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Chad Carlson has been working in the financial services industry since 2007. Chad began their career at Prestige Financial Services, where they held various roles, including Operations Vice President, Servicing, VP Servicing, VP Customer Service, VP Legal, Business Analyst, and Funder. In 2021, they joined First Help Financial as Vice President, Portfolio Servicing Operations.

Chad Carlson attended the University of Utah - David Eccles School of Business from 2011 to 2013, where they earned an MBA. Chad then attended the University of Utah from 2007 to 2010, where they earned a Bachelor's of Science in Economics.