Kayla Carlson is a seasoned financial professional with extensive experience in cash control and revenue management. Currently serving as Senior Manager of Cash Control and Revenue at Forge Trust since August 2022, Kayla previously held the role of Cash Control and Revenue Manager at the same company. Prior to Forge Trust, Kayla worked at IPX Retirement as Trust Operations Supervisor and at FPS Trust Company, LLC in various roles including Team Lead Trust Operations and Trust Operations Specialist. Early career experiences include positions as Staff Accountant at Glisson & Associates and Sr. Billing Coordinator at Ricoh USA, Inc., alongside operational accounting at 2-10 Home Buyers Warranty. Kayla is currently pursuing a bachelor's degree in Accounting and Business/Management at Red Rocks.
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