Tom Carlson Email and Phone Number
Tom Carlson work email
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Tom Carlson personal email
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I’ve demonstrated strong domain knowledge, technical skills, and attention to detail in every role that I've assumed during my career. I have prior experience as an actuary, analyst, and retirement benefits consultant with significant experience in the automated administration and delivery of retirement plans, data management, and complex benefit calculations.Domain experience: Pension, 401(k), Healthcare, Investments. Programming/coding experience.
Independent
View- Website:
- region7aaa.org/pace-program
- Employees:
- 21
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Quantitative Strategy Developer | Independent Researcher | TraderIndependentSpring, Tx, Us
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Financial Markets Analyst / TraderSelf-Employed 2008 - PresentThe Woodlands, TxResearch, source, & develop quantitative trading systems that provide an edge across multiple market environments – and trade those systems in my own portfolios. Expertise in creating all-weather, low drawdown investment portfolios using strategic and tactical trading systems. Experience on TradeStation, TradingView, and Portfolio Visualizer software - I use these software packages to code custom indicators, strategies, and portfolios.
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Hr/Benefits Outsourcing Leader, Sw RegionHewitt Associates 1997 - 2007The Woodlands, TxPrimary benefits implementation and ongoing service delivery responsibility for entire book of Hewitt Southwest Region and firm wide mid-market outsourcing clients – Defined Benefit, Defined Contribution, Health and Welfare. Accountability for client satisfaction, operational improvements, and service profitability. Primary practice support for new sales, renewals, and contract negotiations. Continued to support small book of Defined Benefit legacy clients. -
Defined Benefit Administration System Consultant & Practice Leader, Sw RegionHewitt Associates 1990 - 1997The Woodlands, TxResponsible for requirements definition, data preparation/conversion, setup, coding, and testing of Hewitt’s proprietary defined benefit pension administration software, and custom client calculation spreadsheets. Performed complex benefit calculations – including Section 415(e) DB/DC combined limit, executive non-qualified SERP, and QDRO calculations. Prepared Form 5500 annual report for clients nationwide. Firm-wide expert in Section 415, government reporting, and taxation of retirement benefits.
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Actuarial Consultant / Systems ProgrammerHewitt Associates 1988 - 1990The Woodlands, TxResponsible for actuarial data preparation, actuarial valuations, and benefit calculations for the defined benefit pension plans of several subsidiaries of a key Hewitt Fortune 50 client headquartered in the Houston area. Member of a small implementation team in our Woodlands Center who developed a firm-wide system for automating the process of producing actuarial valuation reports.
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Actuarial Analyst / ProgrammerWillis Towers Watson 1986 - 1988Dallas, TxPrepared census data, ran pension valuations, produced valuation reports. Prepared individual pension calculations, Social Security estimates. Prepared Form 5500 (w/Sch B). Primary systems consultant and programmer (FORTRAN) on several PC-based installed TPF&C PENCALC pension administration systems for large company clients in Dallas/Fort Worth area. Prepared a comprehensive spreadsheet for projecting FAS 87 costs for a major Dallas area oil and gas client, just as FAS 87 was being rolled out. -
Congressional InternU.S. Congress Jun 1985 - Jul 1985Washington D.C. Metro AreaCongressional Intern for U.S. Congressman Mac Sweeney, (Republican - 14th district - TX).Answered constituent letters and phone calls. Conducted research on positions through Library of Congress and Washington-area think tanks. Wrote and edited position papers for the Congressman. Was intern team leader for last month on the job.
Tom Carlson Skills
Tom Carlson Education Details
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Business Administration And Management, General -
Economics -
Associate Of The Society Of ActuariesAsa
Frequently Asked Questions about Tom Carlson
What company does Tom Carlson work for?
Tom Carlson works for Independent
What is Tom Carlson's role at the current company?
Tom Carlson's current role is Quantitative Strategy Developer | Independent Researcher | Trader.
What is Tom Carlson's email address?
Tom Carlson's email address is th****@****ast.net
What schools did Tom Carlson attend?
Tom Carlson attended Southern Methodist University - Cox School Of Business, Texas A&m University, Associate Of The Society Of Actuaries.
What skills is Tom Carlson known for?
Tom Carlson has skills like Management, Trading, Leadership, Economics, Outsourcing, Trading Systems, Stocks, Investments, Research, Risk Management, Change Management, Equities.
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Tom Carlson
Public Finance Investment Banker At Rbc Capital Markets | Creates Financing Solutions | Transaction Leadership | Client Relationships | Former U.S. Naval OfficerPhoenix, Az1rbccm.com -
Tom Carlson
Chicago, Il -
Tom Carlson
Washington Dc-Baltimore Area2edf-re.com, edf-re.com2 +165158XXXXX
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2yahoo.com, hl.com -
Tom Carlson
West Hollywood, Ca1stthomas.edu3 +165123XXXXX
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