Steven Carlson Email and Phone Number
Steven Carlson work email
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Steven Carlson personal email
Steven Carlson phone numbers
As a seasoned financial services professional with global experience, I have had the privilege of serving on the board of financial services companies and leading advisory businesses. My expertise spans investment banking, asset management, risk management, structured finance/derivatives, sales, and research. I have held senior leadership positions at Lehman Brothers, where I was the global head of Emerging Markets for debt trading, sales, derivatives, capital markets, and research departments. I also served as the head of the Institutional Client Group for fixed income sales and product management. As a trader and risk manager, I headed the trading desk for mortgage-backed securities (MBS) derivatives and whole loan trading, including WL CMO and fixed-rate whole loan structuring, origination, and trading. Additionally, I was the Director of Mortgage-backed securities research at Lehman Brothers.My specialties include investment banking, asset management, risk management, structured finance/derivatives, sales, and research. I am also well-versed in US regulation, including securities laws such as Rule 15a6, and have experience with broker-dealers, brokers, and compliance. I am particularly interested in the intersection of finance and technology and am well-versed in fintech, regtech, insuretech, and market structure. As a SPAC sponsor, I am familiar with SEC and FINRA regulations and have experience chaperoning companies through the process.#investmentbanking #marketstructure #fintech #regtech #interpriseAI #USregulation #Rule15a6 #brokerdealers #compliance #spac #insuretech
Marco Polo Securities Inc.
View- Website:
- mpsecurities.com
- Employees:
- 7
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Chief Executive OfficerMarco Polo Securities Inc.New York, Ny, Us
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Co-FounderMarco Polo Exchange Apr 2020 - PresentNew York, Ny, Us -
Chief Executive OfficerMarco Polo Securities Inc. Jun 2017 - PresentNew York, New York, UsMarco Polo Securities is a US broker-dealer offering cross-border regulatory and distribution solutions to a robust network of local securities firms across the globe. Through our platform, we deliver technology solutions to bridge cross border divides in accessing the widest range of local market financial products.
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Managing PartnerPi Capital International Llc Jan 2016 - PresentNew York, Ny, UsPi Capital International LLC is an investment banking and advisory firm headquartered in New York City with a presence in Seoul, South Korea. Pi works with companies with a competitive edge that will cause significant change in their sector: clients with a unique vision, technology or business process. Pi identifies investors, acquisition opportunities and merger partners, for midsized companies worldwide. Securities offered through Marco Polo Securities Inc., member FINRA, SIPC. -
ChairmanRoadzen Sep 2023 - PresentNew York, UsRoadzen is transforming global Insurance for mobility using AI. Our products in Auto, Commercial Fleet, Travel and Mobile Insurance allow our customers seamless digital experiences while protecting them when they need it the most. -
Member Board Of DirectorsSouth Street Securities Holdings Inc. Sep 2005 - PresentNew York, New York, UsSouth Street Securities, along with its affiliates South Street Securities Holdings and Matrix Applications, offers a suite of products and services in support of fixed income trading and securities lending. South Street Securities works with its clients to help them decide which blend fits their needs, whether it is a trading, settlement, and clearance system or a fully outsourced fixed income desk and operations. -
Co ChairmanMagellan Global Inc Jan 2016 - PresentFinancial Services Holding Company
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Member Board Of DirectorsQuantum Fintech Acquisition Corp. Feb 2021 - Feb 2024Quantum FinTech Acquisition Corporation (“QFTA”) is a blank check company incorporated as a Delaware corporation for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. While QFTA may pursue an initial business combination in any region or sector, we intend to focus our efforts on identifying high-growth financial services and FinTech businesses.The management team maintains industry-leading relationships across the FinTech landscape and is capable of identifying, analyzing, and determining business quality and the sustainable competitive advantages of a target company. -
President Intl Fcstone Financial Inc.Stonex Group Inc. Sep 2010 - Mar 2016New York, Ny, Us -
CeoProvident Group Dec 1998 - Sep 2010Provident Group is a New York-based boutique investment bank.
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Managing DirectorLehman Brothers, Inc. Jan 1986 - Jul 1998UsGlobal Head of Emerging Markets Fixed Income and Derivatives Head of Whole Loan Mortgage/CMO-Backed Securities DeskCo-Head of the Mortgage (MBS) DerivativesDirector of MBS/ABS Research and Quantitative ModelingHead of Institutional Sales Fixed Income (ICG) and Private Client Fixed Income -
Senior Financial AnalystFannie Mae Aug 1984 - Jan 1986Washington, District Of Columbia, UsSenior Financial analyst for CFO, portfolio analytics, pricing, capital markets
Steven Carlson Skills
Steven Carlson Education Details
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Harvard Kennedy SchoolBusiness And Government -
University Of MarylandEcon
Frequently Asked Questions about Steven Carlson
What company does Steven Carlson work for?
Steven Carlson works for Marco Polo Securities Inc.
What is Steven Carlson's role at the current company?
Steven Carlson's current role is Chief Executive Officer.
What is Steven Carlson's email address?
Steven Carlson's email address is sc****@****.global
What is Steven Carlson's direct phone number?
Steven Carlson's direct phone number is +121234*****
What schools did Steven Carlson attend?
Steven Carlson attended Harvard Kennedy School, University Of Maryland.
What are some of Steven Carlson's interests?
Steven Carlson has interest in Children.
What skills is Steven Carlson known for?
Steven Carlson has skills like Capital Markets, Investment Banking, Investments, Fixed Income, Derivatives, Emerging Markets, Structured Finance, Portfolio Management, Financial Modeling, Leadership, Asset Management, Risk Management.
Who are Steven Carlson's colleagues?
Steven Carlson's colleagues are David Sohnen.
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