Carla Lindblad
Lead Trading Specialist, RJFSCarla’s day-to-day responsibilities involve portfolio rebalancing, cash management, monitoring supervisory alerts, updating cost basis information and addressing investment queries from associates. Her primary objective is to provide efficient and accurate service to clients.
Her past professional experience includes a role as senior client associate at Wells Fargo Advisors in Washington D.C. and as an insurance agent at Bankers Life & Casualty in Madison, Wisconsin. Over the years, she has honed her skills in assisting clients managing portfolios.
She earned a Bachelor of Science in nutritional science from the University of Wisconsin-Madison in 2009.
When not in the office, Carla is a passionate reader, runner and traveler. She hails from Appleton, Wisconsin, and currently resides in Gaithersburg, Maryland.
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