Max Carlson

Max Carlson Email and Phone Number

Stockton, CA, US
Max Carlson's Location
Stockton, California, United States, United States
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.

Max Carlson's Current Company Details
University of the Pacific - Eberhardt School of Business

University Of The Pacific - Eberhardt School Of Business

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Adjunct Faculty
Stockton, CA, US
Max Carlson Work Experience Details
  • University Of The Pacific - Eberhardt School Of Business
    Adjunct Faculty
    University Of The Pacific - Eberhardt School Of Business
    Stockton, Ca, Us
  • M.C. Sales Consulting
    Chief Executive Officer
    M.C. Sales Consulting Aug 2021 - Present
    Stockton, Ca, Us
  • Greengrowth Cpas
    Executive Vice President Of Sales
    Greengrowth Cpas Jul 2022 - Sep 2024
    Los Angeles, California, Us
    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
  • Greengrowth Cpas
    Director Of Sales And Production
    Greengrowth Cpas Aug 2021 - Jul 2022
    Los Angeles, California, Us
    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
  • U.S. Bank
    Sales Manager
    U.S. Bank Nov 2018 - Aug 2021
    Minneapolis, Mn, Us
  • Wells Fargo
    Assistant Vice President
    Wells Fargo Sep 2004 - Nov 2018
    San Francisco, California, Us
    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
  • Edward Jones
    Investment Representative
    Edward Jones May 2003 - Jun 2004
    St. Louis, Mo, Us
    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.

Max Carlson Skills

Loans Sales Mortgage Lending Investments Sales Management Direct Sales Real Estate Credit Financial Statements Financial Planning Analytics Strategic Financial Planning Fha Investment Properties Tax Accounting Real Estate Transactions Commercial Lending Reo Foreclosures Loss Mitigation Mortgage Banking Management Customer Service First Time Home Buyers Financial Statement Review Selling Trainers Microsoft Technologies

Max Carlson Education Details

  • University Of The Pacific - Eberhardt School Of Business
    University Of The Pacific - Eberhardt School Of Business
    Business Adminstration
  • Grand Canyon University
    Grand Canyon University
    Finance

Frequently Asked Questions about Max Carlson

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 the current company?

Max Carlson's current role is Adjunct Faculty.

What is Max Carlson's email address?

Max Carlson's email address is ty****@****ail.com

What is Max Carlson's direct phone number?

Max Carlson's direct phone number is +120960*****

What schools did Max Carlson attend?

Max Carlson attended University Of The Pacific - Eberhardt School Of Business, Grand Canyon University.

What are some of Max Carlson's interests?

Max Carlson has interest in Kids, Collecting Antiques, Electronics, Gardening, Home Improvement, Reading, Automobiles, The Arts, Collecting, Home Decoration.

What skills is Max Carlson known for?

Max Carlson has skills like Loans, Sales, Mortgage Lending, Investments, Sales Management, Direct Sales, Real Estate, Credit, Financial Statements, Financial Planning, Analytics, Strategic Financial Planning.

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