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Finance and operations executive with experience in solving complex problems, developing strategic plans, and optimizing capital structures. Skilled in developing corporate infrastructures and increasing operational efficiencies. SpecialtiesStructuring debt and equity transactions, financial modeling/forecasting, legal documentation analysis, acquistion and dispositions, valuations of property, P&L analysis, accounting, staff development.
Morningstar Properties
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CfoMorningstar Properties Jul 2012 - Present
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Cfo/PartnerBudget Development Jun 2008 - Dec 2011Real estate development and management company focused on developing, acquiring and managing self storage facilities in the US and Canada. Responsible for managing lender and investor relationships, all back office accounting and tax prep functions, and all store level cash flows. Also developed financial models and market analysis tools to determine viability of new developments.
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DirectorWachovia, A Wells Fargo Company May 2005 - May 2008San Francisco, California, UsRelationship manager for approximately 40 clients including public REITs and private equtity opportunity funds focused on real estate. Expertise in structuring and execution of secured and unsecured lines of credit. Managed the underwriting and facilitated the credit approval process for originated deals. -
PrincipalBank Of America Jul 1998 - May 2005Charlotte, Nc, UsStructured and syndicated secured and unsecured lines of credit for public REITs and private equity opportunity funds. Served as primary point of contact for debt related products for in excess of 20 clients. Expertise in structuring subscription secured lines of credit for private equity funds. -
Consulting AnalystSea-Land Service, Inc. Jul 1995 - Jun 1996Designed and supervised the development of data management applications to facilitate internal logistic system.
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Senior ConsultantAccenture Jul 1991 - Jul 1995Dublin 2, IeManaged design and development teams and the implementation of various applications for cutomized enterprise-wide information systems.
Wes Carter Skills
Wes Carter Education Details
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Unc Kenan-Flagler Business SchoolFinance -
Duke UniversityChemistry
Frequently Asked Questions about Wes Carter
What company does Wes Carter work for?
Wes Carter works for Morningstar Properties
What is Wes Carter's role at the current company?
Wes Carter's current role is CFO at Morningstar Properties.
What is Wes Carter's email address?
Wes Carter's email address is we****@****ent.net
What is Wes Carter's direct phone number?
Wes Carter's direct phone number is +170484*****
What schools did Wes Carter attend?
Wes Carter attended Unc Kenan-Flagler Business School, Duke University.
What skills is Wes Carter known for?
Wes Carter has skills like Financial Modeling, Strategic Planning, Financial Analysis, Corporate Finance, Capital Markets, Operations, Strategic Financial Planning, Consultancy, Loan Structuring, Loan Origination, Process Management, Business Process Improvement.
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