Completed Assignments

Carlson Group provides top-quality services to leading companies throughout the Midwest region and beyond.  Below is a partial listing of completed senior-level assignments.

Board/Executive Management


SVP, Chief Marketing Officer

Chief Credit Officer (several)

Chief Information Officer

President, Mortgage Banking

President, Wealth Services

President, Mutual Insurance Company

CEO, Brokerage Company

CEO, Financial Industry Association

Director, Corporate Board

President/CEO, Agribusiness Company

Bank President/CEO (several)

Regional President

Chief Financial Officer

General Management


COO, Brokerage Company

SVP, Relationship Management

SVP, Non-proprietary Products

SVP, Credit Administration

Divisional VP, Field Operations

Regional Credit Manager

Regional Retail Sales Manager

VP/SVP, Commercial Banking

VP/SVP, Commercial Real Estate

Regional Manager, Private Client Services

VP/SVP, Trust Manager

Vice President, Investments

Vice President, Portfolio Manager

Investment Portfolio Manager

VP, Regional Trust Manager

Wealth Management Director

Operations and Technology


Chief Information Officer

Chief Operations Officer

SVP, Cash Management Operations

SVP, Collections

VP/SVP, Underwriting

Director, Technical Competencies

AVP, Life Operations

VP, Compliance

AVP, Claims

Staff Functions


VP/SVP, Human Resources

VP, Assistant Treasurer

SVP, Treasurer


VP, Investor Relations

VP, Communications

Director, Compensation & Benefits

Staffing Director

Director, Media Relations

Audit Manager

SVP, HR Business Partner