Stephen Carlson

Stephen Carlson has a decade of senior-level experience in capital markets and transactions. Stephen currently holds the position of Senior Vice President at Waterton, where they are responsible for sourcing debt financing for acquisitions and refinancings, managing subordinated debt investment programs, and overseeing capital markets. Prior to Waterton, they worked as Principal at Range Street Advisors, providing valuation and financial due diligence services for whole bank and distressed loan portfolio acquisitions. Before that, Carlson served as Senior Vice President at Bank of America Merrill Lynch. Stephen also worked as an Associate at Banc of America Securities and as an Associate Director of Private Equity at MetLife. Carlson began their career as a Senior Consultant at Accenture.

Stephen Carlson completed their Bachelor of Arts degree in Economics from Dartmouth College from 1987 to 1991. Afterwards, they pursued a Master of Business Administration (MBA) with a focus on Finance at the University of Michigan - Stephen M. Ross School of Business from 1995 to 1997. Prior to this, Stephen attended New Trier from 1984 to 1987; however, no specific degree or field of study was mentioned for this period. Additionally, they also completed a High-Impact Leadership Certificate Program at Quinlan School of Business, Loyola University Chicago, although the start and end years were not provided.