Robert Carlson
Managing Director@ J.P. Morgan
San Francisco Bay Area
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Robert Carlson is a highly experienced professional with over 30 years of work experience in investment banking, valuation, private equity, and corporate finance. He has a strong background in financial modeling, capital markets, and mergers and acquisitions. Currently, he serves as the Technology Corporate Banking Coverage at J.P. Morgan in San Francisco. Prior to this, he held positions at Deutsche Bank and RBS, where he gained extensive expertise in general management and financial services. With a focus on technology and corporate banking, Robert Carlson is a valuable asset in the industry.
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Emails and Phone Numbers

@db.com
@rbs.com
@jpmorgan.com
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About

Technology Corporate Banking Coverage

Work Experience

270 Park Avenue, New York, NY, 10017, US

Financial Services

78581
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Robert Carlson's Professional Milestones

  • Investment Banking Analyst (1996-01-01~1998-01-01): Mastering advanced investment banking algorithms to optimize portfolio performance and enhance financial performance.
  • Managing Director (2019-09-01~): Successfully expanded and scaled the company's strategic leadership to drive organizational growth and maximize shareholder value.
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Education

UCLA Anderson School of Management
UCLA Anderson School of Management1998-2000
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