Patrick Carlson Email & Phone Number
Associate General Counsel, Estate and Tax Product @ Vanilla
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Patrick Carlson Location
- Chicago, IL, US
Patrick Carlson Work
- 2025 -now Associate General Counsel, Estate and Tax Product @
- 2023 -2025 Product Counsel @
- 2019 -2023 Vice President, Wealth Services @
- 2014 -2019 Practice Development Manager @
- 2014 -2014 Estate Planning and Tax Attorney @
- 2011 -2014 Estate Planning, Probate, and Tax Attorney @ Carlson & Copeland
- 2009 -2010 Graduate Tax Student @
Patrick Carlson Education
- Quantic School of Business and Technology
Executive MBA
2023-2024 - University of Florida - Fredric G. Levin College of Law
LL.M.
2009-2010 - University of Oklahoma College of Law
J.D.
2006-2009 - University of Oklahoma
B.A.
2001-2005
Patrick Carlson Skills
- Estate Planning
- Tax Law
- Estate Law
- Legal Practice Management
- Practice Management
- Legal Marketing
- Legal Software
- Drafting Software
- Leadership Development
- Trusts
- Wills
- Tax
- Business Planning
- Estate Tax Planning
- Legal Writing
- Partnership Taxation
- Small Business
- Living Wills
- Living Trusts
- Probate
- LLC
- Planning
- Corporate Tax
- Marketing
- Spring
- Legal
- Corporate Law
- Attorney
- Spring Framework
Patrick Carlson Summary
- Patrick Carlson, based in Chicago, IL, US, is currently a Associate General Counsel, Estate and Tax Product at Vanilla. Patrick Carlson brings experience from previous roles at Vanilla, RWA Wealth Partners, WealthCounsel, LLC and Law Office of Meilman & Costa, P.C.. Patrick Carlson holds a 2023 - 2024 Executive MBA @ Quantic School of Business and Technology. With a robust skill set that includes Estate Planning, Tax Law, Estate Law, Legal Practice Management, Practice Management and more. Patrick Carlson has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Patrick Carlson?
Find contact details for 700 million professionals.
Others Named Patrick Carlson
Patrick Carlson
Senior Manager, Web Marketing
Arlington, VA, US
Patrick Carlson
Associate Director, Facility Operations and Project Management
California, United States
Patrick Carlson
CEO - Founder
Adelaide, SA, AU
Patrick Carlson
Public Affairs Manager
Phoenix, AZ, US
Patrick Carlson
Head of Advanced Concepts
Huntington Beach, CA, US
Patrick Carlson
Staff Technical Program Manager
Irvine, CA, US
Top Vanilla Employees
Nikkole Shamsuddin
Chief Customer Officer
Seattle, WA, US
Shirley Zhang
VP, Head of Sales
New York, NY, US
Andrew Gilbert
Director of Operations Support
Rapid City, SD, US
Conor O'Boyle
Director of Partnership and Client Success
New York, NY, US
Robyn Rossi
Vice President, People
Kirkland, WA, US
Lisa Toerner
Vice President of Product Management
Chicago, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co