Kyle Carlson
Investment Banking Associate at Raymond James
📍 Boston, Massachusetts, United States
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.
Read the full overview →Experience
5 Years
Current Role
Investment Banking Associate
Location
Boston, Massachusetts, United States
Personality Overview
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Priorities
Topics Kyle cares 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.
Career
Work history
7-2023
Investment Banking Associate
Raymond James
10-2021 - 6-2023
Investment Banking Analyst
Raymond James
3-2020 - 10-2021
Investment Banking Analyst / Business Development
Covington Associates
7-2019 - 9-2019
Private Equity Summer Analyst
Boardwalk
In the press
Media appearances
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Education
2017 - 2019
Bachelor of Science - BS
Bentley University
2015 - 2017
Finance
Salem State University
Social presence
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