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Carson Ko, CFA, ABV has a diverse range of work experience in financial planning and analysis, risk management, business intelligence, and actuarial analysis. Carson has held leadership roles at various companies including Acra Lending, loanDepot, American Advisors Group (AAG Reverse Mortgage), CashCall, Structurad, and Louis Kravitz and Associates. Throughout their career, Carson has provided financial analysis, forecasting, and modeling expertise, and has managed budgets, implemented accounting standards, and led business intelligence initiatives. Carson is skilled in data analytics, project management, and developing statistical models. Carson's experience spans the mortgage industry, reverse mortgages, consumer loans, and defined benefit plans.

Carson Ko, CFA, ABV has a strong educational background in applied mathematics and entrepreneurship. Carson obtained their Bachelor of Science (BS) degree in Applied Mathematics from California State Polytechnic University-Pomona from 1995 to 1998. Carson further pursued their education in the field by earning a Master of Science (MS) degree in Applied Mathematics from the same university from 1998 to 2000.

In 2014, Carson Ko took a step towards expanding their skill set by enrolling in Stanford University. Carson completed the Stanford Innovation and Entrepreneurship Certificate program in 2017, focusing on Entrepreneurship/Entrepreneurial Studies.

In addition to their academic achievements, Carson Ko holds prestigious certifications. Carson obtained the Chartered Financial Analyst (CFA) charterholder designation from the CFA Institute in September 2013. Carson also holds a certificate in Stanford Innovation and Entrepreneurship from Stanford University, although the specific details regarding the completion dates are not provided.