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Robert Carlson Location
California, United States
Robert Carlson Work
Managing Director @ (September 2019 - Present)
Board Member and Treasurer @ (September 2018 - Present)
Managing Director @ (November 2015 - September 2019)
Managing Director @ (January 2010 - December 2015)
Executive Director, Technology Investment Banking Group @ (January 2003 - December 2010)
Associate @ (January 2000 - December 2003)
Summer Associate @ (January 1999 - December 1999)
Investment Banking Analyst @ (January 1996 - December 1998)
Co-Founder and Director @ San Francisco Urban Service Project (January 1993 - December 1996)
Robert Carlson Education
UCLA Anderson School of Management
MBA
1998-2000
University of California, Berkeley
BA
1988-1992
Robert Carlson Skills
Valuation
Capital Markets
Equities
Hedge Funds
LBO
Private Equity
Investment Banking
Strategy
Due Diligence
Mergers & Acquisitions
Corporate Finance
Fixed Income
Venture Capital
M&A experience
Financial Modeling
Leveraged Finance
Banking
Public Speaking
Microsoft Office
Entrepreneurship
Customer Service
Financial Analysis
Project Management
Mergers and Acquisitions
Marketing
SQL
Sales
Business Analysis
Robert Carlson Summary
Robert Carlson, based in California, United States, is currently a Managing Director at J.P. Morgan. Robert Carlson brings experience from previous roles at WildCare, Deutsche Bank, RBS and UBS Investment Bank. Robert Carlson holds a 1998 - 2000 MBA @ UCLA Anderson School of Management. With a robust skill set that includes Valuation, Capital Markets, Equities, Hedge Funds, LBO and more. Robert Carlson has 2 emails and 4 mobile phone numbers on RocketReach.
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