Donna Carter

Nokomis, Florida

Managing Partner, Carter Financial & Forensic Services

Experience at:
C-Suite Financial Partners, Whittier Trust Company, Mellon Financial Corporation

I’m interested in mentoring people from:

    Donna Carter
    Where I've Worked

    2016 – Present

    Managing Partner

    Carter Financial & Forensic Services

    2015 – 2016

    Consulting CFO

    C-Suite Financial Partners

    2008 – Sep 2014

    Chief Financial Officer / Executive Vice President

    Whittier Trust Company

    2012 – 2014

    Chief Compliance Officer (additional role)

    Whittier Trust Company
    Mellon Financial Corporation logo

    2005 – 2007

    First Vice President, Alternative Investments, Global Securities Services

    Mellon Financial Corporation

    2001 – 2004

    Chief Administrative Officer / General Partner

    Overture Capital Partners

    Sep 1998 – Jan 2001

    Financial Consultant

    Self Employed
    Banc Boston Capital logo

    Jul 1997 – Aug 1998

    Chief Financial Officer

    Banc Boston Capital

    Apr 1988 – Jul 1997

    Chief Administrative Officer

    Chase Chemical Partners

    Apr 1988 – Jul 1997

    Executive Director of Finance and Administration,CFO

    Chase Capital Partners
    Macmillan, Inc logo

    Apr 1983 – Apr 1988

    Financial Systems Manager

    Macmillan, Inc
    Smith Barney logo

    Apr 1981 – Apr 1983

    Manager of Accounting Projects

    Smith Barney
    Ernst & Young logo

    Sep 1975 – Apr 1981

    Supervising Senior Auditor

    Ernst & Young
    Where I've Studied

    Bachelors, Accounting and Economics

    Queens College, City University of New York


    Certificate, Forensic Accounting



    Certificate, CPA - NYS, CA

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me


    check markAccounting

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    check markTax

    Ask Me for a Referral

    Carter Financial & Forensic Services

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