Kyle Carlson is an Investment Banking Associate at Raymond James, focusing on the Technology & Services sector. He leverages his experience from previous analyst roles and his Bachelor of Science from Bentley University to advise clients on corporate finance and M&A strategies.
His passion for finance was evident early on, as he was an active member of the Bentley Investment Group during his university years. This suggests a long-standing interest in market analysis and investment strategies beyond his professional responsibilities.
Kyle Carlson
Investment Banking Associate at Raymond James
Boston, Massachusetts, United States
Overview
Topics They Care About
Technology M&A
His current role as an Investment Banking Associate at Raymond James is within the Technology & Services group, directly involving him in M&A activities.
Investment Banking
He has built his career in this field, progressing from an Analyst to an Associate at firms including Covington Associates and Raymond James.
Corporate Finance
His educational background includes a Bachelor of Science and studies in Finance, forming the foundation of his career in investment banking.
Media Appearances
Kyle has no verified media appearances
Work History
7-2023
Investment Banking Associate at Raymond James
10-2021 - 6-2023
Investment Banking Analyst at Raymond James
3-2020 - 10-2021
Investment Banking Analyst / Business Development at Covington Associates
7-2019 - 9-2019
Private Equity Summer Analyst at Boardwalk
Education
2017 - 2019
Bachelor of Science - BS from Bentley University
2015 - 2017
Finance from Salem State University
More Information
Social Presence :
Prographics :
Exp : 5
Location : Boston, Massachusetts, United States
Job Level : N/A
Designation : Investment Banking Associate at Raymond James
