Sean Carlson joined Bertram in 2016 as Tax Director, overseeing the firm’s tax function. Prior to joining Bertram, he was Vice President of Finance & Tax at Kleiner Perkins. Previous to Kleiner Perkins, he was Tax Controller for Legacy Partners and Tax Manager in KPMG, LLP’s federal tax practice, with a focus in the alternative investment industry.
Certified Public Accountant, State of California
CA Board of Accountancy
Golden Gate University
Master of Science in Taxation
North Park University
Bachelor of Science in Accounting