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Tom Carlson Email & Phone Number
Quantitative Strategy Developer | Independent Researcher | Trader
at
Independent
1 work email found
@comcast.net
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Quantitative Strategy Developer | Independent Researcher | Trader
Location
Spring, Texas, United States
Company size
Who is Tom Carlson? Overview
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Quick answer
Tom Carlson is listed as Quantitative Strategy Developer | Independent Researcher | Trader at Independent, a with 21 employees, based in Spring, Texas, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Tom Carlson.
Tom Carlson previously worked as Financial Markets Analyst / Trader at Self-Employed and HR/Benefits Outsourcing Leader, SW Region at Hewitt Associates. Tom Carlson holds M.B.A., Business Administration And Management, General from Southern Methodist University - Cox School Of Business.
Company email context
Email format at Independent
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tcarlson@comcast.net
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Profile bio
About Tom Carlson
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.
Listed skills include Management, Trading, Leadership, Economics, and 44 others.
Current workplace
Tom Carlson's current company
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Independent
7 roles · 41 years
Tom Carlson work experience
A career timeline built from the work history available for this profile.
Financial Markets Analyst / Trader
Current
Self-Employed
Research, 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.
2008 - Present
~18 yrs 6 mos
Hr/Benefits Outsourcing Leader, Sw Region
Primary 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.
1997 - 2007
~10 yrs
Defined Benefit Administration System Consultant & Practice Leader, Sw Region
Responsible 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.
1990 - 1997
~7 yrs
Actuarial Consultant / Systems Programmer
Responsible 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.
1988 - 1990
~2 yrs
Actuarial Analyst / Programmer
Prepared 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.
1986 - 1988
~2 yrs
Congressional Intern
Congressional 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.
Jun 1985 - Jul 1985
3 education records
Tom Carlson education
M.B.A., Business Administration And Management, General
B.S., Economics
Asa
Associate Of The Society Of Actuaries
FAQ
Frequently asked questions about Tom Carlson
Quick answers generated from the profile data available on this page.
What company does Tom Carlson work for?
Tom Carlson works for Independent.
What is Tom Carlson's role at Independent?
Tom Carlson is listed as Quantitative Strategy Developer | Independent Researcher | Trader at Independent.
What is Tom Carlson's email address?
AeroLeads has found 1 work email signal at @comcast.net for Tom Carlson at Independent.
Where is Tom Carlson based?
Tom Carlson is based in Spring, Texas, United States while working with Independent.
What companies has Tom Carlson worked for?
Tom Carlson has worked for Independent, Self-Employed, Hewitt Associates, Willis Towers Watson, and U.S. Congress.
How can I contact Tom Carlson?
You can use AeroLeads to view verified contact signals for Tom Carlson at Independent, including work email, phone, and LinkedIn data when available.
What schools did Tom Carlson attend?
Tom Carlson holds M.B.A., Business Administration And Management, General from Southern Methodist University - Cox School Of Business.
What skills is Tom Carlson known for?
Tom Carlson is listed with skills including Management, Trading, Leadership, Economics, Outsourcing, Trading Systems, Stocks, and Investments.
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