2006 -2008 Director of Investor Relations and Business Development @ Adam Friedman Associates
2006 -2006 Account Executive @ The Investor Relations Group
2003 -2006 Assistant Vice President @
2000 -2003 Certified Financial Manager @
1998 -2000 Registered Rep @
Phil Carlson Education
Kent State University
B.A. (Political Science)
1995-1998
Jamestown High School 1989-1993
Phil Carlson Skills
Investor Relations
IPO
Capital Markets
Venture Capital
Investment Banking
Equity Research
Asset Management
Equities
Investments
Due Diligence
Portfolio Management
Hedge Funds
Series 7
Institutional Investors
Retail Investors
Roadshows
Strategic Communications Counsel
Social Media
Asset Managment
Strategy
Financial Services
Strategic Communications
Institutional Investments
Research
Sales
Project Management
Business Development
Phil Carlson Summary
Phil Carlson, based in New York, NY, US, is currently a Managing Director at KCSA Strategic Communications. Phil Carlson brings experience from previous roles at Cirrus Financial Communications, Lippert Heilshorn, Adam Friedman Associates and The Investor Relations Group. Phil Carlson holds a 1995 - 1998 B.A. in Political Science @ Kent State University. With a robust skill set that includes Investor Relations, IPO, Capital Markets, Venture Capital, Investment Banking and more. Phil Carlson has 4 emails and 3 mobile phone numbers on RocketReach.
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