with high net worth customers. Consulted with customers regarding financial needs. Recommend products and services for personal and business needs. Structured credit terms and submit loan packages for credit review and underwriting. Develop new business through interaction with internal and external resources. Managed a portfolio of 36MM in deposits and 28MM in loans.SALES AND SERVICE AWARDS• Recognized in 3rd and 4th quarter of 2003 as a Sales Star.• Recognized in 1st, 2nd and 4th quarter of 2004 as a Sales Star.• Recognized in 2nd, 3rd and 4th quarter of 2004 as a Service Starts With Me Winner.• Recognized in 2nd quarter of 2005 as a Sales Star.