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Max Carlson Email & Phone Number
Adjunct Faculty
at
University of the Pacific - Eberhardt School of Business
1 work email found
@usbank.com
2 phones found area 209
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Adjunct Faculty
Location
Stockton, California, United States
Who is Max Carlson? Overview
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Quick answer
Max Carlson is listed as Adjunct Faculty at University of the Pacific - Eberhardt School of Business, based in Stockton, California, United States. AeroLeads shows a work email signal at usbank.com, phone signal with area code 209, and a matched LinkedIn profile for Max Carlson.
Max Carlson previously worked as Chief Executive Officer at M.C. Sales Consulting and Executive Vice President Of Sales at Greengrowth Cpas. Max Carlson holds Bachelor’S Degree, Business Adminstration from University Of The Pacific - Eberhardt School Of Business.
Company email context
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{first}.{last}@usbank.com
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AeroLeads found 1 current-domain work email signal for Max Carlson. Compare company email patterns before reaching out.
Profile bio
About Max Carlson
Max Carlson is a seasoned and accomplished leader with over 21+ years of experience in the financial services industry. He currently serves as the Executive Vice President of Sales at GreenGrowth CPAs, the premier cannabis CPA firm for individuals and companies in the legalized medical and recreational cannabis industry among others.As the EVP of Sales, Max oversees a wide range of financial services and sound advice for clients, including audit and assurance, tax preparation, accounting and finance setup, advisory services, and outsourced CFO/COO programs. He leverages his M.B.A. in Finance and his expertise in tax accounting, foreclosures, management, and direct sales to drive business growth, minimize risk, and maximize deductions for clients under 280E and 471-C. He also helps clients with IPOs, due diligence, pro forma financial preparation, and tax/company structuring.Prior to joining GreenGrowth CPAs, Max held various positions at Wells Fargo Bank, N.A., where he excelled in sales, sales management, and production management. He managed a team of over 30 sales professionals and generated millions in annual revenue. He also cultivated a high-performing team that consistently met and exceeded targets, while staying abreast of the latest industry trends and best practices.Max is a dynamic and adaptable professional who thrives on challenges and opportunities in the rapidly evolving financial services landscape. He is a collaborative and resourceful leader who forges strong relationships with clients, partners, and stakeholders. He is passionate about continuous learning and personal growth, and he is committed to making a significant impact in the cannabis industry.
Listed skills include Loans, Sales, Mortgage Lending, Investments, and 24 others.
Current workplace
Max Carlson's current company
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University Of The Pacific - Eberhardt School Of Business
AeroLeads page
7 roles
Max Carlson work experience
A career timeline built from the work history available for this profile.
Chief Executive Officer
Current
Aug 2021 - Present
Executive Vice President Of Sales
We have been helping the cannabis industry since 2014 with a wide range of financial services and sound advice. We are that unicorn you have been looking for! Flexible, Informative, & Easy are all words that recent clients have used to describe their experience(s) with us. How Can We Help you GROW TODAY?-Audit and Assurance services for both private and publicly traded companies in both the USA and Canada-Tax Preparation-Accounting and Finance setup along with monthly operational support to help maximize your deductions under 280E and 471-C-Advisory Services across a range of tax/accounting related projects/needs-Outsourced CFO/COO Program's-Business Systems Accounting and Finance Setup-Industry Information Source (our blog, knowledge center on our website and our massive YouTube curated Library of custom created educational content)-Created the GreenGrowth Cannabis Index #GGCI7 & #GGCI25
Jul 2022 - Sep 2024
Director Of Sales And Production
GreenGrowth CPAs is the premier cannabis CPA firm for individuals and companies in the legalized medical and recreational cannabis industry who are looking for assistance in tax, compliance, and financial support.I help our clients: -Go Public- IPO's-Audit/Due Diligence-Full Range of Tax Preparation Services-Pro Forma Financial preparation-Tax/Company Structuring-CFO Suite of Services to help you realize your businesses full potential
Aug 2021 - Jul 2022
Sales Manager
Nov 2018 - Aug 2021
Assistant Vice President
As a Branch Sales Manager I responsible for directing and managing the sales activities of a branch of residential Home Mortgage Consultants, ensuring profitability, market share growth, and a high level of customer service. I also personally produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service. Strong sales and organizational skills are essential. Bi-lingual job seekers are encouraged to apply.Additional duties include:-Develop knowledge of company products, policies and procedures, and underwriting requirements-Understand real estate appraisals, title reports, and real estate transactions-Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures-Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk-Develop and maintains a high degree of visibility for WFHM in the marketplace-Perform miscellaneous duties as needed and required-If producing, receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
Sep 2004 - Nov 2018
Investment Representative
At Edward Jones I managed individual and corporate investment portfolios for the company and self sourced business. I maintained my Series 7 & 63 investment licenses as well as my insurance licenses for health, life and other various state licenses. My customer base grew from only 35 house accounts to over 170 at the time I left the company and began working for Wells Fargo Bank, N.A.
May 2003 - Jun 2004
2 education records
Max Carlson education
Bachelor’S Degree, Business Adminstration
University Of The Pacific - Eberhardt School Of Business
Master Of Business Administration (M.B.A.), Finance
Grand Canyon University
FAQ
Frequently asked questions about Max Carlson
Quick answers generated from the profile data available on this page.
What company does Max Carlson work for?
Max Carlson works for University of the Pacific - Eberhardt School of Business.
What is Max Carlson's role at University of the Pacific - Eberhardt School of Business?
Max Carlson is listed as Adjunct Faculty at University of the Pacific - Eberhardt School of Business.
What is Max Carlson's email address?
AeroLeads has found 1 work email signal at @usbank.com for Max Carlson at University of the Pacific - Eberhardt School of Business.
What is Max Carlson's phone number?
AeroLeads has found 2 phone signal(s) with area code 209 for Max Carlson at University of the Pacific - Eberhardt School of Business.
Where is Max Carlson based?
Max Carlson is based in Stockton, California, United States while working with University of the Pacific - Eberhardt School of Business.
What companies has Max Carlson worked for?
Max Carlson has worked for University Of The Pacific - Eberhardt School Of Business, M.C. Sales Consulting, Greengrowth Cpas, U.S. Bank, and Wells Fargo.
How can I contact Max Carlson?
You can use AeroLeads to view verified contact signals for Max Carlson at University of the Pacific - Eberhardt School of Business, including work email, phone, and LinkedIn data when available.
What schools did Max Carlson attend?
Max Carlson holds Bachelor’S Degree, Business Adminstration from University Of The Pacific - Eberhardt School Of Business.
What skills is Max Carlson known for?
Max Carlson is listed with skills including Loans, Sales, Mortgage Lending, Investments, Sales Management, Direct Sales, Real Estate, and Credit.
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