Thomas Carlson

Thomas Carlson

Private Banking Portfolio Manager @ TowneBank

About Thomas Carlson

Thomas Carlson is a Private Banking Portfolio Manager at TowneBank in Virginia Beach, Virginia, where he has worked since 2021. He has a background in member services at TowneBank and holds a degree from Virginia Commonwealth University.

Work at TowneBank

Thomas Carlson has held multiple positions at TowneBank, contributing to his expertise in banking services. He began his career at TowneBank as a Summer Intern in 2018, working for three months at the Pavilion Branch. Following this, he served as a Member Service Representative for eight months from 2019 to 2020 in Virginia Beach, Virginia. He then transitioned to the role of Member Service Specialist, where he worked for one year from 2020 to 2021. Currently, he is employed as a Private Banking Portfolio Manager, a position he has held since 2021.

Education and Expertise

Thomas Carlson studied at Virginia Commonwealth University from 2015 to 2019, completing a four-year degree. His educational background has provided him with a solid foundation in financial services, which he has applied throughout his career at TowneBank. His progression from intern to Private Banking Portfolio Manager reflects his growing expertise in private banking and portfolio management.

Background

Thomas Carlson is based in Virginia Beach, Virginia. His career in banking began with TowneBank, where he gained experience in various roles. His work history includes significant customer service positions, which have equipped him with skills essential for managing client relationships in private banking.

Career Progression

Thomas Carlson's career at TowneBank illustrates a clear trajectory of professional growth. Starting as a Summer Intern, he quickly advanced to Member Service Representative and then to Member Service Specialist. His current role as Private Banking Portfolio Manager marks a significant step in his career, showcasing his ability to take on increased responsibilities and manage client portfolios effectively.

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