Dan Carter
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Dan Carter Email & Phone Number

Solution Consultant and Product Specialist at NeoXam
Location: New York, United States 13 work roles 2 schools
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Current company
NeoXam
Role
Solution Consultant and Product Specialist
Location
New York, United States
Company size
641 employees

Who is Dan Carter? Overview

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Quick answer

Dan Carter is listed as Solution Consultant and Product Specialist at NeoXam, a with 641 employees, based in 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.

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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
Neoxam
Solution Consultant and Product Specialist
New York, NY, US
Website
neoxam.com
Employees
641
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Company profile
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13 roles

Dan Carter work experience

A career timeline built from the work history available for this profile.

Solution Consultant And Product Specialist

Neoxam

New York, Ny, Us

Senior Sales Engineer

Current
Ezops Inc

New York, New York, United States

EZOPS 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, remediation and reporting – all powered by machine learning and smart workflow management.

Oct 2023 - Present

Sales Director, North America

Intix

New York City Metropolitan Area

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 ability to deduct actionable insights from deep-diving into transaction investigations. Intix solutions can be applied to multiple use cases such as business activity monitoring, compliance and risk management, regulatory reporting, treasury services, AML and fraud, and transaction archives.

Sep 2022 - Jun 2023

Director, Channel Sales

Kasisto, Inc.

New York City Metropolitan Area

Jan 2021 - Sep 2022

Enterprise Account Director

Kasisto, Inc.

Greater New York City Area

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

Greater New York City Area

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 Technologies

New York, Usa - Toronto, Canada

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

Presales Consultant / Sales Engineer

Smartstream Technologies

Sydney, Australia - Toronto, Canada - New York, Usa

Feb 2008 - Aug 2015

Project Manager (Investment Bank Operations)

J.P. Morgan

Sydney, Australia

Oct 2007 - Feb 2008

Middle Office Manager

Ord Minnett

Sydney, Australia

Jul 2006 - Oct 2007
Team & coworkers

Colleagues at NeoXam

Other employees you can reach at neoxam.com. View company contacts for 641 employees →

SB Stephane Bausson Stephane Bausson Colleague at NeoxamGreater Paris Metropolitan Region, France View → CM Cécile Montador Cécile Montador Colleague at NeoxamParis, Île-De-France, France View → CC Cédric Cajet Cédric Cajet Colleague at NeoxamGreater Paris Metropolitan Region, France View → IA Insaf Ayari Insaf Ayari Colleague at NeoxamAriana, Tunisia View → FB Florent Bahier Florent Bahier Colleague at NeoxamGreater Paris Metropolitan Region, France View → SG Sanjana Ganesh Sanjana Ganesh Colleague at NeoxamBengaluru, Karnataka, India View → AL Alexis Lefevre Alexis Lefevre Colleague at NeoxamGreater Paris Metropolitan Region, France View → MC Michel Chaignon Michel Chaignon Colleague at NeoxamNiort, Nouvelle-Aquitaine, France View → 燕 燕江峰 燕江峰 Colleague at NeoxamJing'An District, Shanghai, China View → NT Nabila Tayari Nabila Tayari Colleague at NeoxamParis, Île-De-France, France View →
2 education records

Dan Carter education

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, 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 Stephane Bausson, Cécile Montador, Cédric Cajet, Insaf Ayari, and Florent Bahier.

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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