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Brett Carlson

Hello, I'm Brett Carlson.

I build relationships.
Public speaking.
Finance & business insight.
Professional.

About Me

CRM & Sales Enablement

Comfortable working with CRMs like HubSpot to keep sales organized and running smoothly.

Relationship Building

An outgoing personality to form strong, lasting client and partner relationships.

Data Tools & Tech

Skilled in Excel, data tools, and building practical tech projects - including this portfolio.

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Years Experience
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Built relationships with high-value clients
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Industries Worked In

Professional Experience

June 2024 – Nov 2024

Client Services Associate

Waverley Corporate Financial

  • Converted inbound leads from high-net-worth individuals into clients using HubSpot CRM, generating significant revenue for the firm
  • Maintained personalized communication with prospects to nurture long-term relationships and identify future opportunities.
  • Collaborated with dealing representatives to deliver tailored wealth solutions aligned with clients’ objectives and the firm’s strategy
June 2021 – Present

Fine Dining Server

Miga KBBQ

  • Consistently exceed sales targets by 15% through strategic upselling and tailored recommendations
  • Manage high-pressure, high-volume service with ease, supporting seamless guest experiences and team coordination
May 2019 – Aug 2019

Cast Member

Walt Disney World

  • Chosen for Disney’s International Exchange Program
  • Refined elite customer service, adaptability, and team collaboration
Nov 2018 – Feb 2019

Sales Associate

Michael Hill

  • Top seasonal sales through customer service and negotiation
  • Outbound cold-calling, re-engaging previous customers
Sept 2018 – April 2023

Bachelor of Commerce

Toronto Metropolitan University

  • Business strategy, marketing, & financial analysis
  • Minor, Computer Science

Current Projects

Property Management

Managing 5 family rental buildings, including a six-plex.

Tenant Relations Property Management Real Estate Operations

Finance Sentiment Scraper

Scrapes and visualizes social media trends to track public opinion on stocks.

Completion Progress
Web Scraping Data Visualization Investing
Finance Sentiment Scraper

Local Landscaping Service

Started and run a neighborhood landscaping business, managing clients, pricing, and costs.

Progress to Operization
Entrepreneurship Customer Service Operations
Lawn Care Service

Certifications & Courses

CSC Certificate

Progress

Completed Courses

Groundbreaker Accelerated Land Development Course with Daren Vorros
Keyspire Real Estate Investing Workshop with Alfonso Cuadra

Your Move

Got an idea, an opportunity, or just good conversation? I’m all ears.

Email

brett.carlson@torontomu.ca

LinkedIn

linkedin.com/in/brett-carlson1