Keith Carlson Email & Phone Number
CEO and Managing Partner @ Roebling Capital Partners
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Keith Carlson Location
- Cincinnati, OH, US
Keith Carlson Work
- CEO and Managing Partner @ (June 2020 - Present)
- Shareholder and Managing Director (M and A) @ (January 2020 - Present)
- Managing Director - M and A Advisory @ (December 2018 - December 2019)
- Director of M and A Advisory @ (May 2017 - December 2018)
- Director @ (September 2014 - May 2017)
- Founder and Managing Partner @ (May 2014 - December 2015)
- Finance Manager - M and A @ Vantiv (May 2013 - May 2014)
- Vice President - Underwriting and Execution @ CapitalSouth Partners (August 2007 - June 2013)
- Analyst @ (June 2006 - June 2007)
- Analyst @ (May 2005 - May 2006)
- Financial Planning and Analysis Intern @ (May 2004 - May 2005)
Keith Carlson Education
- University of Kentucky
B.S. (Finance)
2001-2005 - Western Kentucky University
Bachelor of Science (B.S.) (Finance and Financial Management Services)
2001-2001
Keith Carlson Skills
- Financial Modeling
- Debt
- Securities
- Cash Flow Forecasting
- Capital
- Financial Analysis
- Due Diligence
- Investments
- Portfolio Management
- Loans
- Data Analysis
- Cash Flow
- Credit
- Analytics
- Funding
- Public Companies
- Analysis
- Mergers
- Excel
- Balance
- Microsoft Excel
- Mergers & Acquisitions
- Investment Banking
- Private Equity
- Equities
- Valuation
- Finance
- Capital Markets
- Strategy
- Corporate Development
- Business Development
- Business Valuation
- Strategic Planning
- Project Management
- Mergers and Acquisitions
- Cloud Computing
- Enterprise Software
- Strategic Partnerships
- SaaS
- Professional Services
- Program Management
- Start Ups
- Business Alliances
- Product Management
Keith Carlson Summary
- Keith Carlson, based in Cincinnati, OH, US, is currently a CEO and Managing Partner at Roebling Capital Partners. Keith Carlson brings experience from previous roles at VonLehman & Company Inc. and Silverstone Capital Advisors. Keith Carlson holds a 2001 - 2005 B.S. in Finance @ University of Kentucky. With a robust skill set that includes Financial Modeling, Debt, Securities, Cash Flow Forecasting, Capital and more. Keith Carlson has 5 emails and 6 mobile phone numbers on RocketReach.
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