Thomas Paulson
About Thomas Paulson
Thomas Paulson serves as the Director of Research and Business Development at Placer.ai, where he utilizes over 20 years of experience in finance and analytics to provide strategic insights and develop market strategies. He holds degrees in Mathematics, Economics, Mechanical Engineering, and an MBA, and has previously worked at notable firms including AllianceBernstein and New York Life Investments.
Current Role at Placer.ai
Thomas Paulson serves as the Director of Research and Business Development at Placer.ai, a position he has held since 2021. In this role, he provides tailored insights and use-cases to sales teams, aligning with the unique business needs of prospects. His contributions have been instrumental in closing deals and enhancing stakeholder buy-in. Additionally, he creates thought-leadership pieces that are published in the financial press, which help to bolster the company's brand equity and awareness.
Professional Background
Thomas Paulson has over 20 years of experience in the financial sector. He previously worked at New York Life Investments as Vice President and Senior Analyst from 2006 to 2016. Before that, he was an Associate Portfolio Manager and Research Analyst at AllianceBernstein from 2001 to 2006. He also held the position of Principal, Portfolio Manager, and Senior Equity Analyst at Inflection Capital Management, LLC from 2017 to 2019. Additionally, he worked as a Senior Consultant in a self-employed capacity from 2019 to 2021.
Education and Expertise
Thomas Paulson holds multiple degrees. He earned a Master of Business Administration (MBA) from the University of Minnesota - Carlson School of Management, specializing in Finance. He also obtained a Master of Science (MS) in Mechanical Engineering from the University of Minnesota. His undergraduate studies were completed at the University of Wisconsin-Madison, where he achieved degrees in Mathematics and Economics. His educational background supports his expertise as a Subject Matter Expert (SME) in consumer-related industries.
Client Engagement and Deliverables
In his current role, Thomas Paulson develops go-to-market strategies and product packaging-pricing-fit for new products and strategic partnerships in the financial and consumer industries. He has produced tenant assessment reports for high-profile clients, including Allbirds, Warby Parker, and Total Wine, targeting the commercial real estate (CRE) C-suite audience. His work aids both internal and external stakeholders in understanding market trends and identifying strategic opportunities.
Industry Contributions
Throughout his career, Thomas Paulson has leveraged his extensive experience as a Wall Street analyst and institutional investor to provide strategic insights and competitor intelligence for clients. His contributions to the financial sector have included creating impactful thought-leadership content that enhances the visibility and reputation of the organizations he has been affiliated with.