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Carter Herman, Mba Email & Phone Number
Financial Analyst
at
Pen Air Federal Credit Union
1 work email found
@penair.org
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Analyst
Location
Pensacola, Florida, United States
Who is Carter Herman, Mba? Overview
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Quick answer
Carter Herman, Mba is listed as Financial Analyst at Pen Air Federal Credit Union, based in Pensacola, Florida, United States. AeroLeads shows a work email signal at penair.org and a matched LinkedIn profile for Carter Herman, Mba.
Carter Herman, Mba previously worked as Senior Financial Analyst at Penair Credit Union and Financial Analyst at Penair Credit Union. Carter Herman, Mba holds Bachelor Of Science - Bs, Business Management from Florida State University.
Company email context
Email format at Pen Air Federal Credit Union
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*@penair.org
68% confidence
AeroLeads found 1 current-domain work email signal for Carter Herman, Mba. Compare company email patterns before reaching out.
Profile bio
About Carter Herman, Mba
Experienced financial expert proficient in advisory and analytical capacities, with a specialized focus on portfolio management, budgeting, data implementation, financial reporting, and pro forma forecasting. Concurrently, holding the position of Captain and Company Commander within the Florida Army National Guard in a part-time capacity.
Current workplace
Carter Herman, Mba's current company
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7 roles
Carter Herman, Mba work experience
A career timeline built from the work history available for this profile.
Senior Financial Analyst
Current- Conducting comprehensive financial analysis to assess the credit union's performance, profitability, and risk exposure.
- Developing and managing budgets, as well as creating financial forecasts to guide strategic decision-making.
- Assisting in the formulation and execution of long-term financial strategies to support the credit union's growth objectives.
- Monitoring and optimizing the credit union's asset and liability positions to ensure liquidity and mitigate interest rate risk.
- Evaluating the profitability and pricing of existing and proposed financial products and services.
Dec 2023 - Present
Financial Analyst
- Perform detailed branch profitability analysis, lending cost analysis, and state charter analysis
- Calculate monthly Current Expected Credit Losses (CECL) with the narrative of variance
- Draft reports that analyze current Asset-Liability Management (ALM) strategies
- Provide AD-Hoc analysis from data sources using various report writing applications
May 2022 - Dec 2023
Company Commander
CurrentCompany Commander of Bravo Company, 146th ESB. Signal Company that provides voice and data communication support to users.
Oct 2021 - Present
Financial Advisor
- Executed all trades, wrote plans, and managed internal systems for practice serving over 140 clients with over $7M assets under management
- Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals
- Conducted client profitability analysis and tax efficiency strategies for retirement planning
Mar 2018 - May 2022
Executive Officer (Xo)
Dec 2018 - Oct 2021
Platoon Leader
May 2017 - Dec 2018
2 education records
Carter Herman, Mba education
Bachelor Of Science - Bs, Business Management
Florida State University
Master Of Business Administration - Mba, Emphasis In Finance, Business Administration And Management, General
University Of West Florida
FAQ
Frequently asked questions about Carter Herman, Mba
Quick answers generated from the profile data available on this page.
What company does Carter Herman, Mba work for?
Carter Herman, Mba works for Pen Air Federal Credit Union.
What is Carter Herman, Mba's role at Pen Air Federal Credit Union?
Carter Herman, Mba is listed as Financial Analyst at Pen Air Federal Credit Union.
What is Carter Herman, Mba's email address?
AeroLeads has found 1 work email signal at @penair.org for Carter Herman, Mba at Pen Air Federal Credit Union.
Where is Carter Herman, Mba based?
Carter Herman, Mba is based in Pensacola, Florida, United States while working with Pen Air Federal Credit Union.
What companies has Carter Herman, Mba worked for?
Carter Herman, Mba has worked for Pen Air Federal Credit Union, Penair Credit Union, Florida Army National Guard, and First Command Financial Services.
How can I contact Carter Herman, Mba?
You can use AeroLeads to view verified contact signals for Carter Herman, Mba at Pen Air Federal Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Carter Herman, Mba attend?
Carter Herman, Mba holds Bachelor Of Science - Bs, Business Management from Florida State University.
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