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
- Owner, Fractional CFO and AI Advisor @ (February 2026 - Present)
- Interim Head of Finance @ (November 2025 - January 2026)
- Chief Financial Officer @ (May 2024 - October 2025)
- VP Finance and Operations @ (December 2019 - April 2024)
- Executive Director @ (May 2019 - October 2019)
- Board Member - Secretary and Treasurer @ Startup Redding, Inc. (January 2019 - May 2019)
- Consulting CFO @ (October 2018 - April 2019)
- Founder @ (October 2017 - September 2018)
- Director, Business Process Improvement @ (March 2017 - October 2017)
- Director, Business Intelligence @ (September 2016 - February 2017)
- Director, Client Operations @ (June 2015 - August 2016)
- Associate Director, Client Operations @ (October 2014 - May 2015)
- Associate Director, Financial Services @ (January 2012 - September 2014)
- Senior Manager, Finance and Accounting @ (November 2010 - December 2011)
- Senior Internet Marketing Consultant @ (May 2010 - October 2010)
- Finance, Strategy and "Get-It-Done" Consultant @ (January 2008 - May 2010)
- Co-Founder, Managing Director of Finance and Analytics @ Enhanced Investment Partners, LLC (July 2006 - December 2009)
- Associate Financial Advisor @ (May 2005 - June 2006)
- Investment Consulting Associate @ (January 2002 - May 2005)
Carl Petersen Education
- Vanderbilt University
Bachelor of Science (Economics and Engineering Science)
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 Economics and Engineering Science @ 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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