Carl Petersen Email & Phone Number
Owner, Fractional CFO and AI Advisor @ Wyzin, Inc.
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Carl Petersen Location
- Tulsa, OK, US
Carl Petersen Work
- 2026 -now Owner, Fractional CFO and AI Advisor @
- 2025 -2026 Interim Head of Finance @
- 2024 -2025 Chief Financial Officer @
- 2019 -2024 VP Finance and Operations @
- 2019 -2019 Executive Director @
- 2019 -2019 Board Member - Secretary and Treasurer @ Startup Redding, Inc.
- 2018 -2019 Consulting CFO @
- 2017 -2018 Founder @
- 2017 -2017 Director, Business Process Improvement @
- 2016 -2017 Director, Business Intelligence @
- 2015 -2016 Director, Client Operations @
- 2014 -2015 Associate Director, Client Operations @
- 2012 -2014 Associate Director, Financial Services @
- 2010 -2011 Senior Manager, Finance and Accounting @
- 2010 -2010 Senior Internet Marketing Consultant @
- 2008 -2010 Finance, Strategy and "Get-It-Done" Consultant @
- 2006 -2009 Co-Founder, Managing Director of Finance and Analytics @ Enhanced Investment Partners, LLC
- 2005 -2006 Associate Financial Advisor @
- 2002 -2005 Investment Consulting Associate @
Carl Petersen Education
- Vanderbilt University
Bachelor of Science (• Honor Council Vice President • Freshman Orientation Leader)
Carl Petersen Skills
- Financial Modeling
- Management
- Managing Employees
- Process Improvement
- Business Strategy
- Analysis
- Strategy
- Leadership
- Financial Analysis
- Forecasting
- Strategic Planning
- Analytics
- Microsoft Excel
- Start-ups
- Accounting
- Financial Reporting
- Budgets
- Entrepreneurship
- Strategic Financial Planning
- Microsoft Office
- Cash Management
- Managerial Finance
- Business Process Improvement
- Salesforce.com
- Accounts Payable
- Revenue Forecasting
- Budgeting
- Cash Flow Forecasting
- US GAAP
- Process Development
- Collaborative Leadership
- Cross-functional Coordination
- Accounts Receivable
- Excel
- Visio
- Financial Management
- Process Management
- Cross Functional Coordination
- Start Ups
- Finance
- Operations
- Customer Service
- Project Management
- Alternative Investments
- Writing
- Fiduciary
- Consulting
- Sales
- Producers
- Solicitation
- Honor
- Serving
- Sales and Marketing
- Separately Managed Accounts
- Legal
- Pension Funds
- Technical Data
- Operating Agreements
- Investment Portfolios
- Science
- Security
- CRM
- Nashville
- Rapid Learning
- Investment Policy
- Qualifying Prospects
- Methodology
- Limited Partnerships
- Foundation
- Cell
- Trade Unions
- Crsp
- Sage Act
- Engineering
- Reports
- Asset Allocation
- Visual Basic
- Testing
- Policy
- Bookkeeping
- Benefits Negotiation
- Image
- Group Meetings
- Business Management
- Documentation
- Performance Reporting
- Research
- Reporting
- Chicago
- Concepts
- Consultative Selling
- Pensions
- Economics
- RFP
- Applications
- Reporting Tools
- Communication
- Investment Portfolio
- Business Operations
- Marketing
- Investment Advisory Services
- Mid Market
- QuickBooks
- Contractual Agreements
- ETFs
- Presentations
- Responsibility
- Council
- Code
- Marketing Materials
- Investments
- Materials
- Financial Services
- Compliance
- Outlook
- Securities
- Proposal Writing
- Theory
- Decision Making
- Templates
- Series 7
- Coordinated
Carl Petersen Summary
- Carl Petersen, based in Tulsa, OK, US, is currently a Owner, Fractional CFO and AI Advisor at Wyzin, LLC. Carl Petersen brings experience from previous roles at ID5.io, TrueData and Vintage Church LA. Carl Petersen holds a Bachelor of Science in • Honor Council Vice President • Freshman Orientation Leader @ Vanderbilt University. With a robust skill set that includes Financial Modeling, Management, Managing Employees, Process Improvement, Business Strategy and more. Carl Petersen has 2 emails and 3 mobile phone numbers on RocketReach.
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