Stephen Carlson Email & Phone Number
Executive Vice President @ Waterton
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Stephen Carlson Location
- Chicago, IL, US
Stephen Carlson Work
- 2023 -now Executive Vice President @
- 2011 -2025 Senior Vice President, Capital Markets and Transactions @
- 2005 -2010 Senior Vice President @
- 2000 -2005 Associate @
- 1997 -2000 Associate Director - Private Equity @
- 1992 -1995 Senior Consultant @
Stephen Carlson Education
- University of Michigan - Stephen M. Ross School of Business
MBA (Finance)
1995-1997 - Dartmouth College
BA (Economics)
1987-1991 - New Trier 1984-1987
- Quinlan School of Business, Loyola University Chicago
(High-Impact Leadership Certificate Program)
Stephen Carlson Skills
- Real Estate
- Financial Analysis
- Corporate Finance
- Debt & Equity Financing
- Valuation
- Fixed Income
- Private Equity
- Private Placements
- Financial Modeling
- Due Diligence
- Investments
- Asset Management
- Structured Finance
- Underwriting
- Mergers & Acquisitions
- Loans
- Capital Markets
- Portfolio Management
- Joint Ventures
- Real Estate Economics
- Credit Analysis
- Financial Structuring
- Finance
- Acquisitions
- Credit
- Restructuring
- Leveraged Finance
- Investor Relations
- Securities
- Equities
- Securitization
- Management
- Financial Services
- Analysis
- Real Estate Development
- Marketing
- Mergers and Acquisitions
- Debt and Equity Financing
- Public Speaking
- Microsoft Office
Stephen Carlson Summary
- Stephen Carlson, based in Chicago, IL, US, is currently a Executive Vice President at Waterton. Stephen Carlson brings experience from previous roles at Waterton, Bank of America Merrill Lynch, Banc of America Securities and MetLife. Stephen Carlson holds a 1995 - 1997 MBA in Finance @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Real Estate, Financial Analysis, Corporate Finance, Debt & Equity Financing, Valuation and more. Stephen Carlson has 3 emails and 4 mobile phone numbers on RocketReach.
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