Donna Carter

Sarasota, 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:

    Where I've Worked
    C

    2015 – 2016

    Consulting CFO

    C-Suite Financial Partners
    W

    2008 – Sep 2014

    Chief Financial Officer / Executive Vice President

    Whittier Trust Company
    W

    2012 – 2014

    Chief Compliance Officer (additional role)

    Whittier Trust Company

    2005 – 2007

    First Vice President, Alternative Investments, Global Securities Services

    Mellon Financial Corporation
    O

    2001 – 2004

    Chief Administrative Officer / General Partner

    Overture Capital Partners
    S

    Sep 1998 – Jan 2001

    Financial Consultant

    Self Employed

    Jul 1997 – Aug 1998

    Chief Financial Officer

    Banc Boston Capital
    C

    Apr 1988 – Jul 1997

    Chief Administrative Officer

    Chase Chemical Partners
    C

    Apr 1988 – Jul 1997

    Executive Director of Finance and Administration,CFO

    Chase Capital Partners

    Apr 1983 – Apr 1988

    Financial Systems Manager

    Macmillan, Inc

    Apr 1981 – Apr 1983

    Manager of Accounting Projects

    Smith Barney

    Sep 1975 – Apr 1981

    Supervising Senior Auditor

    Ernst & Young
    C

    2016 – Present

    Managing Partner

    Carter Financial & Forensic Services
    Where I've Studied

    Bachelors, Accounting and Economics

    Queens College, City University of New York

    2016

    Certificate, Forensic Accounting

    AICPA

    1978

    Certificate, CPA - NYS, CA

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Specialties

    Accounting

    Auditing & Compliance

    Banking, Loans & Insurance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Tax

    Ask Me for a Referral

    Carter Financial & Forensic Services

    In the Media

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