Erika Graham

Erika Graham

Operations Specialist @ Carlson Capital

About Erika Graham

Erika Graham is an Operations Specialist at Carlson Capital, L.P. in Dallas, Texas, with a background in auditing and accounting from her previous roles at Rothstein Kass and KPMG.

Work at Carlson Capital

Erika Graham has been employed at Carlson Capital, L.P. as an Operations Specialist since 2014. In this role, she has contributed to the firm's operational efficiency and effectiveness within a multi-strategy, alternative asset management environment. Her tenure at Carlson Capital spans over ten years, during which she has been involved in various initiatives that promote creative thinking and the implementation of innovative ideas.

Previous Experience at Rothstein Kass

Prior to her current position, Erika Graham worked at Rothstein Kass as a Senior Associate 2 Financial Services Auditor from 2011 to 2014. During her three years at Rothstein Kass, she focused on auditing financial services, gaining valuable experience in the industry. This role helped her develop a strong foundation in financial auditing and compliance.

Short Tenure at KPMG

In 2014, Erika Graham briefly worked at KPMG as a Senior Auditor for one month in New York, New York. Although her time at KPMG was short, it added to her experience in the auditing field and exposed her to the operations of a leading global professional services firm.

Education and Expertise

Erika Graham holds multiple degrees from The University of Texas at Austin, where she studied Accounting. She achieved her Bachelor of Business Administration and a Master's degree, including a Master of Public Administration, from 2004 to 2010. This extensive educational background has equipped her with a solid understanding of accounting principles and public administration, enhancing her expertise in the financial services sector.

Dynamic Business Environment Experience

Erika Graham has experience working in dynamic business environments, with exposure to major financial hubs such as New York, Greenwich, and London. This experience has allowed her to adapt to various market conditions and operational challenges, contributing to her effectiveness in her current role at Carlson Capital.

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