Tom Carlson
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Tom Carlson Email & Phone Number

Director, Investment Banker, Arizona Municipal Finance Group at RBC Capital Markets
Location: Phoenix, Arizona, United States 8 work roles 3 schools
1 work email found @rbccm.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Current company
Role
Director, Investment Banker, Arizona Municipal Finance Group
Location
Phoenix, Arizona, United States
Company size

Who is Tom Carlson? Overview

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Quick answer

Tom Carlson is listed as Director, Investment Banker, Arizona Municipal Finance Group at RBC Capital Markets, a with 8684 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at rbccm.com and a matched LinkedIn profile for Tom Carlson.

Tom Carlson previously worked as Director, Investment Banker, Florida Municipal Finance Group at Rbc Capital Markets and Director - Lead Marketer, Direct Purchase Program at Rbc Capital Markets. Tom Carlson holds Bachelor Of Science - Bs, Political Science from United States Naval Academy.

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{first}.{last}@rbccm.com
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Profile bio

About Tom Carlson

As a Public Finance Investment Banker, I thrive at the intersection of growth and furthering existing client relationships. Focused on a ‘Client First’ theme, I am innovative and thoughtful in delivering financing solutions to help my clients and communities prosper. Exceptional transaction leadership is about creating great working relationships in a collaborative environment to achieve my clients financing goals - mission accomplished. Take ownership for personal and collective high performance, always earning the right to be my clients first choice.

Current workplace

Tom Carlson's current company

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RBC Capital Markets
Rbc Capital Markets
Director, Investment Banker, Arizona Municipal Finance Group
toronto, ontario, canada
Website
Employees
8684
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8 roles · 35 years

Tom Carlson work experience

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Director, Investment Banker, Arizona Municipal Finance Group

Current

Phoenix, Arizona, United States

Helping to grow the firm’s middle markets business, while serving the firm’s existing large issuer client base. Brings exceptional technical banking skills to deliver financing solutions that best meet the client’s needs.

2021 - Present ~5 yrs 6 mos

Director, Investment Banker, Florida Municipal Finance Group

St Petersburg, Florida, United States

Concurrent position. Served as lead banker for the firm’s large issuer clients in the State including major counties, cities, transportation entities, airports, seaports, and P3 clients nationwide. Lead banker on the 2020 Bond Buyer P3 Deal of the Year.

2017 - 2021 ~4 yrs

Director - Lead Marketer, Direct Purchase Program

St Petersburg, Florida, United States

Client facing Lead Marketer for RBC’s municipal balance sheet solutions. Created the firm’s Floating Rate Note, Flexible Drawdown Bond, and Appropriation Line products. Provided balance sheet products to solve client financing challenges more efficiently than public market solutions. Frequent speaker RBC, Bond Buyer, and NABL conferences.

2009 - 2021 ~12 yrs

Vice President, Direct Purchase Program

St Petersburg, Florida, United States

Established RBC’s Direct Purchase Program including initial set-up, documentation, as well as business, risk, and legal approvals. Served as lead banker for the tax-exempt financing vehicle used to purchase municipal securities for both proprietary and third-party account purposes.

2006 - 2009 ~3 yrs

Associate | Vice President, Investment Banker, Florida Municipal Finance Group

St Petersburg, Florida, United States

Delivered to senior bankers exceptional transaction processing, client servicing, and new business-related document creation and production. Junior member of team who developed significant client expertise on a first of its kind issuance, providing leadership from within resulting in the transaction earning The Bond Buyer’s 2004 Deal of the Year.

2001 - 2006 ~5 yrs

National Project Manager, Leadership & Management Curriculum, Nrotc The Citadel

Charleston, South Carolina, United States

Concurrent position. Developed innovative leadership curriculum and new course textbook for 2,500 NROTC students at 80 universities nationwide. Coordinated efforts of a six-person senior executive development team and built quality relationships throughout the product development process.

1999 - 2001 ~2 yrs

Instructor, Nrotc The Citadel

Charleston, South Carolina, United States

Served as mentor, coach, and facilitator for 100+ aspiring officer candidates. Hands on leadership style resulted in 97% scholarship selection rate. Provided instruction in Leadership and Management and Naval Weapons Systems.

1998 - 2001 ~3 yrs

F-14 Tomcat - Radar Intercept Officer - Worldwide Operations

Virginia Beach, Virginia, United States

Unflappable under pressure, aggressive self-starter with outstanding ability to master technical material and successfully apply results in a chaotic, stressful operating environment. Fully qualified through TOPGUN's Strike Fighter Weapon and Tactics (SFWT) syllabus to command a division of four F-14 aircraft in air-to-ground and air-to-air combat. ~1,000 flight hours and 300+ carrier landings. Two deployments to Persian Gulf in support of national security directives. Flew 33 missions over southern Iraq supporting United Nations No-Fly Zone.Positions held: Weapons Training Officer | Schedules Officer | Legal Officer | Aviation Electrician Branch Officer.

1992 - 1998 ~6 yrs
Team & coworkers

Colleagues at RBC Capital Markets

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3 education records

Tom Carlson education

FAQ

Frequently asked questions about Tom Carlson

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What company does Tom Carlson work for?

Tom Carlson works for RBC Capital Markets.

What is Tom Carlson's role at RBC Capital Markets?

Tom Carlson is listed as Director, Investment Banker, Arizona Municipal Finance Group at RBC Capital Markets.

What is Tom Carlson's email address?

AeroLeads has found 1 work email signal at @rbccm.com for Tom Carlson at RBC Capital Markets.

Where is Tom Carlson based?

Tom Carlson is based in Phoenix, Arizona, United States while working with RBC Capital Markets.

What companies has Tom Carlson worked for?

Tom Carlson has worked for Rbc Capital Markets and Us Navy.

Who are Tom Carlson's colleagues at RBC Capital Markets?

Tom Carlson's colleagues at RBC Capital Markets include Yuet Wa Chan, Alexis Stern, Srishti Sud, Amruta Jamgade, and Anish Kumar.

How can I contact Tom Carlson?

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What schools did Tom Carlson attend?

Tom Carlson holds Bachelor Of Science - Bs, Political Science from United States Naval Academy.

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