Cost Segregation Studies – It’s all we do!

Paula Carlson, Vice President Marketing

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Paula has been helping companies build their business, expand their client base and polish their brand for more than two decades. She understands the need for business owners to create and maximize their revenue opportunities.

Before joining CSA, Paula owned a consulting firm providing strategic planning and marketing services for the financial services industry. She has conducted hundreds of special event campaigns to help business owners acquire and retain their most valuable clients. She consulted with a broad range of financial firms, from small boutiques to national insurance and investment companies.

Paula became an NASD Series 7 licensed financial advisor and worked for more than 12 years with American Express in sales as well as management functions. Paula also owned a technology consulting firm providing service to clients nationwide including 3M, Ameriprise, Blue Cross Blue Shield, Carlson Companies and General Mills. She was an adjunct professor of project management and Microsoft Project for the University of St. Thomas.

Paula holds her Bachelor of Science from the University of Minnesota’s Carlson School of Management.

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Cell: (612) 803-9554

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