Tom Carlson Email & Phone Number
Founder and Portfolio Manager @ 8020 Capital LLC
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Tom Carlson Location
- Marietta, GA, US
Tom Carlson Work
- 2022 -now Founder and Portfolio Manager @
- 2010 -2022 Senior Portfolio Manager @
- 2007 -2010 Investment Manager II @
- 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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