Patrick Carlson

Patrick Carlson Email and Phone Number

Associate General Counsel, Estate and Tax Product @ Vanilla
Boston, MA, US
Patrick Carlson's Location
Cary, North Carolina, United States, United States
Patrick Carlson's Contact Details

Patrick Carlson personal email

n/a
About Patrick Carlson

I am a thoughtful, strategic, and collaborative team player who is equally impactful as an independent contributor. I aim to provide care and attention to clients and teammates while consistently delivering outstanding results.With a deep understanding of estate planning and tax law, I have guided numerous clients, attorneys, and advisors toward achieving their definition of success. Opinions expressed through posts or other interactions are solely my own and do not express the views or opinions of my employer, Vanilla.

Patrick Carlson's Current Company Details
Vanilla

Vanilla

View
Associate General Counsel, Estate and Tax Product
Boston, MA, US
Website:
justvanilla.com
Employees:
184
Patrick Carlson Work Experience Details
  • Vanilla
    Associate General Counsel, Estate And Tax Product
    Vanilla
    Boston, Ma, Us
    View
  • Vanilla
    Product Counsel
    Vanilla Apr 2023 - Present
    View
  • Rwa Wealth Partners
    Vice President, Wealth Services
    Rwa Wealth Partners Feb 2019 - Mar 2023
    Newton, Massachusetts
    View
  • Wealthcounsel, Llc
    Practice Development Manager
    Wealthcounsel, Llc Sep 2014 - Feb 2019
    View
  • Law Office Of Meilman & Costa, P.C.
    Estate Planning And Tax Attorney
    Law Office Of Meilman & Costa, P.C. Feb 2014 - Aug 2014
    Newton, Massachusetts
    View
  • Carlson & Copeland
    Estate Planning, Probate, And Tax Attorney
    Carlson & Copeland Feb 2011 - Feb 2014
    Norman, Ok
  • University Of Florida
    Graduate Tax Student
    University Of Florida Aug 2009 - May 2010
    Gainesville, Florida Area
    View

Patrick Carlson Skills

Estate Planning Tax Law Estate Law Legal Practice Management Practice Management Legal Marketing Legal Software Drafting Software Leadership Development Trusts Wills Tax Business Planning Estate Tax Planning Legal Writing Partnership Taxation Small Business Living Wills Living Trusts Probate

Patrick Carlson Education Details

Frequently Asked Questions about Patrick Carlson

What company does Patrick Carlson work for?

Patrick Carlson works for Vanilla

What is Patrick Carlson's role at the current company?

Patrick Carlson's current role is Associate General Counsel, Estate and Tax Product.

What is Patrick Carlson's email address?

Patrick Carlson's email address is pa****@****sel.com

What is Patrick Carlson's direct phone number?

Patrick Carlson's direct phone number is +160827*****

What schools did Patrick Carlson attend?

Patrick Carlson attended Quantic School Of Business And Technology, University Of Florida - Fredric G. Levin College Of Law, University Of Oklahoma College Of Law, University Of Oklahoma.

What are some of Patrick Carlson's interests?

Patrick Carlson has interest in Coffee, Estate Planning, Investing, Law Business Marketing, Attorney Marketing, Leadership Development, Llcs, Law Practice Technology, Education, Environment.

What skills is Patrick Carlson known for?

Patrick Carlson has skills like Estate Planning, Tax Law, Estate Law, Legal Practice Management, Practice Management, Legal Marketing, Legal Software, Drafting Software, Leadership Development, Trusts, Wills, Tax.

Who are Patrick Carlson's colleagues?

Patrick Carlson's colleagues are Kamian Jensen, Missy Bock, Matt Glover, 林雅雯, Jacob Halpern, Tamara Gaedtke, Hayley Rohn.

Not the Patrick Carlson you were looking for?

  • Patrick Carlson

    Patrick Carlson
    Program Director @ The Ability Experience | Strategic Communications, Project Management
    Fort Collins, Co
  • Patrick Carlson

    Patrick Carlson
    Associate Director, Facility Operations & Project Management At Stanford University’S Doerr School Of Sustainability
    San Francisco Bay Area
    6
    academyart.edu, yahoo.com, usfca.edu, yahoo.com, stanford.edu, stanford.edu

    5 +170748XXXXX

  • Patrick Carlson

    Patrick Carlson
    Vice President, Health Care Payment
    Annapolis, Md
    2
    gmail.com, jhu.edu
  • Patrick Carlson

    Patrick Carlson
    Vancouver, Wa
    3
    tek.com, sigmadzn.com, soneticscorp.com

    1 +136028XXXXX

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.