Dylan Carter Email & Phone Number

Phoenix, AZ, US

Darktrace was named a Microsoft Security Partner of the Year (2024) because... Rather than teaching an AI system what an attack looks like, Darktrace's self-learning AI is trained on large data lakes of thousands of customers' data, as well as your own unique business data, to understand your normal and shut down threats. Why does this matter? 1. Most.

Scottsdale, Arizona, United States

• Mass Mutual Firm
• Using life insurance and annuities to help high-net-worth individuals, familiesand businesses with financial security, as well as tax and estate planning.

• Competitive Intelligence for Cannabis Retail & Brands. Acquired by CannMenus Dec. 2023
• Our software platform helped cannabis retailors gain competitive insights onnearby competitors by aggregating pricing data into a user friendly table.
• Sales: High level calls with business owners on competitive pricing data forbusiness growth and cost efficiency.
• Serviced client accounts.
• Data entry of stores for scraping tool using excel.

Phoenix, Arizona, United States

• Performed data analysis and appraisal valuation theory to produce homevaluations across a variety of neighborhoods in the greater Phoenix area.
• Specialized in luxurious properties where I analyzed and compared hundredsof homes to deliver accurate and timely value for buyers, sellers and lenders.
• Helped interview, recruit and train new members of the company.

Toronto, Canada Area

• We advise high-net-worth individuals, affluent families and successful entrepreneurs on life insurance for financial security as well as tax and estate planning.
• Sales: $105 million of life insurance. Put in place one of the biggest insurance programs in Canada.
• Frequently spoke and conducted business with high net-worth individualsabout using tax-exempt life insurance as a tool for estate planning and wealthtransfer.

Scottsdale, Arizona

• Registered Rep with FINRA - Series 7&63 licensed
• Serviced client accounts. Resolved complex client situations with investment accounts, asset transfers and rollovers.
• High level discussions regarding market trends, tax strategies and investmentguidance with clients.
• Contributed thought leadership to improve departmental procedures andresponsibilities.
• Collaborated with brokers and custodians to ensure timely and accuratedelivery of asset transfers into and out of Vanguard.

Bachelor'S Degree, General; Economy And Industry Emphasis

Activities and Societies: University of Arizona ACHA Hockey Team (2014-2017). Team Captain (2015-2017).

Economics

Activities and Societies: NCAA D3 Ice Hockey Player