Adam Carlson
About Adam Carlson
Adam Carlson is the Senior Vice President at Jefferies, with extensive experience in investment banking and healthcare administration, and holds an MBA from Carnegie Mellon University.
Current Position at Jefferies
Adam Carlson is currently serving as the Senior Vice President at Jefferies in Nashville, Tennessee. He has been in this role since 2022. Jefferies is a global investment banking firm, and in his current capacity, Adam brings extensive experience and in-depth knowledge of the financial sector. His responsibilities likely include overseeing significant investment banking projects and leading strategic initiatives for the firm.
Previous Roles at Jefferies
Before becoming Senior Vice President, Adam Carlson held multiple roles at Jefferies. From 2020 to 2022, he was Vice President, Investment Banking, based in New York. Prior to that, he served as an Investment Banking Associate from 2016 to 2020 and started as an Investment Banking Summer Associate in 2015. During his tenure in these roles, Adam was involved in various high-profile projects and helped drive significant growth for the firm.
Career at UPMC
Adam Carlson began his professional journey at UPMC, where he held several positions. His roles ranged from PC Consultant to Senior Financial Analyst, Director of Operations, and Administrator, Cardiothoracic Surgery. His last position at UPMC was as Administrator, Cardiothoracic Surgery, from 2014 to 2015. Over these years, he developed a robust understanding of healthcare operations and financial management, contributing to the efficient administration of various departments.
Education Background
Adam Carlson has a rich educational background. He earned his Master of Business Administration (MBA) in Finance from Carnegie Mellon University - Tepper School of Business, studying from 2013 to 2016. Additionally, he holds a Master of Public Administration (MPA) in Public/Nonprofit Management from the University of Pittsburgh, where he studied from 2009 to 2011. Adam also completed his Bachelor of Science (B.S.) in Finance at the University of Pittsburgh, graduating in 2008.
Professional Experience at McKesson
In his extensive career, Adam Carlson also worked at McKesson as a Client Manager from 2011 to 2012. During his time at McKesson, a leading healthcare company, Adam’s role involved managing client relationships and ensuring the delivery of top-tier services. His tenure there allowed him to develop a broader perspective on client management within the healthcare industry.