Dan Carter
Managing Partner I Advisor I Council Member at Policy Solutions- Claim this Profile
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Bio
Thomas Willig
Dan is one of the most diverse, knowledgeable and astute individuals that I know. In business he is honorable, proactive, and extremely thorough in his presentation and follow-through. His tremendous insights, dedication and management skills make Dan an amazing asset and individual. It was a pleasure working with Dan, knowing that every detail on each project in which he was involved would be completed on-time, with great attention to detail and with outstanding consensus from all parties. I strongly recommend Dan to any organization looking for detailed excellence and execution.
Umair (Azeem) Khan Khizerzai
I recommend Dan Carter highly enough. He is extremely professional as well as personable. I can easily see him excelling with his management/technology consulting practice across any organization. He's still hands on but with his brilliant social skills I think he'd be an amazing asset. He is versatile. Customers love that he's technically gifted as well as business saavy. That's not an easy combination to find. He truly partners with his clients and with his guidance here at OTSI. It is an honor to work so closely with him
Thomas Willig
Dan is one of the most diverse, knowledgeable and astute individuals that I know. In business he is honorable, proactive, and extremely thorough in his presentation and follow-through. His tremendous insights, dedication and management skills make Dan an amazing asset and individual. It was a pleasure working with Dan, knowing that every detail on each project in which he was involved would be completed on-time, with great attention to detail and with outstanding consensus from all parties. I strongly recommend Dan to any organization looking for detailed excellence and execution.
Umair (Azeem) Khan Khizerzai
I recommend Dan Carter highly enough. He is extremely professional as well as personable. I can easily see him excelling with his management/technology consulting practice across any organization. He's still hands on but with his brilliant social skills I think he'd be an amazing asset. He is versatile. Customers love that he's technically gifted as well as business saavy. That's not an easy combination to find. He truly partners with his clients and with his guidance here at OTSI. It is an honor to work so closely with him
Thomas Willig
Dan is one of the most diverse, knowledgeable and astute individuals that I know. In business he is honorable, proactive, and extremely thorough in his presentation and follow-through. His tremendous insights, dedication and management skills make Dan an amazing asset and individual. It was a pleasure working with Dan, knowing that every detail on each project in which he was involved would be completed on-time, with great attention to detail and with outstanding consensus from all parties. I strongly recommend Dan to any organization looking for detailed excellence and execution.
Umair (Azeem) Khan Khizerzai
I recommend Dan Carter highly enough. He is extremely professional as well as personable. I can easily see him excelling with his management/technology consulting practice across any organization. He's still hands on but with his brilliant social skills I think he'd be an amazing asset. He is versatile. Customers love that he's technically gifted as well as business saavy. That's not an easy combination to find. He truly partners with his clients and with his guidance here at OTSI. It is an honor to work so closely with him
Thomas Willig
Dan is one of the most diverse, knowledgeable and astute individuals that I know. In business he is honorable, proactive, and extremely thorough in his presentation and follow-through. His tremendous insights, dedication and management skills make Dan an amazing asset and individual. It was a pleasure working with Dan, knowing that every detail on each project in which he was involved would be completed on-time, with great attention to detail and with outstanding consensus from all parties. I strongly recommend Dan to any organization looking for detailed excellence and execution.
Umair (Azeem) Khan Khizerzai
I recommend Dan Carter highly enough. He is extremely professional as well as personable. I can easily see him excelling with his management/technology consulting practice across any organization. He's still hands on but with his brilliant social skills I think he'd be an amazing asset. He is versatile. Customers love that he's technically gifted as well as business saavy. That's not an easy combination to find. He truly partners with his clients and with his guidance here at OTSI. It is an honor to work so closely with him
Credentials
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ISO 9001:2015 Auditor
SAE InternationalFeb, 2022- Nov, 2024 -
Commercial and Government Entity - Department of Defense
Defense Logistics Agency (DLA)Apr, 2021- Nov, 2024 -
CMMC Foundations
PECBMar, 2021- Nov, 2024 -
Policy Solutions LLC
Colorado PTAC (Procurement Technical Assistance Center)Apr, 2020- Nov, 2024 -
ISO 14001:2015 Auditor
CALISO CorporationJun, 2017- Nov, 2024 -
ISO 14001:2004 Auditor
CALISO CorporationMar, 2017- Nov, 2024 -
SERI R2:2013 Auditor
Sustainable Electronics Recycling International (SERI)Nov, 2014- Nov, 2024 -
Authorized Partner
PECB
Experience
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Policy Solutions
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United States
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Business Consulting and Services
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1 - 100 Employee
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Managing Partner I Advisor I Council Member
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Nov 2008 - Present
Seasoned practice leader who guides Fortune 100, large, and non for profit organizations. Trusted advisor with Board and C-level in meeting complex business issues across the organization. Council Member with private equity and entrepreneurs with start up strategy, risk, and transformation. Seasoned practice leader who guides Fortune 100, large, and non for profit organizations. Trusted advisor with Board and C-level in meeting complex business issues across the organization. Council Member with private equity and entrepreneurs with start up strategy, risk, and transformation.
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COO Forum®
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Chapter Director
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Feb 2009 - Feb 2015
Responsible for the professional development of Second-in-Command Executives: Chief Operating Officers, Operating CFOs, General Managers, Divisional Presidents, Operating CIOs, and Executive Vice Presidents. We serve with integrity, providing value to our Members, to our Member’s companies, and to our overall business community. Responsible for the professional development of Second-in-Command Executives: Chief Operating Officers, Operating CFOs, General Managers, Divisional Presidents, Operating CIOs, and Executive Vice Presidents. We serve with integrity, providing value to our Members, to our Member’s companies, and to our overall business community.
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CBIZ
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United States
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Business Consulting and Services
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700 & Above Employee
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Practice Lead
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Aug 2006 - Oct 2008
Responsible for start up of CBIZ’s Management and Technolgy Consulting Practice with business development, client service delivery, and resource management. CBIZ MHM is the 8th largest accounting firm with 140 offices that provides accounting, tax, and advisory services. Responsible for start up of CBIZ’s Management and Technolgy Consulting Practice with business development, client service delivery, and resource management. CBIZ MHM is the 8th largest accounting firm with 140 offices that provides accounting, tax, and advisory services.
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Protiviti
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United States
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Business Consulting and Services
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700 & Above Employee
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Associate Director
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Jun 2003 - Jun 2006
Responsible for oversight of technology risk with business development and client service delivery. Protiviti clients include 20% of all Fortune 1000 companies, more than 25% of all Fortune 500 companies, and more than 35% of all Fortune 100 companies with an international footprint of 50 offices worldwide. • Directed technology risk business development, client service delivery, and resource management for regional marketplace. • Served as part of global communications industry practice in account management, project, and advisory capacity. • Oversight of technology risk practice and project teams with hospitality, banking, technology, manufacturing, insurance, real estate, energy, mining, telecommunications, and transportation clients. • Coached and mentored practice team members to achieve individual, team, office, and regional practice objectives. Show less
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Sprint
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United States
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Telecommunications
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700 & Above Employee
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Enterprise Information Delivery - Finance Transformation
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Jun 1999 - Apr 2003
Directed enterprise business intelligence and business performance solutions across Fortune 50 Telecommunications Company. Responsible for BI strategy and implementation framework with portal functionality, content, reporting, and performance management applications with multiple teams in Kansas City, Atlanta, Sacramento, and Dallas. Dotted line to Finance and IT. • Business Intelligence Finance Portal: Directed the analysis, design, and development of a finance portal that met key goals including the deployment of a scaleable intranet portal with single sign-on for 15,000 finance personnel and providing access to a broad spectrum of financial content personalized. • Business Intelligence Reporting Suite: Led the selection process for a Finance reporting suite of MicroStrategies, Hyperion, Seagate, & Cognos. Key goals included creating a suite of reporting tools to access information based on individual role based profile and leveraging as an enterprise asset to make content easily accessible through a user friendly portal. • Business Intelligence Data Mining R&D: Led a team to leverage text data mining techniques in creating business intelligence taxonomies with internal and external corporate repositories. • Recognized in Sprint’s The Pinpoint for creating Finance’s gateway for financial and operational information including Sprint Business profitability metrics by dimension Show less
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National Association of Insurance Commissioners (NAIC)
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Public Policy Offices
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400 - 500 Employee
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Project Manager
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Apr 1994 - Jun 1999
Financial Database Re-engineering (FDR) and Decision Support: Led the analysis, design, and development of the core system re-engineering of the insurance regulatory agency. Directed five year initiative to replace the core processes with fourteen new applications as well as decision support suite for state insurance departments with new database design and warehouse. • Secured executive sponsorship from state insurance commissioners for three year $12 million Financial Database Re-engineering (FDR) initiative. Health, HMO, HMDI, Life, Fraternal, Title, Property, and Life lines of insurance. • Replaced 21 applications with 14 leading-edge technologies including initial internet filing application for 8,000 insurance companies and 400 million data elements. • Introduced project methodology with extreme development process including weekly quality gates for project teams as well as monthly executive metrics. • Created project visibility through presentations at quarterly NAIC national meetings, speaking engagements at annual insurance vendor conferences, as well as monthly FDR Task Force conference calls with state IT directors. Show less
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Arthur Andersen & Co.
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Accounting
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1 - 100 Employee
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Manager
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Feb 1992 - Apr 1994
Primary responsibility for system and organizational development with Resolution Trust Corporation (RTC) engagement. Consolidated four RTC offices into one North Central Regional Operating Center (ROC) providing system development for 250 contractors. • Created Paradox applications for Asset Operations, Accounts Payable, and Treasury departments tracking the receipts and processing of RTC monies. • Developed workflows for sixteen departments and 250 RTC and Andersen personnel to process $800 million in S&L Loans assets. • Served as Arthur Andersen liaison with RTC in Washington DC for key system development initiatives. • Managed departmental workflows and applications for the North Central Regional Operating Center (ROC). • Implemented transition plan to close and migrate four RTC offices in Tulsa, Minneapolis, Chicago, and Kansas City within a nine month period. Show less
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Putnam Investments
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United States
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Financial Services
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700 & Above Employee
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Supervisor, Broker Dealer Services
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Jun 1985 - Feb 1992
•Over 75 years of investment experience •$156 billion in assets under management* •Over 80 mutual funds and 50 institutional strategies across a range of asset classes and investment styles •205 investment professionals •Offices in Boston, London, Frankfurt, Tokyo, Sydney, Singapore, and Beijing Led a team of ten technical and non-technical resources to process "TopTen" dealer / transactions as well as to develop National Securities Clearing Corporation (NSCC) automated interface with the broker dealer community. • Led pilot team of ten analysts and programmers in development of National Securities Clearing Corporation electronic transfer of financial data and monies. • Restructured department workflow to process mutual fund transactions more efficiently. Show less
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Education
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Pensacola Christian College
Bachelor of Science - BS, Business Administration, Accounting -
Bucksport High School
College, College/University Preparatory
Community
