Brian Carlson Email & Phone Number
Senior Vice President, Chief Compliance Officer and Head of Distribution @ Hennessy Funds
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Brian Carlson Location
- Novato, CA, US
Brian Carlson Work
- 2013 -now Senior Vice President, Chief Compliance Officer and Head of Distribution @
- 2013 -2013 Senior Vice President - Head of Distribution @
- 2011 -2013 Principal @ Trivium Consultants
- 2007 -2011 Senior Managing Director @ NRP Financial, Inc./NRP Advisors, Inc.
- 2003 -2007 Executive Vice President @ National Retirement Partners, Inc.
- 2001 -2003 Regional Vice President @ State Street Research Asset Management
- 1997 -2001 Regional Vice President @ ING Group
Brian Carlson Education
- University of the Pacific - McGeorge School of Law
Doctor of Jurisprudence (JD) (Business Law & Taxation)
1994-1997 - University of Southern California
Bachelor of Arts (BA) (American History)
1990-1994
Brian Carlson Skills
- Mutual Funds
- Strategic Planning
- Contract Management
- Business Analysis
- Retirement
- Management Consulting
- Project Implementation
- Operational Due Diligence
- Mergers & Acquisitions
- Dissolution
- Mergers and Acquisitions
- Wealth Management
- Investment Management
Brian Carlson Summary
- Brian Carlson, based in Novato, CA, US, is currently a Senior Vice President, Chief Compliance Officer and Head of Distribution at Hennessy Advisors, Inc.. Brian Carlson brings experience from previous roles at Hennessy Funds, Trivium Consultants, NRP Financial, Inc./NRP Advisors, Inc. and National Retirement Partners, Inc.. Brian Carlson holds a 1994 - 1997 Doctor of Jurisprudence (JD) in Business Law & Taxation @ University of the Pacific - McGeorge School of Law. With a robust skill set that includes Mutual Funds, Strategic Planning, Contract Management, Business Analysis, Retirement and more. Brian Carlson has 2 emails and 3 mobile phone numbers on RocketReach.
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