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Stephen Carlson

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Stephen Carlson

Senior Vice President, Capital Markets and Transactions | Waterton

Chicago, Illinois, United States

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Stephen Carlson

Summary

Stephen Carlson is an accomplished Executive Vice President in Capital Markets with extensive expertise in real estate finance and management consulting. With over two decades of experience, he has a proven track record in transaction sourcing, structuring, and executing complex financial deals across various sectors. His proficiency in capital markets, private equity, and credit structuring is complemented by strong relationships with leading financial institutions. Stephen's analytical skills and strategic mindset enable him to excel in financial modeling and investment analysis, making him a valuable asset in multifamily and hospitality financing. He is passionate about fostering client relationships and driving successful outcomes in challenging environments. Stephen holds an MBA in Finance from the University of Michigan and a BA in Economics from Dartmouth College, showcasing his solid academic foundation. His commitment to continuous learning is evident through his participation in leadership programs. Outside of work, he is likely to be an advocate for sustainable finance practices, given the current industry trends.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Stephen Carlson

Work Experience

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Senior Vice President, Capital Markets and Transactions at

Waterton

May 2011 - Present

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Senior Vice President at

Merrill Lynch

September 2005 - January 2010

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Associate at

Bank of America Corporation

January 2000 - January 2005

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Associate Director - Private Equity at

Metlife, Inc.

July 1997 - March 2000

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Senior Consultant at

Accenture Ltd.

January 1992 - June 1995

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Stephen Carlson

Education

Ross School of Business, Mba

January 1995 - January 1997

Dartmouth College, Ba

January 1987 - January 1991

New Trier

January 1984 - January 1987

Frequently Asked Questions about Stephen Carlson

What is Stephen Carlson email address?

Stephen Carlson's primary email address is ********@wallc.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Stephen Carlson work for?

Stephen Carlson is a Senior Vice President, Capital Markets and Transactions at Waterton, a company specializing in Lessors of Nonfinancial Intangible Assets (except Copyrighted Works).

Where Stephen Carlson graduated from?

Stephen Carlson holds a degree in Finance from Ross School of Business.

How can I directly contact Stephen Carlson?

To contact Stephen Carlson directly, you can use the email address ********@wallc.com. Complete contact information is available upon registration with Muraena.

Who is Stephen Carlson?

Stephen Carlson is an accomplished Executive Vice President in Capital Markets with extensive expertise in real estate finance and management consulting. With over two decades of experience, he has a proven track record in transaction sourcing, structuring, and executing complex financial deals across various sectors. His proficiency in capital markets, private equity, and credit structuring is complemented by strong relationships with leading financial institutions. Stephen's analytical skills and strategic mindset enable him to excel in financial modeling and investment analysis, making him a valuable asset in multifamily and hospitality financing. He is passionate about fostering client relationships and driving successful outcomes in challenging environments. Stephen holds an MBA in Finance from the University of Michigan and a BA in Economics from Dartmouth College, showcasing his solid academic foundation. His commitment to continuous learning is evident through his participation in leadership programs. Outside of work, he is likely to be an advocate for sustainable finance practices, given the current industry trends.

Stephen`s contact details

mail

********@wallc.com

***************@waterton.com

***************@watertonresidential.com

Colleagues

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Scott Ferguson

Executive Vice President

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Patrick Mcgarry

Vice President, Asset Management

Philip Lukowski

Managing Partner, Portfolio Management

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Bob Nietzel

VP - Project Management

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Gregory Velazquez

Service Manager

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Susan Schuetz Ctp

Senior Vice President, Corporate Accounting & Treasury

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Tara Marszewski

Managing Partner and Chief Financial Officer

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Roger Daou Cpa

Vice President, Residential Accounting

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Kristen Covington

Vice President, Application Support and Property Technology

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Michelle Wells

Managing Partner, Investor Relations

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