Donnelley Financial Solutions
Carter Patterson, MBA, is an Enterprise Account Executive in Financial Services at Donnelley Financial Solutions since January 2022, specializing in innovative software-as-a-service solutions for the financial sector. Prior to this role, Carter served as Assistant Vice President in Wealth Management Sales at Merrill Lynch from January 2016 to January 2022, where notable achievements included leading investment sales, mentoring new advisors, and attaining significant revenue quotas. Carter holds an MBA in Finance, Strategy, and Entrepreneurship from Gies College of Business, University of Illinois Urbana-Champaign, and a Bachelor of Arts in Economics from the University of Wisconsin-Madison. Additional educational experiences include a summer study abroad in Business Administration at East China Normal University and internships in financial analysis at the United States Senate.
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Donnelley Financial Solutions
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Donnelley Financial Solutions, Inc. is a financial communications services company. The Company supports global capital markets compliance and transaction needs for its corporate clients and their advisors (such as law firms and investment bankers), and global investment markets compliance and analytics needs for mutual fund companies, variable annuity providers and broker/dealers.