Craig Carlson

About Craig Carlson

I’ve had the great honor of helping activate Truist’s Middle Market strategy throughout Kentucky, Indiana and Ohio. Founded in 1872, Truist is over $356B in assets and Headquartered in Charlotte, NC. Our local Middle Market team delivers solutions for capital formation, digital payments, risk mitigation, wealth management, and capital markets expertise (among other areas). We combine these world class solutions with industry specialists who make your business their business—and deliver tailored solutions to help you reach your goals.Truist Financial Corporation - our purpose is to inspire and build better lives and communities, which we achieve through a commitment to real, unwavering care. Our mission is to provide distinctive client experiences, create inclusive opportunities, and embrace safe and sound practices.

Experience

1. Middle Market Banking, Kentucky, Ohio and Indiana

   Truist

   May 2018 — Present

   Our midwestern teammates have the unique opportunity of rolling out the bank’s go-to-market strategy within the Middle Market sector. In collaboration with our Corporate Finance, Capital Markets, and Wholesale Payment teammates we are able to provide solutions for an increasingly complex world - regardless of where our corporate clients find themselves within their broader lifecycle.

Education

• University of Kentucky

  Bachelor's Degree, Management/Marketing

  2001 — 2006

Skills

• Banking
• Contract Negotiation
• Credit
• Mergers & Acquisitions
• Underwriting
• Cultivating Relationships
• Finance
• Leadership
• Maintaining Business Relationships
• Fundraising
• Investments
• Treasury Management
• New Business Development
• Direct Sales
• Commercial Banking
• Relationship Marketing
• Negotiating Contracts
• Financial Analysis