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Phil Carlson's Email & Phone Number

Managing Director at KCSA Strategic Communications

Phil Carlson's Work Experience

KCSA Strategic Communications

Managing Director

New York, NY

Cirrus Financial Communications

Market Intelligence/Investor Relations

2008 to 2010

Lippert Heilshorn

Manager, Market Intelligence

2008 to 2008

Phil Carlson's Education

Jamestown High School

1989 to 1993

Kent State University

B.A., Political Science

1995 to 1998

Phil Carlson's Professional Skills Radar Chart

Based on our findings, Phil Carlson is ...

Loyal
Confident
Talkative

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Based on our findings, Phil Carlson is ...

50% Left Brained
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Phil Carlson's Estimated Salary Range

About Phil Carlson's Current Company

Cirrus Financial Communications

Responsible for developing investor relations targeting and communications strategy for multinational corporations. Create public relations and brand management programs for a wide array of domestic and internationally listed companies. Responsibilities include advocacy development, investor and press meeting management, milestone support, press conference production, spokesperson recruitment and daily client contact. Conceive communications and corporate governance plans and strategies...

Frequently Asked Questions about Phil Carlson

What company does Phil Carlson work for?

Phil Carlson works for Cirrus Financial Communications


What is Phil Carlson's role at Cirrus Financial Communications?

Phil Carlson is Market Intelligence/Investor Relations


What is Phil Carlson's personal email address?

Phil Carlson's personal email addresses are f****[email protected], p****[email protected], and p****[email protected]


What is Phil Carlson's business email address?

Phil Carlson's business email address is [email protected]***.***


What is Phil Carlson's Phone Number?

Phil Carlson's phone (212) ***-*112


What industry does Phil Carlson work in?

Phil Carlson works in the Financial Services industry.


About Phil Carlson

📖 Summary

Managing Director @ KCSA Strategic Communications Investor Relations Professional. You can view my blog at: http://bit.ly/13iYQjC New York, NYMarket Intelligence/Investor Relations @ Cirrus Financial Communications Responsible for developing investor relations targeting and communications strategy for multinational corporations. Create public relations and brand management programs for a wide array of domestic and internationally listed companies. Responsibilities include advocacy development, investor and press meeting management, milestone support, press conference production, spokesperson recruitment and daily client contact. Conceive communications and corporate governance plans and strategies across multiple business segments and nationalities. Implements meeting programs from both a market cap and industry point of view, setting up deal, non-deal, media and investor road shows and 1-on-1s. From 2008 to 2010 (2 years) Manager, Market Intelligence @ Lippert Heilshorn From 2008 to 2008 (less than a year) Director of Investor Relations and Business Development @ Adam Friedman Associates Built and managed proactive investors relations programs for small and micro-cap public companies including drafting press releases, creating PowerPoint presentations and fact sheets, coordinating road shows, conference calls, investor conferences and SEC filings. Served as head contact for investor inquiries and strategic investor relation’s initiatives. Utilized a variety of strategies including direct solicitation and conference presentations to identify and cultivate new relationships with small and micro-cap companies. Planned and organized the 2007 Adam Friedman Associates China Growth Conference with 12 presenting Chinese companies and over 300 attendees. From 2006 to 2008 (2 years) Account Executive @ The Investor Relations Group From 2006 to 2006 (less than a year) Assistant Vice President @ JPMorganChase Effectively managed high net worth individual and small to mid-size business book of 450+ accounts, total assets $200M+. Consistently met and/or exceeded sales and service goals, increasing client book 50% through strong referral business and cross-selling key products including investments, fixed annuities, home equities, lines of credit, and letters of credit. Awarded National Achievement Award in 2005/2006 for ranking in top 2% of sales producers nationally. From 2003 to 2006 (3 years) Certified Financial Manager @ Merrill Lynch From 2000 to 2003 (3 years) Registered Rep @ Janney Montgomery Scott From 1998 to 2000 (2 years)


Phil Carlson’s Personal Email Address, Business Email, and Phone Number

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Phil Carlson's Ranking

Ranked #456 out of 9,125 for Market Intelligence/Investor Relations in New York

Phil Carlson's Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Phil Carlson's Willingness to Change Jobs

Unlikely

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