Organizational Chart of Carson

Organigrama de Carson

www.carsongroup.com

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CEO

Burt White
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Chairman of the Board

Ron Carson
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Director

Cara Williams
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CFO

Daniel Applegarth
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Risk Management

A...
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Control

E...
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Finance & Accounting

K...
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Investments & Trading

J...
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Finance

T...
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Tax

M...
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Estate Planning

D...
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Planning & Advisor Growth

J...
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Insurance

M...
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COO

Dan Tobin
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Transition Operations

S...
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Retirement Programs

M...
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Billing Technology & Operati...

A...
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Service & Support

M...
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CIO

B...
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Legal & Admin

J...
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Deputy Compliance

A...
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Macro Strategist

S...
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Market Strategist

R...
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Marketing

H...
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Content

N...
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Client Acquisition

Z...
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Product Management

J...
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PR

S...
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Strategic Partnerships

B...
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Digital Enablement & Creative

T...
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Brand & B2B Acquisition

S...
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Consumer Marketing

M...
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Investor Marketing

J...
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Marketing Comms

B...
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Data & Analytics

L...
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Strategy

D...
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FP&A & Capital Markets

D...
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Private Client Services

H...
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BusDev

R...
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Strategy

D...
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Product Strategy

S...
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BusDev

L...
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BusDev

K...
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Investment Strategist

G...
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Talent

K...
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HR Strategy & Operations

N...
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Organizational Dev & Market

L...
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Advisor Development

L...
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Organizational Development

K...
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Talent Acquisition & Recruit...

M...
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CTO

R...
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Engineering

J...
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Carson Wealth Management

A...
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Carson Wealth

J...
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Wealth Planning

T...
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Wealth Advisor

J...
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Carson Wealth Management

P...
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Business Consulting & Traini...

S...
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Business Consulting

J...
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Business Consulting

J...
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Business Consulting

J...
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Business Consulting

M...
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Business Consulting

S...
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M&A & Strategy

N...
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Integrations

L...
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M&A

M...
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M&A

B...
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M&A Sales

L...
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M&A Integrations

S...
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Sales Management & Enablement

T...
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National Sales

G...
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