Expertise:
Working with high net worth clients and complex financial family matters
Major Product/SVS:
Financial and investment services for high net worth families
Hobbies/Sports:
Cooking; Playing golf; Going on adventurous travels
Education Degrees:
MBA, Northwestern University (1988); Bachelor of Science in Economics, Minor in Psychology, St. Olaf College (1984)
Charity:
Children's Memorial Hospital, Chicago, IL; National Kidney Foundation of Illinois
Number Of Years In Profession:
24
Number Of Years In Current Position:
2
What Does He/She Attribute Success To:
She attributes her success to her good work ethic and establishing great relationships for more than 20 years.
Why did you become involved in your profession or industry?:
She became involved in her profession after gaining experience on the institutional side of investment business and really enjoying it. After five years, she transitioned to the individual side.
Position Responsibilities and Duties:
Overseeing the business development and management of the Chicago office; Developing new client relationships; Assisting them with their financial and nonfinancial wealth needs; Supervising a team of employees
Where Will You Be In 5 Years:
In five years, Ms. Carrier Campion aspires to grow the firm tenfold and hire a staff to take on more responsibilities.