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Brandy Carlson
Financial services executive who is passionate about connecting investors and sponsors/operators to achieve financial targets & ESG/impact goals.
Brandy Carlson is a highly accomplished and dynamic executive in the financial services industry, renowned for her expertise in client satisfaction and revenue growth. With a rich background encompassing diverse roles in banking, capital markets, and commercial real estate, Brandy has demonstrated exceptional skills in business development, marketing, and strategic planning. Her recent focus on private equity and wealth management firms showcases her commitment to driving positive change through ESG and impact initiatives. Brandy holds a Master of Public Policy and Bachelor of Business Administration from Harvard University and American University Kogod School of Business, respectively. She has held key positions at esteemed organizations like Seventy2 Capital Wealth Management, Blue Bridge Financial, and Deloitte Consulting, among others, showcasing her versatility and leadership.
