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Dan Carter Email & Phone Number
Solution Consultant and Product Specialist
at
NeoXam
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Solution Consultant and Product Specialist
Location
New York, New York, United States
Company size
Who is Dan Carter? Overview
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Quick answer
Dan Carter is listed as Solution Consultant and Product Specialist at NeoXam, a company with 641 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Dan Carter.
Dan Carter previously worked as Senior Sales Engineer at Ezops Inc and Sales Director, North America at Intix. Dan Carter holds Master Of Business Administration - Mba from University Of Sydney.
Company email context
Email format at NeoXam
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NeoXam
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Profile bio
About Dan Carter
• Enterprise software sales engineer focused on banks and other financial institutions - reconciliations, cash management, payments, customer service/experience, core banking, digital banking, post-trade securities processing, capital markets compliance, regulatory reporting, business intellegince, and data and transaction management. • Employ a consultative & relationship building approach with a proven track record of understanding customer requirements and finding value solutions.• 8+ years as a sales engineer supporting the sales cycle for enterprise financial services solutions, completing sales to global tier-1 finserv (Wells Fargo, RBC, J.P. Morgan, Scotiabank, State Street, Credit Suisse, Northern Trust, Santander, Vanguard, Commonwealth Bank, CIBC, Westpac, ANZ, Macquarie Bank).• 7+ years as an enterprise sales executive, focused on securing new business, retaining existing business, account & pipeline management to support complex sales environments with lengthy sales cycles and multiple decision makers to C-level. Significant deals completed with J.P. Morgan, Goldman Sachs, Wells Fargo, Bank of Montreal, Scotiabank.• 6 years in various operations roles across banking and capital markets at HSBC and JPMorgan.• Extensive experience establishing, developing and maintaining strong client partnerships at multiple levels within an organization. • Pragmatically trained and formally educated at post-graduate level in computer science and finance.• Open to connecting with people on LinkedIn for employment opportunites and to share content and stories with goal of learning.
Current workplace
Dan Carter's current company
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Neoxam
13 roles
Dan Carter work experience
A career timeline built from the work history available for this profile.
Senior Sales Engineer
CurrentEZOPS harnesses the power of Machine Learning and Intelligent Process Automation to revolutionize data control and drive transformative efficiency gains at some of the world’s largest financial services institutions. EZOPS offers comprehensive functionality they need to manage the four pillars of operational data control – reconciliation, research.
Oct 2023 - Present
Sales Director, North America
Intix provides data management solutions that enable financial institutions to search transaction data in real-time and correlate all events throughout the transaction lifecycle. Supporting industry standards such as ISO 20022 and delivered through non-intrusive API system integration, Intix’s reporting and business intelligence dashboards provide a unique.
Sep 2022 - Jun 2023
Director, Channel Sales
Jan 2021 - Sep 2022
Enterprise Account Director
Kasisto's leading digital experience platform, KAI, is created to master the language of banking & finance and is ready to host the humanizing experiences today's customers demand. KAI gives financial institutions the power to transform normal customer communications into profound interactions.
Jan 2020 - Sep 2022
Enterprise Sales Executive
Digital Reasoning is a global leader in Artificial Intelligence for Language Process Automation and Human Behavioral Insights. The AI platform automates key tasks and uncovers transformative insights across vast amounts of human communications data for many of the world’s leading organizations and government agencies.
Jan 2018 - Nov 2019
Sales Executive
SmartStream is a recognized leader in financial transaction management solutions that enable firms to address post-trade processing issues through increased automation via enterprise-wide, real-time solutions to deliver greater efficiency to middle and back office operations.
Jul 2016 - Jan 2018
Lead Sales Engineer
Sep 2015 - Jul 2016
Presales Consultant / Sales Engineer
Feb 2008 - Aug 2015
Project Manager (Investment Bank Operations)
Oct 2007 - Feb 2008
Middle Office Manager
Jul 2006 - Oct 2007
Business Analyst (Securities Services)
Aug 2004 - Jul 2006
Settlements (Stockbroking/Margin Lending)
May 2002 - Aug 2004
Team & coworkers
Colleagues at NeoXam
Other employees you can reach at neoxam.com. View company contacts for 641 employees →
WZ
Wenlei Zhang
Colleague at Neoxam
Shanghai, China, China
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SP
Seenivasan Praveenkumar
Colleague at Neoxam
Singapore, Singapore, Singapore
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JG
Jeremy Glili
Colleague at Neoxam
Luxembourg, Luxembourg, Luxembourg, Luxembourg
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GM
Guillaume Mary
Colleague at Neoxam
Salignac-Eyvignes, Nouvelle-Aquitaine, France, France
View →
RB
Rihab Bouali
Colleague at Neoxam
Manouba, Tunisia, Tunisia
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NH
Nicolas Heynen
Colleague at Neoxam
Arlon, Walloon Region, Belgium, Belgium
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MM
Maryam Merchant
Colleague at Neoxam
New York City Metropolitan Area, United States
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RA
Raafat Abdellaoui
Colleague at Neoxam
Tunis, Tunisia, Tunisia
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DR
Diego Rodriguez
Colleague at Neoxam
Paris, Île-de-France, France, France
View →
DT
Dusan Togner
Colleague at Neoxam
New York, New York, United States, United States
View →
Wenlei Zhang
Colleague at Neoxam
Shanghai, China, China
View →
SP
Seenivasan Praveenkumar
Colleague at Neoxam
Singapore, Singapore, Singapore
View →
JG
Jeremy Glili
Colleague at Neoxam
Luxembourg, Luxembourg, Luxembourg, Luxembourg
View →
GM
Guillaume Mary
Colleague at Neoxam
Salignac-Eyvignes, Nouvelle-Aquitaine, France, France
View →
RB
Rihab Bouali
Colleague at Neoxam
Manouba, Tunisia, Tunisia
View →
NH
Nicolas Heynen
Colleague at Neoxam
Arlon, Walloon Region, Belgium, Belgium
View →
MM
Maryam Merchant
Colleague at Neoxam
New York City Metropolitan Area, United States
View →
RA
Raafat Abdellaoui
Colleague at Neoxam
Tunis, Tunisia, Tunisia
View →
DR
Diego Rodriguez
Colleague at Neoxam
Paris, Île-de-France, France, France
View →
DT
Dusan Togner
Colleague at Neoxam
New York, New York, United States, United States
View →
2 education records
Dan Carter education
Master Of Business Administration - Mba
Bachelor Of Technology - Btech
FAQ
Frequently asked questions about Dan Carter
Quick answers generated from the profile data available on this page.
What company does Dan Carter work for?
Dan Carter works for NeoXam.
What is Dan Carter's role at NeoXam?
Dan Carter is listed as Solution Consultant and Product Specialist at NeoXam.
Where is Dan Carter based?
Dan Carter is based in New York, New York, United States while working with NeoXam.
What companies has Dan Carter worked for?
Dan Carter has worked for Neoxam, Ezops Inc, Intix, Kasisto, Inc., and Digital Reasoning.
Who are Dan Carter's colleagues at NeoXam?
Dan Carter's colleagues at NeoXam include Wenlei Zhang, Seenivasan Praveenkumar, Jeremy Glili, Guillaume Mary, and Rihab Bouali.
How can I contact Dan Carter?
You can use AeroLeads to view verified contact signals for Dan Carter at NeoXam, including work email, phone, and LinkedIn data when available.
What schools did Dan Carter attend?
Dan Carter holds Master Of Business Administration - Mba from University Of Sydney.
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