Thomas Carlson

Thomas Carlson Email and Phone Number

Senior Vice President, Business Development & Sales Operations @ Zacks Professional Services
chicago, illinois, united states
Thomas Carlson's Location
New York City Metropolitan Area, United States
Thomas Carlson's Contact Details
About Thomas Carlson

Successful financial services sales and strategic accounts executive who excels at working with customers across wealth management intermediaries, asset management firms, institutional consultants and asset owners by bringing appropriate solutions to solve their business challenges and support their strategic priorities.I specialize in matching market data, research, FinTech and SaaS-based solutions with clients' enterprise needs to bring new insights and added efficiency into their daily business workflow.

Thomas Carlson's Current Company Details
Zacks Professional Services

Zacks Professional Services

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Senior Vice President, Business Development & Sales Operations
chicago, illinois, united states
Website:
zackspro.com
Employees:
15
Thomas Carlson Work Experience Details
  • Zacks Professional Services
    Senior Vice President, Business Development & Sales Operations
    Zacks Professional Services Oct 2024 - Present
    New York City Metropolitan Area
    View
  • Zacks Professional Services
    Vice President, Director Of Strategic Accounts
    Zacks Professional Services Jan 2019 - Sep 2024
    New York City Metropolitan Area
    View
  • Strategic Insight
    Director, Strategic Accounts
    Strategic Insight Feb 2016 - Apr 2017
    New York, New York, United States
    View
  • Investment Metrics
    Vice President, Sales & Marketing
    Investment Metrics Mar 2014 - Oct 2015
    Darien, Ct
    View
  • Morningstar
    Senior Vice President, Strategic Accounts
    Morningstar Mar 2006 - Mar 2014
    Greater New York City Area
    View
  • Ibbotson Associates
    Vice President, Regional Sales Director
    Ibbotson Associates Jul 1996 - Mar 2006
    Greater New York City Area
  • The Alcar Group
    Senior Account Manager, Northeast Region
    The Alcar Group May 1991 - Nov 1995
    Greater Chicago Area
  • The Alcar Group
    Senior Analyst, Management Consulting Group
    The Alcar Group Feb 1987 - May 1991
    Greater Chicago Area

Thomas Carlson Skills

Asset Allocation Mutual Funds Asset Management Portfolio Management Investments Alternative Investments Investment Strategies Financial Services Investment Management Wealth Management Equities Fixed Income Relationship Management Investment Advisory Financial Markets Hedge Funds Etfs Capital Markets Asset Managment Business Relationship Management Sales Management Coaching Direct Sales Strategic Partner Relationship Management Needs Assessment Contract Negotiation

Thomas Carlson Education Details

Frequently Asked Questions about Thomas Carlson

What company does Thomas Carlson work for?

Thomas Carlson works for Zacks Professional Services

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

Thomas Carlson's current role is Senior Vice President, Business Development & Sales Operations.

What is Thomas Carlson's email address?

Thomas Carlson's email address is th****@****c-i.com

What is Thomas Carlson's direct phone number?

Thomas Carlson's direct phone number is +120359*****

What schools did Thomas Carlson attend?

Thomas Carlson attended Depaul University.

What are some of Thomas Carlson's interests?

Thomas Carlson has interest in Social Services, Children.

What skills is Thomas Carlson known for?

Thomas Carlson has skills like Asset Allocation, Mutual Funds, Asset Management, Portfolio Management, Investments, Alternative Investments, Investment Strategies, Financial Services, Investment Management, Wealth Management, Equities, Fixed Income.

Who are Thomas Carlson's colleagues?

Thomas Carlson's colleagues are Keith W., Evangeline Dukas King, Chris Montgomery, Christopher Lesueur, Rachel Framke, Jb I., Rick Tisza.

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