Lisa Carlson's Location
Des Moines, IA, US
Lisa Carlson's Work
- Founder and Financial Advisor @ Carlson Wealth Management LLC
- Regional Vice President, Commercial Sales @ DHI Group, Inc.
- Manager, Internal Sales Team - Financial Institutions @ Athene
- Business Development Wholesaler @ Athene
- Business Consultant @ Telligen
- Internal Wholesaler @ Sammons Financial Group Companies
- Marketing Specialist @ American Equity
- Mutual Funds Omnibus Operations @ Pershing, a BNY Mellon company
- New Business Intern - Annuity Division @ Sammons Financial Group Companies
Lisa Carlson's Education
- Iowa State University - College of Business
Bachelor of Science in Business Administration, December 2008
2005 - 2008 - Yonsei University
Foreign Exchange Program
2007 - 2007 - IFEBP Certificate Series
Lisa Carlson's Skills
- Microsoft Excel
- Microsoft Office
- Customer Service
- Financial Analysis
- Leadership
- Financial Advisory
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
Lisa Carlson's Summary
Lisa Carlson, based in Des Moines, IA, US, is currently a Founder and Financial Advisor at Carlson Wealth Management LLC, bringing experience from previous roles at DHI Group, Inc., Athene USA and Telligen. Lisa Carlson holds a 2005 - 2008 Bachelor of Science in Business Administration, December 2008 @ Iowa State University - College of Business. With a robust skill set that includes Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Leadership and more, Lisa Carlson contributes valuable insights to the industry. Lisa Carlson has 1 email on RocketReach.
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