DC

Derek Carter

Chief Financial Officer at Phillip Capital Inc.

Derek Carter has over 24 years of experience in finance and accounting roles. Derek served as the Chief Financial Officer at Phillip Capitol Inc. where they oversaw finance, accounting, treasury, and regulatory functions. Prior to that, Derek was the Director of Regulatory Reporting at KCG Holdings, Inc. and the AVP - Assistant Controller at Countrywide Securities Corporation. Derek also worked as the Director of Accounting at National Planning Holdings and as a Senior Accountant at Wells Fargo Van Kasper. Derek began their career as an Accountant at Douglas D. Halladay & Co. CPA, CFP. Additionally, they gained experience as a Student Intern at Welcome Tourist - Incoming Service Dresden. Throughout their career, Derek has been involved in various financial operations, including managing audits, regulatory examinations, and financial reporting. Derek has also played a crucial role in implementing internal control changes and automating processes.

Derek Carter's education history began in 1993 when they enrolled at Utah Valley University. Derek completed their Bachelor of Science degree in Business Management with an emphasis on Accounting in 1998. Following this, they pursued further studies at Utah State University from 1998 to 2000, graduating with a Master of Business Administration degree, also concentrating on Accounting.

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Timeline

  • Chief Financial Officer

    October, 2017 - present

  • Financial Operations Principal Finop

    December, 2014