Patrick Carlson
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Patrick Carlson Email & Phone Number

Associate General Counsel, Estate and Tax Product at Vanilla
Location: Cary, North Carolina, United States 7 work roles 4 schools
1 work email found @justvanilla.com 4 phones found area 608, 888, and 405 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email p****@justvanilla.com
Direct phone (608) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Associate General Counsel, Estate and Tax Product
Location
Cary, North Carolina, United States
Company size

Who is Patrick Carlson? Overview

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Quick answer

Patrick Carlson is listed as Associate General Counsel, Estate and Tax Product at Vanilla, a company with 184 employees, based in Cary, North Carolina, United States. AeroLeads shows a work email signal at justvanilla.com, phone signal with area code 608, 888, 405, and a matched LinkedIn profile for Patrick Carlson.

Patrick Carlson previously worked as Product Counsel at Vanilla and Vice President, Wealth Services at Rwa Wealth Partners. Patrick Carlson holds Executive Mba from Quantic School Of Business And Technology.

Company email context

Email format at Vanilla

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{first}.{last}@justvanilla.com
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AeroLeads found 1 current-domain work email signal for Patrick Carlson. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Estate Planning, Tax Law, Estate Law, Legal Practice Management, and 16 others.

Current workplace

Patrick Carlson's current company

Company context helps verify the profile and gives searchers a useful next step.

Vanilla
Vanilla
Associate General Counsel, Estate and Tax Product
Boston, MA, US
Website
Employees
184
AeroLeads page
7 roles

Patrick Carlson work experience

A career timeline built from the work history available for this profile.

Associate General Counsel, Estate And Tax Product

Boston, MA, US

Product Counsel

Current
Apr 2023 - Present

Vice President, Wealth Services

Newton, Massachusetts

Feb 2019 - Mar 2023

Estate Planning, Probate, And Tax Attorney

Carlson & Copeland

Norman, OK

Feb 2011 - Feb 2014
Team & coworkers

Colleagues at Vanilla

Other employees you can reach at justvanilla.com. View company contacts for 184 employees →

4 education records

Patrick Carlson education

FAQ

Frequently asked questions about Patrick Carlson

Quick answers generated from the profile data available on this page.

What company does Patrick Carlson work for?

Patrick Carlson works for Vanilla.

What is Patrick Carlson's role at Vanilla?

Patrick Carlson is listed as Associate General Counsel, Estate and Tax Product at Vanilla.

What is Patrick Carlson's email address?

AeroLeads has found 1 work email signal at @justvanilla.com for Patrick Carlson at Vanilla.

What is Patrick Carlson's phone number?

AeroLeads has found 4 phone signal(s) with area code 608, 888, 405 for Patrick Carlson at Vanilla.

Where is Patrick Carlson based?

Patrick Carlson is based in Cary, North Carolina, United States while working with Vanilla.

What companies has Patrick Carlson worked for?

Patrick Carlson has worked for Vanilla, Rwa Wealth Partners, Wealthcounsel, Llc, Law Office Of Meilman & Costa, P.C., and Carlson & Copeland.

Who are Patrick Carlson's colleagues at Vanilla?

Patrick Carlson's colleagues at Vanilla include Christin Cole, Laura Jogani, Grace Reed, Tamara Gaedtke, and Prosper Noubissi.

How can I contact Patrick Carlson?

You can use AeroLeads to view verified contact signals for Patrick Carlson at Vanilla, including work email, phone, and LinkedIn data when available.

What schools did Patrick Carlson attend?

Patrick Carlson holds Executive Mba from Quantic School Of Business And Technology.

What skills is Patrick Carlson known for?

Patrick Carlson is listed with skills including Estate Planning, Tax Law, Estate Law, Legal Practice Management, Practice Management, Legal Marketing, Legal Software, and Drafting Software.

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