Michael Carlson

CFA Business Development Officer
El Segundo, CA

Michael has a passion for helping small business owners reach their goals. His prior experience as both a credit analyst and an underwriter gives Michael a broad knowledge base of the SBA program, which he uses to help clients successfully navigate the complexities involved in obtaining SBA loans. 

Before working in the lending industry, Michael analyzed and recommended stocks for a shareholder activist asset management firm, at one point overseeing more than $1 billion in investments. During his four-year tenure in this role, Michael obtained a strong education in business analysis which allows him to help clients achieve the optimal financing solution for their needs. 

Michael holds the professional designation of Chartered Financial Analyst and earned his MBA at the UCLA Anderson School of Management. He previously attended UC Irvine, where he received bachelor’s degrees in both mathematics and business economics and minored in accounting.

Recent Small Business Success