2004 -2007 Senior Portfolio Manager @ Metropolitan National Bank
1999 -2004 Portfolio Manager @
Tom Carlson Education
Iowa State University
Bachelor of Business Administration (BBA) (Finance, General)
1988-1993
Grinnell Senior High School 1985-1988
Tom Carlson Skills
Portfolio Management
Finance
Fixed Income
Chartered Financial
Goals Based Investing
Financial Planning
Investment Management
Chartered Financial Analyst
Equity Research
Tom Carlson Summary
Tom Carlson, based in Marietta, GA, US, is currently a Founder and Portfolio Manager at 8020 Capital. Tom Carlson brings experience from previous roles at Northern Trust Corporation, Wells Fargo, Metropolitan National Bank and Bank of America. Tom Carlson holds a 1988 - 1993 Bachelor of Business Administration (BBA) in Finance, General @ Iowa State University. With a robust skill set that includes Portfolio Management, Finance, Fixed Income, Chartered Financial, Goals Based Investing and more. Tom Carlson has 1 emails and 2 mobile phone numbers on RocketReach.
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