Thomas Carlson in

Thomas Carlson

Login to view DISC.
Senior Vice President, Data Distribution at Zacks Investment Research
📍 New York City Metropolitan Area, United States

Thomas is a senior financial services sales executive at Zacks Investment Research, specializing in providing market data, research, and FinTech solutions to wealth and asset management firms. He is a graduate of DePaul University with a BS degree.

Outside of his direct role, he appears to be an avid follower of financial markets and news. His interests include consuming content from sources like BBC News and financial programs such as Squawk Box, indicating a passion for market analysis.

He is a two-time recipient of the "Outstanding Salesperson, Chairman’s Club Member" award.

Read the full overview →
Experience
27 Years
Current Role
Senior Vice President, Data Distribution
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Thomas shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Thomas cares about

FinTech & SaaS Solutions
Specializes in applying FinTech and SaaS-based solutions to solve business challenges for clients in the financial services industry.
Investment Research
Works for a leading investment research firm and actively shares and references research from major industry players like Morningstar and Fidelity.
+4 more topics Login to view topics
Career

Work history

3-2026
Senior Vice President, Data Distribution
Zacks Investment Research
10-2024 - 3-2026
Senior Vice President, Business Development & Sales Operations
Zacks Investment Research
1-2019 - 9-2024
Vice President, Director of Strategic Accounts
Zacks Investment Research
2-2016 - 4-2017
Director, Strategic Accounts
Strategic Insight
3-2014 - 10-2015
Vice President, Sales & Marketing
Investment Metrics
In the press

Media appearances

Community Spotlight – Thomas Carlson (Senior Vice President, Data Distribution, Zacks Investment Research). Featured in YouTube
See now
Education
1979 - 1983
BS
DePaul University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Zacks Investment Research Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Thomas. Free, 10 seconds.