The Carson Group

Description

Address: 2370 Kerner Blvd Suite 350, San Rafael, CA 94901 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5AMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 461-6248 Appointments: carsonwealth.com: : : : Place name: : : Website: Category: Website: http://www.carsonwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Carson Wealth Management Group Posting publicly on the Web Write a review Reviews Be the first to review

The Carson Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Carson Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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The Carson Group Employees

Employee
Years
Job
Industry
Emily K. Garcia Emily K. Garcia Austin, Texas Area Details
Emily K. Garcia's The Carson Group Experience October 2013 - January 2014
Job Lifestyle Sector Marketing Coordinator at Gensler Austin
Industry Public Relations and Communications
Experience
Gensler  February 2014 - Present
The Carson Group   October 2013 - January 2014
KOKE FM Austin   August 2013 - November 2013
Texas House of Representatives  August 2013 - October 2013
Faith Lutheran CDC   July 2005 - March 2012

Skills
Social Media Marketing, Creative Direction, Time Management, Public Relations, Student Housing, Proposal Writing, Business Development, Marketing, Corporate Communications

Education
Webster University   2012 — 2013
Master of Arts (M.A.), International Relations and Affairs

Texas A&M University-Corpus Christi   2009 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies, 3.8

Austin Community College   2004 — 2008
Associate of Arts (A.A.), Communication- Journalism

Lockhart High School   2001 — 2005
High School Diploma

Faith Lutheran

Ryan Gullum Ryan Gullum San Francisco Bay Area Details
Ryan Gullum's The Carson Group Experience 1999 - 1999
Job
Industry Banking
Experience
RSG Photography   2009 - Present
WesPay   May 2007 - Present
WesPay   January 2007 - July 2008
WesPay   June 2001 - May 2007
WesPay   December 1999 - June 2001
The Carson Group   1999 - 1999
Franklin Templeton Investments  1996 - 1998

Skills
ACH Auditor, SQL Database, IT Management, Customer Service, ACH, Databases, Administration, Writing, Real Estate Landscape..., Electronic Payments, Relational Databases, Crystal Reports, Payments, E-commerce, Microsoft SQL Server, System Administration, Integration, Project Management, SQL, Business Analysis, Nonprofits, Project Planning, Business Development, CRM, Management, Risk Management, Mobile Payments, Product Management, Vendor Management, Process Improvement, Payment Systems, Program Management

Education
California State University-East Bay   1999 — 2001
MBA, Computer Information Science

University of Phoenix, Sacramento   1996 — 1998
BS, Business Administration

Sierra College   1993 — 1995
Business Administration and Management, General

Evan Klein Evan Klein Phoenix, Arizona Area Details
Evan Klein's The Carson Group Experience 1996 - 1999
Job Founder & President at Satrix Solutions
Industry Management Consulting
Experience
Satrix Solutions   2008 - Present
iCrossing  2006 - 2008
Thomson Financial  2002 - 2005
Vitria Technology  2001 - 2002
Kestrel Solutions  2000 - 2001
AltaVista  1999 - 2000
The Carson Group   1996 - 1999
Georgeson  1992 - 1996

Skills
Business Process..., Strategy, Customer Satisfaction, Process Improvement, Customer Experience, Market Research, Net Promoter Score, Customer Retention, Leadership, Management Consulting, Management, Product Development, B2B, Business Strategy, Marketing Strategy, Customer Focus, Client Retention, Client Service, Customer Service, Operational Excellence, Sales Process, Strategic Planning, Analysis, Competitive Analysis, Client Services, Customer Relations, Client Relationship..., Process Optimization, Customer Loyalty, Segmentation, Employee Engagement, Employee Surveys, Analytics, Executive Management, Strategic Partnerships, Entrepreneurship

Education
Carnegie-Mellon University   1985 — 1989
BS, Economics

Jack Donahue Jack Donahue Greater New York City Area Details
Jack Donahue's The Carson Group Experience December 1994 - January 1996
Job Sales Director at Mulesoft
Industry Computer Software
Experience
MuleSoft Inc  May 2014 - Present
Badgeville  March 2012 - May 2014
Salesforce.com  April 2007 - March 2012
BMC Software  May 2001 - April 2007
Freedecision.com   January 2000 - April 2001
American Express  January 1996 - January 2000
The Carson Group   December 1994 - January 1996

Skills
SaaS, Salesforce.com, Enterprise Software, Cloud Computing, Solution Selling, Sales Process, Sales Enablement, Go-to-market Strategy, PaaS, Lead Generation, Strategic Partnerships, Demand Generation, Product Management, CRM, Analytics, Complex Sales, Sales, Business Alliances, Strategy, Business Intelligence, Cross-functional Team..., Business Development, E-commerce, Sales Management, Direct Sales, Start-ups, Sales Operations, Product Marketing, Mobile Devices, Selling, Partner Management, Channel Partners

Education
Tulane University   1990 — 1994
BA, Economics

Montgomery High School   1987 — 1990

Wendy Bergh Wendy Bergh San Francisco Bay Area Details
Wendy Bergh's The Carson Group Experience 1997 - 2000
Job SVP Operations at Minted
Industry Internet
Experience
Minted  March 2015 - Present
Walmart / @ Walmart Labs   March 2013 - March 2015
Walmart  March 2011 - March 2013
Walmart  July 2009 - April 2011
Walmart  June 2008 - July 2009
Walmart  July 2006 - June 2008
Gap, Inc.   June 2004 - June 2006
Symyx Technologies  June 2000 - June 2002
The Carson Group   1997 - 2000

Skills
Strategy, Cross-functional Team..., Mobile Commerce, E-commerce, Analytics, Digital Strategy, Mobile Devices, Business Development, Product Management, Merchandising, Leadership, Management, Digital Media, Strategic Partnerships, Business Strategy, Strategic Planning, Mobile Applications, Mobile Marketing, Mobile Technology, Retail, Multi-channel Retail, Online Retail, Competitive Analysis, Product Marketing, Multi-channel Marketing

Education
Stanford University Graduate School of Business   2002 — 2004
MBA

Colby College   1993 — 1997
BA

Chadwick School

Austin Conner Austin Conner Greater Philadelphia Area Details
Austin Conner's The Carson Group Experience June 1997 - April 1998
Job Investment Management and Corporate Finance Expert Seeking New Opportunities
Industry Investment Management
Experience
Stevens Capital Management  July 2007 - October 2014
Cowen & Company  August 2004 - April 2007
Capricorn Management LLC   May 2003 - August 2003
Brockway Moran & Partners  July 2000 - May 2002
Donaldson, Lufkin & Jenrette   May 1998 - June 2000
The Carson Group   June 1997 - April 1998

Education
The University of Texas at Austin - Red McCombs School of Business   2002 — 2004
MBA, Finance

Princeton University   1993 — 1997
BA, Sociology

Tracy Leone Tracy Leone Madison, New Jersey Details
Tracy Leone's The Carson Group Experience September 1992 - November 1992
Job Trustee at Madison Education Foundation
Industry Financial Services
Experience
Madison Education Foundation   June 2011 - Present
Credit Suisse Asset Management, LLC (formerly Warburg Pincus Asset Management, Inc.)   July 1997 - November 2002
Lord, Abbett & Co. LLC   November 1993 - July 1997
Cantor Fitzgerald, Inc.   September 1993 - November 1993
Fordham University  September 1992 - May 1993
The Carson Group   September 1992 - November 1992

Skills
Home for many years..., Experienced...

Education
Fordham University   1989 — 1993
Bachelor's Degree, Finance, College of Business Administration (renamed Gabelli School of Business)

Kathryn Mailey Kathryn Mailey State College, Pennsylvania Details
Kathryn Mailey's The Carson Group Experience June 2012 - August 2012
Job Executive Director at Penn State Dance Marathon
Industry Accounting
Experience
Penn State Dance Marathon  April 2014 - Present
Deloitte  June 2014 - Present
Deloitte  June 2013 - August 2013
Royal Chemical  June 2012 - August 2012
The Carson Group   June 2012 - August 2012
Gap Inc.  April 2011 - June 2012
Twin Lakes Association   May 2009 - August 2009

Skills
Merchandising, Retail, Fashion, Loss Prevention, Customer Service, Retail Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Photoshop, Final Cut Pro, Photoshop, Advertising, Social Media

Education
Penn State University   2011 — 2015
Bachelor's degree, Accounting, Junior

Hudson High School   2007 — 2011

Ricardo Gutierrez de Zubiaurre Ricardo Gutierrez de Zubiaurre Rhinebeck, New York Details
Ricardo Gutierrez de Zubiaurre's The Carson Group Experience 1998 - 2000
Job Principal Slacker
Industry Media Production
Experience
591 RBK Media   September 2009 - Present
Rabidly Red   August 2006 - September 2009
Long Island University  September 2002 - August 2006
Thomson Reuters  2000 - 2002
Long Island University  1999 - 2002
The Carson Group   1998 - 2000
Ernst & Young LLP  1996 - 1998
New York University  1996 - 1998

Skills
CSS, Photoshop, Video, Flash, HTML, Illustrator, Audio, ActionScript, JavaScript, XHTML, SQL, Web Standards, Computer Graphics, Audacity, Final Cut Studio, Color Grading, Large Format Printing, CFML, Gimp, RTSP, Recording, Graphic Design, Multimedia, SEO, Dreamweaver, Adobe Creative Suite, Integration, Web Design, Mac, Web Development, Graphics, XML, Wordpress, CMS, Troubleshooting, Mac OS X, Photography, After Effects, Programming, Windows, MySQL, HTML5, Public Speaking, Adobe Acrobat, XP, Red Hat Linux

Education
School of Visual Arts   1992 — 1994
MFA, Computer Art

School of Visual Arts   1987 — 1991
BFA, Photography

Mehran Farhat Mehran Farhat Greater Los Angeles Area Details
Mehran Farhat's The Carson Group Experience January 1998 - December 2003
Job Brand + Product Development, Retail Strategy, Experience Design and Integrated Marketing
Industry Retail
Experience
Mehran Farhat   January 2015 - Present
REMIX Brands   January 2012 - Present
MAVEN  2005 - 2014
Westfield  March 2007 - February 2010
The Carson Group   January 1998 - December 2003
Young & Rubicam  September 1996 - December 1997

Skills
Public Relations, Brand Architecture, Digital Marketing, Marketing Communications, Social Media, Strategic Planning, Advertising, Customer Insight, Digital Strategy, Affiliate Marketing, Negotiation, Online Advertising, Business Strategy, Business Development, Budgets, Direct Marketing, Brand Development, Strategy, Product Development, Marketing, Marketing Strategy, Social Media Marketing, Management, Integrated Marketing, Market Research, Digital Media, Brand Management

Education
USC Marshall School of Business   2004 — 2006
MBA, Strategy / Marketing / Entrepreneurial Studies

Tufts University   1992 — 1996
BA, International Relations / Economics

Sylvie Repeczky Sylvie Repeczky New York, New York Details
Sylvie Repeczky's The Carson Group Experience March 2000 - July 2000
Job Partner at Phoenix Investor Relations LLC, LLC
Industry Financial Services
Experience
Phoenix Investor Relations, LLC   January 2005 - Present
The Global Consulting Group   August 2002 - December 2004
Thomson Financial  July 2000 - July 2002
The Carson Group   March 2000 - July 2000
France Telecom North America  August 1996 - April 1998
Bankers Trust  July 1981 - May 1989

Skills
Investments, Investor Relations, Corporate Finance, Strategy, Financial Markets, Management, Strategic Planning, Financial Communications, IPO, Analytics, Finance

Education
INSEAD   1980 — 1981
Master of Business Administration (MBA), Finance and Marketing

University of Paris VII, France
Master's degree, Physics and Chemistry

Derek Olsen Derek Olsen West Palm Beach, Florida Area Details
Derek Olsen's The Carson Group Experience 1999 - 2000
Job Associate Broker at Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman Real Estate  March 2008 - Present
Prudential Douglas Elliman  June 2003 - Present
Pepper6 Productions   2002 - 2003
Thomson Financial  2000 - 2001
The Carson Group   1999 - 2000

Skills
Corporate Relocation, Condos, Real Estate, Leases, Investments, Relocation, Luxury, Short Sales, Investment Properties, Townhomes, Sellers, Home

Education
New York University   2002 — 2002
Certification, Digital Videography

Rollins College   1993 — 1999
Bachelor's Degree, Elementary Education

Art Institute of Fort Lauderdale   1996 — 1997
Associate Degree, Multimedia

Jason Lurie Jason Lurie San Francisco Bay Area Details
Jason Lurie's The Carson Group Experience May 1998 - July 1999
Job Real Estate Attorney
Industry Real Estate
Experience
Reynolds & Brown, Inc   December 2005 - Present
Foley & Mansfield  July 2004 - December 2005
Severson & Werson  October 2002 - March 2004
The Carson Group   May 1998 - July 1999
U.S. Senator Harry Reid   May 1993 - August 1993

Skills
Mediation, Litigation, Disposition, Commercial Real Estate, Corporate Law, Bankruptcy, Product Liability, Torts, Real Estate, Depositions, Motions, Trials, Property Law, Real Estate Transactions, Leases, Management, Dispositions

Education
University of San Francisco School of Law   1999 — 2002
Juris Doctor

University of California, Davis   1992 — 1996
Bachelor of Arts, Political Science; Rhetoric and Communications

David Levine David Levine San Francisco Bay Area Details
David Levine's The Carson Group Experience January 1997 - January 1999
Job Global Head of Analytics Products, Platform Strategy and Innovation
Industry Financial Services
Experience
NASDAQ  June 2013 - Present
Thomson Reuters  January 2008 - May 2013
Thomson Reuters  January 2007 - December 2008
Thomson Reuters  January 2006 - December 2007
Thomson Financial  January 2000 - December 2005
Thomson Financial (acquired The Carson Group)   January 1999 - November 2000
The Carson Group   January 1997 - January 1999
The Carson Group   January 1996 - January 1997
The Carson Group   January 1995 - January 1996
European Privatization and Investment Corp (EPIC)   September 1992 - July 1994

Skills
Product Management, Competitive Analysis, New Business Development, Product Development, Investor Relations, Cross-functional Team..., SaaS, Analytics, Strategy, Acquisition Integration, Solution Selling, Strategic Planning, Financial Services, Business Strategy, Financial Markets, Business Development, Merger Integration, Quantitative Research, Quantitative Analytics, Enterprise Software, Program Management, Product Marketing, Mergers & Acquisitions, Executive Management, Leadership, CRM, Management, Analysis, Strategic Partnerships, Finance, Capital Markets, Consulting

Education
Brandeis University
BA, History, Political Science

Pathwise

The George Washington University
MA International Affairs:, Politics, Economics, Marketing

Ted Gilbert Ted Gilbert Portland, Maine Area Details
Ted Gilbert's The Carson Group Experience 1997 - 1999
Job Investment Manager at Gilbert | Schaab
Industry Investment Management
Experience
Gilbert Schaab   September 2011 - Present
Dow Investment Group LLC   May 2006 - August 2011
Cape Cod Bank & Trust  2002 - 2004
Yale School of Management  1999 - 2000
The Carson Group   1997 - 1999
Paine Webber  1996 - 1997

Skills
Series 7, Series 65, Financial Markets, Finance, Strategy, Business Strategy, Financial Advisory, 401k, Financial Services, Due Diligence, Financial Analysis, Investment Management, Equity Research, Trading

Education
Boston University Questrom School of Business   2009 — 2010
MSIM, Investment Management

The Landing School   2004 — 2005
Graduate, Yacht Design

Indiana University - Kelley School of Business   2000 — 2002
MBA, Entrepreneurship, Finance and Marketing, etc.

Bowdoin College   1991 — 1995
BA

Memorial High School   1987 — 1991

Elizabeth Rector Elizabeth Rector Houston, Texas Area Details
Elizabeth Rector's The Carson Group Experience June 2012 - September 2012
Job English Teacher at CypressFairbanks I.S.D.
Industry Fine Art
Experience
Cypress-Fairbanks I.S.D.   August 2015 - Present
Katy ISD  August 2014 - June 2015
_  January 2014 - June 2014
_  May 2010 - June 2014
Star Furniture  March 2013 - May 2014
Pinot's Palette  January 2013 - March 2014
The Carson Group   June 2012 - September 2012
Texas Christian University  January 2009 - May 2012
The Modern Art Museum of Fort Worth   2011 - 2011
Eddie Bauer  July 2007 - August 2008

Skills
English Literature, Writing, Facebook, InDesign, Graphic Design, Dreamweaver, Blogging, Advertising, Social Media, Public Relations, PowerPoint, Research, Public Speaking, Art, Conceptual Art, Photoshop, Flash, Word, Oil Painting, Acrylic Painting, Sketching, Academic Tutoring, Art Education, English grammar, Essayist, Newsletters, WordPress, Logo Design, Brochures, Publishing

Education
Texas Christian University   2008 — 2012
Bachelor of Science (B.S.), Ad/PR

Seven Lakes High School   2005 — 2008

Kathy Strahs Kathy Strahs Los Gatos, California Details
Kathy Strahs's The Carson Group Experience July 1997 - July 2000
Job Founder at Burnt Cheese Press, LLC
Industry Online Media
Experience
Burnt Cheese Press   March 2015 - Present
Panini Happy   January 2008 - Present
Intuit  September 2005 - April 2008
Gateway  November 2004 - March 2005
Warner Bros. Online  July 2002 - November 2004
The Carson Group   July 1997 - July 2000

Skills
Food Writing, Social Media, Online Marketing, Blogging, Marketing Communications, Social Media Marketing, Marketing Strategy, Digital Marketing, Online Advertising, Digital Media, Marketing, New Media, Email Marketing, Publishing, Website Development, Magazines

Education
Stanford Graduate School of Business   2000 — 2002
MBA

Stanford University   1992 — 1996
BA

Sara Schoman Sara Schoman Greater Boston Area Details
Sara Schoman's The Carson Group Experience January 2008 - March 2011
Job Producer and Video Editor at Video Tapestry
Industry Online Media
Experience
Video Tapestry   March 2011 - Present
The Carson Group   January 2008 - March 2011
Kittery Trading Post  2003 - 2008
Creative Data   January 2001 - June 2001
Q-Span Information Systems   1999 - 2000
Star Island Corporation  1997 - 1999
sfs video   March 1995 - June 1996
sfs video   July 1994 - September 1994
Lexington Minuteman   January 1987 - November 1989

Skills
Photoshop, Creative Writing, Music, Social Media Marketing, Event Management, Editing, Digital Photography, Public Speaking, Final Cut Pro, Social Media, Marketing, Nonprofits

Education
Boston College   1990 — 1991
Certificate, Program for Women in Politics and Government

Northeastern University
BS, Sociology

Nancy Wintner Nancy Wintner Pittsburgh, Pennsylvania Details
Nancy Wintner's The Carson Group Experience 1986 - 1987
Job Seasoned Marketing and Public Relations Consultant Who Helps Companies Attract New Clients
Industry Public Relations and Communications
Experience
GWN Consultants Marketing and Public Relations   July 1991 - Present
Larsen and Ludwig (now LLI Engineering))   1989 - 1991
Public Relations Consulting   1988 - 1989
Bohlen Powell Larkin Cywinski Architects   1987 - 1988
The Carson Group   1986 - 1987
Ketchum Public Relations  1979 - 1986

Skills
Video, Positioning, Advertising, Marketing Strategy, Media Relations, Marketing, media relations,..., Small Business, Public Relations, Event Management, Leadership, Nonprofits, Sales, Publicity, Business Development, New Business Development, Market Planning, Management, Budgets, Social Media Marketing, Proposal Writing, Social Networking, Online Marketing, Email Marketing, Marketing Communications, B2B Marketing, Entrepreneurship, Online Advertising, Newsletters, Copywriting, Brand Development, Publications, Blogging, Editorial, Press Releases

Education
University of Pittsburgh   1975 — 1979
Bachelor of Arts (BA)

Kate Charbonnier Oeltjen Kate Charbonnier Oeltjen Greater Philadelphia Area Details
Kate Charbonnier Oeltjen's The Carson Group Experience January 2000 - October 2000
Job Employment Litigation Attorney
Industry Law Practice
Experience
Console Law Offices LLC   April 2015 - Present
Flaster/Greenberg PC  June 2014 - April 2015
United States Bankruptcy Court  2013 - May 2014
United States District Court for the District of New Jersey  September 2012 - April 2013
United States District Court for the District of New Jersey  May 2012 - August 2012
Suffolk County District Attorney’s Office  May 2003 - August 2003
U.S. Attorney’s Office for the District of New Jersey   2002 - 2003
The Carson Group   January 2000 - October 2000
The Carson Group   June 1997 - June 1999

Skills
Research, Federal Courts, Public Speaking, Consulting, Legal Research, Legal Writing, Editing, Legal Advice, Strategy, Capital Markets, Financial Markets, Bankruptcy, Investor Relations, Motions, Litigation, Commercial Litigation, Employment Litigation, Insurance Coverage..., Insurance

Education
Rutgers University School of Law - Camden   2001 — 2004
JD, Law, With Honors

Colby College   1993 — 1997
B.A, Government

Marblehead High School

Kimberly Scalia Kimberly Scalia Cleveland/Akron, Ohio Area Details
Kimberly Scalia's The Carson Group Experience January 2010 - June 2010
Job Coordinator, Destination Services at Dwellworks, LLC
Industry Real Estate
Experience
Dwellworks, LLC  July 2012 - Present
Weible & Associates, Co., CPA   December 2011 - July 2012
Sleepy Hollow Golf Course   June 2007 - November 2011
Greater Cleveland Partnership, COSE   October 2010 - April 2011
COSE  October 2010 - April 2011
The Carson Group   January 2010 - June 2010
The Carson Group   January 2010 - June 2010

Skills
QuickBooks, Customer Service, SEO, Microsoft Office, Social Media Marketing, Social Media, Marketing Communications

Education
Kent State University   2007 — 2011
BA, Business Management

Brecksville-Broadview Heights High School

Andy Carothers Andy Carothers Seattle, Washington Details
Andy Carothers's The Carson Group Experience 2006 - 2009
Job COO at Les Mills, Independent Consultant
Industry Health, Wellness and Fitness
Experience
Les Mills  2014 - Present
GLG (Gerson Lehrman Group)   2014 - Present
Synch   2014 - Present
Independent Consultant  2013 - Present
Nike  2011 - 2012
Xbox  2009 - 2011
The Carson Group   2006 - 2009
Xbox  1996 - 2005
1996 Atlanta Summer Olympic Games   1996 - 1996

Skills
Strategic Partnerships, Product Strategy, Digital Strategy, Financial Modeling, Financial Analysis, Business Development, Contract Negotiation, Competitive Analysis, Business Intelligence, Partner Development, Overseas Experience, Process Improvement, P&L Responsibility, Product Management, Negotiation, New Business Development, P&L Management, Account Management, Leadership, Cross-functional Team..., Analytics

Education
Duke University - The Fuqua School of Business
MBA

Indiana University Bloomington
BA

Christopher Gillies Christopher Gillies Greater New York City Area Details
Christopher Gillies's The Carson Group Experience October 1999 - September 2000
Job Chief Executive Officer at Power Invaders Incorporated
Industry Information Technology and Services
Experience
Power Invaders Incorporated   August 2015 - Present
Gillies Computer Consultants   2000 - July 2015
Scholastic - eScholastic Division   September 2010 - March 2015
Scholastic  March 2009 - September 2010
Christopher Gillies Photography [formerly Calico Photography]   September 1999 - January 2010
-  August 2008 - March 2009
Mc-Graw-Hill / The Grow Network   November 2006 - August 2008
Thomson Financial  September 2000 - November 2006
The Carson Group   October 1999 - September 2000
Citibank  March 1999 - October 1999

Skills
Project Management, Process Improvement, SDLC, Business Intelligence, Software Project..., Business Analysis, CRM, Data Analysis, Management, Vendor Management, Microsoft Office, E-commerce, Windows, Team Leadership, Product Development, Program Management, Strategy, Agile Methodologies, Security, Research, Flexibility/Adaptability..., Transformational..., Teamwork, Lifelong Learning, Camtasia, Assistive Technology, Business Process, Training, Databases, Troubleshooting, Visio, IT Management, Networking, IT Strategy, Integration, Email Marketing, Information Technology, Enterprise Software, Requirements Analysis, Risk Management, Analytics, Leadership, Analysis, Enterprise Architecture, Strategic Planning, Team Management, Web Development, Social Media, Business Strategy, Web Applications

Education
Capella University   2010 — 2013
Certification of Advanced Graduate Studies [Ph.D. Program], Information Technology, 4.0

Capella University   2001 — 2003
Master of Science (M.S.), Information Technology, 4.0

City University of New York-Brooklyn College   1991 — 1996
Bachelor of Science (B.S.), Accounting

Karen Feldman Karen Feldman Greater New York City Area Details
Karen Feldman's The Carson Group Experience January 1992 - December 1995
Job Experienced Finance Professional
Industry Sports
Experience
United States Tennis Association  March 2001 - Present
(USTA) United States Tennis Association   January 2015 - June 2015
Bristol-Myers Squibb  1997 - 2001
The Carson Group   January 1992 - December 1995

Skills
Financial Analysis, P&L Management, Strategic Planning, Business Strategy, Budgeting, Financial Modeling, Strategic Financial..., Financial Reporting, Hyperion Enterprise, Hyperion Planning, Lawson General Ledger, Budgets, Analysis, Leadership, Investments, Business Analysis, Finance, Forecasting, Business Development, Strategy, Management, Accounting

Education
Columbia University - Columbia Business School   1996 — 1997
MBA

Lehigh University   1987 — 1991
BA

Ronald R. Macleod Ronald R. Macleod Santa Barbara, California Area Details
Ronald R. Macleod's The Carson Group Experience 1995 - 1997
Job Managing Director FFO
Industry Financial Services
Experience
FFO   February 2015 - Present
Baciu Family Capital   November 1999 - Present
SoFi/Cabezon Investment Group   December 2012 - February 2014
Rockefeller & Co., Inc.   May 2010 - May 2012
Nuveen Investments  January 2007 - July 2008
UST  2005 - 2007
BNY Mellon  2002 - 2005
Santa Barbara Technology Group   2001 - 2004
NASDAQ  January 1997 - 2001
The Carson Group   1995 - 1997

Skills
Family Office Speciality, Family Office Dynamics, Family Office..., Family Office Expert, Wealth Management, Investments, Alternative Investments, Strategic Planning and..., Marketing Expert, Trustee Advisor to..., Trustee to family board, Family Office, Marketing, Wealth, Financial Advisory, Finance, Strategic Planning, Hedge Funds, Asset Allocation, Financial Services, Asset Management, Capital Markets, Venture Capital, Financial Analysis, Business Development, Private Equity, Equities, Business Strategy, Marketing Strategy, Business Intelligence, Strategic Partnerships, Strategy, Investor Relations, Investor Liaison, Start-ups, Series 7, Series 65, Entrepreneurship, Socially Responsible..., Social Entrepreneurship, Capital IQ, Human Capital, Risk Management, next gen education, Team Leadership, Strategic Leadership, Direct Investments, Co-investments, Investment Advisory, Portfolio Management

Education
University of California, Los Angeles

Stanford Graduate School of Business Executive Education   2006 — 2007
Graduate School of Business

Santa Monica College

Pacific Palisades High School
Diploma

Stanford University   2014 — 2014
MOOC

Erik Samuelson Erik Samuelson Greater New York City Area Details
Erik Samuelson's The Carson Group Experience June 2006 - June 2010
Job Store Manager at Guitar Center
Industry Music
Experience
Guitar Center  July 2015 - Present
Guitar Center  June 2014 - July 2015
Guitar Center  November 2013 - May 2014
Guitar Center  January 2013 - October 2013
Guitar Center  September 2012 - December 2012
Guitar Center  June 2012 - August 2012
ETSound Studio   July 2006 - May 2012
Hedges & Company   October 2010 - December 2010
The Carson Group   June 2006 - June 2010
GreenLeif   May 2007 - December 2009

Skills
Sound, Audio Engineering, Audio Editing, Music Production, Music, Video, Logic Pro, Pro Tools, Editing, Videography, Management, Audio Mixing, Audio, Sales, Sales Management, Sales Operations, Retail Sales, Team Management, Social Media, Live Sound, Video Production

Education
Ohio University   2006 — 2010
BA, Audio Production

The University of Akron   2004 — 2005
Music Performance

Hudson High   2000 — 2004
Diploma

Tim Killgoar Tim Killgoar Tampa/St. Petersburg, Florida Area Details
Tim Killgoar's The Carson Group Experience August 1999 - September 2000
Job
Industry Financial Services
Experience
Raymond James Financial, Inc.   May 2015 - Present
Raymond James  June 2010 - May 2015
Raymond James  July 2008 - June 2010
G51 Capital  December 2006 - December 2007
Bank of America  April 2002 - June 2006
Arthur Andersen Business Consulting  September 2000 - April 2002
The Carson Group   August 1999 - September 2000

Skills
Strategy, Marketing Strategy, Strategic Planning, Management, Marketing, Leadership, Financial Modeling, Analysis, Financial Analysis, Six Sigma, Valuation, Portfolio Management, Mergers, Investments, Strategic Financial..., Financial Services, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Investor Relations

Education
The University of Texas at Austin   2006 — 2008
MBA, Finance and Marketing

Princeton University   1995 — 1999
Bachelor’s Degree, Economics

The Roxbury Latin School   1989 — 1995
High School

Melissa Tavel Melissa Tavel Cortlandt Manor, New York Details
Melissa Tavel's The Carson Group Experience 1997 - 2000
Job Proactive in enabling my clients to make the most of their software investments.
Industry Computer Software
Experience
IBM  October 2010 - Present
IBM  September 2008 - Present
Telelogic, Inc.   May 2005 - November 2008
Popkin Software  February 2002 - May 2005
MediaBrains  2000 - 2001
The Carson Group   1997 - 2000
Thomson Financial  1997 - 2000

Skills
Enterprise Software, SaaS, Solution Selling, Cloud Computing, Sales Enablement, Software Industry, Business Alliances, CRM, Pre-sales, Management

Education
Purchase College, SUNY   1993 — 1995
Bachelor's degree, Sociology

State University of New York College at Purchase   1993 — 1995
Bachelor of Arts, Sociology

Larry Bridge Larry Bridge Greater Pittsburgh Area Details
Larry Bridge's The Carson Group Experience June 1997 - June 1998
Job Treasurer at Western Pa Conference UMC
Industry Religious Institutions
Experience
Western Pa Conference UMC   November 2013 - Present
Western PA United Methodist Church   November 2007 - October 2013
The Global Consulting Group   January 2002 - May 2005
Thomson Financial Investor Relations  June 1998 - January 2002
The Carson Group   June 1997 - June 1998
Westinghouse / CBS Corporation   January 1994 - June 1997
Westinghouse Electric Company  January 1992 - January 1994
Westinghouse Electric Company  January 1985 - January 1992

Education
Ball State University   1972 — 1975
MBA-Unfinished

Saint Vincent College   1965 — 1969
BA, Financial Administration

Brian Watson Brian Watson New York, New York Details
Brian Watson's The Carson Group Experience February 2014 - May 2015
Job Sales and Marketing Support, Enablement and Operations at Choice Logistics
Industry Logistics and Supply Chain
Experience
Choice Logistics  June 2015 - Present
The Carson Group   February 2014 - May 2015
Panther Expedited Services  January 2007 - February 2014
Panther Expedited Services  October 2011 - January 2013
Panther Expedited Services  August 2007 - September 2008
Panther Expedited Services  January 2007 - August 2007
Western & Southern Financial Group  April 2006 - January 2007

Skills
Sales Management, Consultative Selling, Sales Excellence, Sales Process, Inside Sales, Sales Support, Cold Calling, Salesforce.com, Account Management, Direct Sales, Team Leadership, Market Research, Performance Management, Coaching, New Business Development, National Accounts, Closing Deals, Thinking Outside The Box, Data Management, Supply Chain Consulting, Transportation, Shipping, Freight Forwarding, Air Freight, Ground Transportation, Expediting, Truckload, Ocean, Logistics, PowerPoint, Sales Operations, Marketing Strategy, Sales, Management, Training, Leadership, Container, 3PL, Transportation..., Pricing, Freight, Logistics Management, Trucking, Operations Management, Selling, Customer Service, LTL, P&L Management, Inventory Management, Customer Retention

Education
Ashland University   1999 — 2003
Bachelor of Arts (B.A.), History and Political Science

The College of Wooster   1995 — 1996
Economics and Philosophy

Melissa Langdon Melissa Langdon New York, New York Details
Melissa Langdon's The Carson Group Experience June 1994 - October 1995
Job Senior Manager Financial & Business Analysis at HSBC
Industry Banking
Experience
HSBC  November 2010 - Present
Bank of America  April 2003 - November 2010
Lehman Brothers  June 2000 - August 2002
Thomson  October 1995 - May 1999
The Carson Group   June 1994 - October 1995
Investors' Fiduciary Services, Inc.   1993 - 1993

Skills
Financial Forecasting, Department Budgeting, Financial Modeling, Financial Analysis, Financial Reporting, Finance

Education
University of Pennsylvania - The Wharton School   1999 — 2001
MBA, Finance

Duke University   1990 — 1994
BA, Economics

Kris (Hurley) vanRiper Kris (Hurley) vanRiper Cabin John, Maryland Details
Kris (Hurley) vanRiper's The Carson Group Experience January 1995 - July 1997
Job Practice Leader at CEB
Industry Information Services
Experience
CEB  August 2012 - Present
Corporate Executive Board  2012 - November 2012
Atlantic Media Company  August 2011 - March 2012
Corporate Executive Board  March 2001 - June 2008
World Bank  June 1998 - August 1999
The Carson Group   January 1995 - July 1997
U.S. Congressman David Obey (WI)   January 1993 - December 1994

Education
University of Pennsylvania - The Wharton School   1999 — 2001
MBA, International Corporate Strategy

Johns Hopkins SAIS   1997 — 1999
MA, International Affairs

Cornell University   1987 — 1991
BA, Government

Keith Kolek Keith Kolek Greater New York City Area Details
Keith Kolek's The Carson Group Experience January 1995 - December 1999
Job Vice President at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX  June 2013 - Present
Thomson Reuters  2008 - June 2013
Thomson Reuters  2004 - 2008
Thomson Financial  January 2001 - 2004
The Carson Group   January 1995 - December 1999

Skills
Financial Markets, Capital Markets, Vendor Management, Business Analysis, Equities, Investor Relations, Market Data, Product Management, Strategy, Financial Services, Mergers & Acquisitions, Fixed Income, Financial Modeling, Business Development, Financial Analysis, Strategic Partnerships, Business Strategy, Hedge Funds

Education
University of Pittsburgh

Mitch Harrison Mitch Harrison Greater Atlanta Area Details
Mitch Harrison's The Carson Group Experience 1998 - 2001
Job Partner, First Communities
Industry Real Estate
Experience
First Communities  August 2004 - Present
INVESCO  February 2001 - July 2004
The Carson Group   1998 - 2001

Skills
Property Management, Asset Managment, Operations Management, Leases, Security APL, Operational Excellence

Education
Furman University   1993 — 1997

Whitney Sayia Whitney Sayia Greater New York City Area Details
Whitney Sayia's The Carson Group Experience 2000 - 2003
Job Broker at A.A. Sayia & Co., Inc.
Industry Financial Services
Experience
A.A. Sayia & Co., Inc.   2006 - Present
Goldman Sachs  2003 - 2006
The Carson Group   2000 - 2003
Thomson Financial  2000 - 2003
General Reinsurance  1999 - 2000

Skills
Capital Markets, Hedge Funds, Investment Banking, Investor Relations, Equities, Financial Markets, Alternative Investments, Bloomberg, Valuation

Education
Colgate University   1993 — 1997
Bachelor of Arts (B.A.), Philosophy

Kent Place School   1989 — 1993

Robert Meyers Robert Meyers Greater New York City Area Details
Robert Meyers's The Carson Group Experience 1998 - 2001
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  July 2009 - Present
Banc of America Securities  2006 - 2009
Thomson Financial  2004 - 2006
Thomson Financial  2001 - 2004
The Carson Group   1998 - 2001
Epsilon Data Management  1996 - 1997
IBM  1990 - 1995

Education
Franklin & Marshall College
BA, Business

New York University
Graduate Program, Global Strategy

Pace University - Lubin School of Business
MBA, Finance & Accounting

Steven Armieri Steven Armieri Greater New York City Area Details
Steven Armieri's The Carson Group Experience 1996 - 2000
Job Data Account Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  April 2009 - Present
Thomson Reuters  April 2008 - April 2009
Thomson Financial  2000 - 2008
The Carson Group   1996 - 2000
SEC ONLINE   1991 - 1996

Skills
Market Data, Project Management, Reference Data, Financial Markets, Equities, Trading Systems, Fixed Income, Product Management, Business Analysis, Analytics, Data Management, Account Management, Capital Markets

Education
School of Visual Arts   1984 — 1988
BFA, Media Arts

Marie Winters, ND FABNO Marie Winters, ND FABNO Greater Philadelphia Area Details
Marie Winters, ND FABNO's The Carson Group Experience 1996 - 1999
Job Manager, Naturopathic Medicine Department CTCA
Industry Alternative Medicine
Experience
Cancer Treatment Centers of America  August 2011 - Present
Two Rivers Naturopathy   2007 - 2011
Maternal Wellness Center   2007 - 2009
Bastyr University  2002 - 2006
The Carson Group   1996 - 1999

Skills
Health, Treatment, Chronic Illness, Teaching

Education
Bastyr University   2001 — 2006
ND, Naturopathic Medicine/Naturopathy

Fordham University   1994 — 1996
Bachelor's degree, English Literature

Bill Goldsmith Bill Goldsmith Greater New York City Area Details
Bill Goldsmith's The Carson Group Experience May 1995 - September 2000
Job EVP, Product Management at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters  April 2008 - Present
Thomson Financial  September 2000 - April 2008
The Carson Group   May 1995 - September 2000
JP Morgan  July 1993 - April 1995

Skills
Market Data, Product Management, Investor Relations, Financial Markets, Equities, Capital Markets, SaaS, Trading Systems

Education
Duke University   1989 — 1993
Bachelor of Science, Mechanical Engineering

Diane B Carson Diane B Carson Greater Boston Area Details
Diane B Carson's The Carson Group Experience February 2000 - Present
Job Owner at The CARSON Group
Industry Wholesale
Experience
The CARSON Group   February 2000 - Present
The Carson Group representing Spring Footwear, Ellington Handbags   2000 - Present
Wolverine Worldwide  December 1993 - December 1999
Wolverine Worldwide  1993 - 1999

Skills
Shoes, Retail, Footwear, Handbags, Wholesale, Fashion, Sales, Leather, Aministration, Management, Trend Analysis, Merchandising, Visual Merchandising, Apparel, Trend, Sales Management

Education
Boston University   1968 — 1971
AB, Religion and Art History

Arun Chakraborty, CPA Arun Chakraborty, CPA Greater New York City Area Details
Arun Chakraborty, CPA's The Carson Group Experience 1999 - 2000
Job Staff Accountant at Funaro and Co / pc
Industry Accounting
Experience
Funaro and Co / pc  November 2012 - Present
Stern & Co.   2000 - 2009
The Carson Group   1999 - 2000

Skills
Finance, Financial Statements, Financial Reporting, Account Reconciliation, Accounting, Tax, CPA, Corporate Tax, Business Development, Management, GAAP, Financial Accounting

Education
Certified Public Accountant, New Jersey

Rutgers University   2010 — 2011
Master of Accountancy, Financial Accounting

Rutgers University   1994 — 1997
Master of Business Administration (MBA), Accounting

Montclair State University   1991 — 1994
Bachelor of Science (B.S.), Finance

Joshua Surgeon Joshua Surgeon Cleveland/Akron, Ohio Area Details
Joshua Surgeon's The Carson Group Experience September 2002 - September 2006
Job Owner, Six 5 Creative
Industry Marketing and Advertising
Experience
Six 5 Creative   2006 - Present
The Carson Group   September 2002 - September 2006
Best Buy  May 1999 - August 2001

Education
The University of Akron   2002 — 2004

Bowling Green State University   1998 — 2002
Telecommunications

Christian Cain Christian Cain Cincinnati Area Details
Christian Cain's The Carson Group Experience April 1994 - July 1999
Job LAN/WAN Sys Admin at Chaco Credit Union
Industry Banking
Experience
Chaco Credit Union  September 2006 - Present
Milan Community School Corp   July 1999 - June 2005
The Carson Group   April 1994 - July 1999
PPI/Microtreck   August 1993 - April 1994
VASA North America   1989 - 1992
EDS  1985 - 1989
US Navy  October 1980 - October 1984

Skills
Microsoft Office, Change Management, Microsoft Excel, Weapons, Customer Service, Business Analysis, System Administration, Leadership, Training, Management, Team Building, Integration, Process Improvement, Vendor Management, Sales, Coaching, Disaster Recovery, Strategic Planning

Education
Indiana University Kokomo   1985 — 1989
BS, Business: Mangment & Administration

Lewis Cass High School   1976 — 1980

David Cristelot David Cristelot Greater New York City Area Details
David Cristelot's The Carson Group Experience August 1997 - February 1999
Job Experienced Financial Professional currently at Toppan Vite New York
Industry Financial Services
Experience
Toppan Vite New York  March 2013 - Present
RR Donnelley  December 1999 - March 2013
Bowne  June 2007 - March 2011
Bowne  January 2004 - June 2007
Bowne  August 2001 - January 2004
Bowne  December 1999 - August 2001
The Carson Group   August 1997 - February 1999

Skills
Financial Analysis, Account Management, Pricing, Pricing Strategy, Process Improvement, Vendor Management, Variable Data Printing, Strategic Planning, Financial Services, Direct Mail, Forecasting, Offset Printing, New Business Development, Sales Operations, Financial Reporting, Mergers & Acquisitions, Cross-functional Team..., Sales, Analytics, CRM, Competitive Analysis, Strategy

Education
University of Scranton   1993 — 1997
BS, Finance, Operations Management, Economics

Arun Battu Arun Battu Greater New York City Area Details
Arun Battu's The Carson Group Experience 1998 - 2000
Job Information Technology Leader
Industry Information Technology and Services
Experience
BNY Mellon  2015 - Present
CIT  July 2012 - 2014
Thomson Reuters  2004 - 2012
Thomson Financial  2000 - 2004
The Carson Group   1998 - 2000
Cegelec India Ltd.   1996 - 1998

Education
Indian Institute of Technology, Delhi
B.Tech

Indian Institute of Technology, Delhi
Ph.D.