Patrick Carlson Email & Phone Number

Associate General Counsel, Estate and Tax Product @ Vanilla

5 free lookup(s).
No credit card required.

Patrick Carlson Location

Boston, MA, US

Patrick Carlson Work

2025 - now Associate General Counsel, Estate and Tax Product @ Vanilla
2023 - 2025 Product Counsel @ Vanilla
2019 - 2023 Vice President, Wealth Services @ RWA Wealth Partners
View Department

2014 - 2019 Practice Development Manager @ WealthCounsel, LLC
2014 - 2014 Estate Planning and Tax Attorney @ Law Office of Meilman & Costa, P.C.
2011 - 2014 Estate Planning, Probate, and Tax Attorney @ Carlson & Copeland
2009 - 2010 Graduate Tax Student @ University of Florida
View Department

see less

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

see less

Patrick Carlson Skills

Estate Planning
Tax Law
Estate Law

Legal Practice Management
Practice Management
Legal Marketing
Legal Software
Drafting Software
Leadership Development
Trusts

see less

Patrick Carlson Summary

Patrick Carlson, based in Boston, MA, 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.

Patrick Carlson Emails

Found 2 emails

Patrick Carlson Phone Numbers

Found 4 phone numbers

5 free lookup(s).
No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Redirecting you to the search page.

If you're not automatically redirected, please click here

Looking for a different Patrick Carlson?

Find contact details for 700 million professionals.

Search

Others Named Patrick Carlson

Patrick Carlson

Associate General Counsel, Estate and Tax Product at Vanilla

Boston, MA, US
2
- justvanilla.com
- gmail.com
4
- +1 608-270-XXXX
- +1 405-501-XXXX
- +1 405-801-XXXX
- +1 469-478-XXXX
Patrick Carlson

Staff Technical Program Manager at Rivian

Irvine, CA, US
2
- rivian.com
- rivian.com.ar
Patrick Carlson

Chief Executive Officer at Kiwetinohk Energy Corp.

Calgary, AB, CA
2
- kiwetinohk.com
- shaw.ca
5
- +1 403-454-XXXX
- +1 250-725-XXXX
- +1 403-819-XXXX
- +1 403-718-XXXX
- +1 403-286-XXXX

View Similar Profiles

Top Vanilla Employees

Gene Farrell

President and CEO at Vanilla

United States
4
- gmail.com
- bellsouth.net
- bloodworksnw.org
- justvanilla.com
5+
- +1 425-427-XXXX
- +1 425-427-XXXX
- +1 425-522-XXXX
- +1 425-283-XXXX
- +1 425-968-XXXX
- +1 770-623-XXXX
Sam Trapkin

Co-founder, VP of Product Strategy at Vanilla

Coeur d'Alene, ID, US
2
- gmail.com
- justvanilla.com
5
- +1 301-520-XXXX
- +1 301-459-XXXX
- +1 301-613-XXXX
- +1 301-577-XXXX
- +1 301-520-XXXX
Steve Lockshin

Founder at Vanilla

Cabo San Lucas, B.C.S., MX
3
- adviceperiod.com
- drinkpath.com
- justvanilla.com
5+
- +1 301-332-XXXX
- +1 301-998-XXXX
- +52 424 281 XXXX
- +52 732 335 XXXX
- +1 301-770-XXXX
- +52 424 281 XXXX
Nathan Hunt

Chief Financial Officer at Vanilla

Boise, ID, US
2
- gmail.com
- justvanilla.com
5+
- +1 541-889-XXXX
- +1 425-836-XXXX
- +1 206-914-XXXX
- +1 541-521-XXXX
- +1 541-915-XXXX
- +1 206-266-XXXX
Karen Nachbar

Chief Legal Officer at Vanilla

New York, United States
3
- yahoo.com
- justvanilla.com
- gmail.com
2
- +1 212-533-XXXX
- +1 917-679-XXXX
Hope Chau

VP, Associate General Counsel at Vanilla

San Diego, CA, US
3
- gmail.com
- yahoo.com
- justvanilla.com
5+
- +1 858-436-XXXX
- +1 858-337-XXXX
- +1 858-380-XXXX
- +1 714-432-XXXX
- +1 619-702-XXXX
- +1 858-546-XXXX
Patrick Carlson

Associate General Counsel, Estate and Tax Product at Vanilla

Boston, MA, US
2
- justvanilla.com
- gmail.com
4
- +1 608-270-XXXX
- +1 405-501-XXXX
- +1 405-801-XXXX
- +1 469-478-XXXX
Sarah McDaniel

Head of Enterprise Enablement at Vanilla

New York, NY, US
2
- justvanilla.com
- yahoo.com
5
- +1 646-322-XXXX
- +1 212-289-XXXX
- +1 913-422-XXXX
- +1 646-438-XXXX
- +1 913-568-XXXX
Deepa Bala

Head of Product at Vanilla

Kirkland, WA, US
2
- gmail.com
- justvanilla.com
5
- +1 425-829-XXXX
- +1 206-882-XXXX
- +1 425-482-XXXX
- +1 425-706-XXXX
- +1 206-413-XXXX
TJ Jann

Sr. Director, Enterprise Sales at Vanilla

New York, NY, US
4
- comcast.net
- aol.com
- justvanilla.com
- gmail.com
4
- +1 978-884-XXXX
- +1 203-742-XXXX
- +1 203-742-XXXX
- +1 510-223-XXXX
Cree Flory

Director of Engineering at Vanilla

State College, PA, US
2
- justvanilla.com
- gmail.com
2
- +1 610-639-XXXX
- +1 215-717-XXXX
Sarah Marriott

Director of Sales, Advisor Solutions at Vanilla

Los Angeles, CA, US
2
- gmail.com
- justvanilla.com
4
- +1 312-460-XXXX
- +1 203-683-XXXX
- +1 703-867-XXXX
- +1 203-856-XXXX

View Similar Profiles

How It Works

Get a Free Account

Search the #1 Contact Database

Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.

Use our AI-Powered Email Finder

Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.