Peter Carlson
About Peter Carlson
Peter Carlson serves as the Regional Vice President at Transamerica, a position he has held since 2014. He has a strong background in finance and investment, having previously worked in various leadership roles at notable financial institutions.
Work at Transamerica
Peter Carlson has served as Regional Vice President at Transamerica since 2014. In this role, he is responsible for distributing Transamerica Mutual Funds and ETFs across various channels, including Registered Investment Advisors (RIA) and Defined Contribution Investment Only (DCIO). His territories include Middle to East Tennessee, Alabama, and the Florida Panhandle. Under his leadership, he achieved significant sales growth, increasing sales by over 140%. Additionally, he has been recognized as a Top Trip winner for three consecutive years: 2018, 2019, and 2020.
Previous Experience
Before joining Transamerica, Peter Carlson held several key positions in the finance industry. He worked as Regional Vice President at RS Investments from 2008 to 2013. Prior to that, he served as Vice President at Fidelity Investments from 1999 to 2008. His career began at Mitsubishi UFJ Trust & Banking Corporation (U.S.A.), where he worked as a Trader from 1988 to 1992. Additionally, he was Assistant Vice President at Tullett Prebon from 1992 to 1997.
Education and Expertise
Peter Carlson studied at Elon University, where he earned a degree in Finance from 1982 to 1986. His educational background has provided him with a solid foundation in financial principles, which he has applied throughout his extensive career in the finance sector. His expertise includes mutual funds, ETFs, and sales strategy within the investment management industry.
Career Achievements
Throughout his career, Peter Carlson has achieved notable recognition for his performance in sales and leadership. At Transamerica, he has consistently demonstrated his ability to drive sales growth, achieving over 140% increase in sales. His recognition as a Top Trip winner for three consecutive years highlights his effectiveness in his role and commitment to excellence in the financial services industry.