Carter Patterson
Account Executive, Financial Services @Donnelley Financial Solutions (DFIN)
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WORK HISTORY
Account Executive, Financial Services @Donnelley Financial Solutions (DFIN)
Chicago, IL, US
Donnelley Financial Solutions (NYSE: DFIN) is a leader in innovative, expert-supported financial software-as-a-service (SaaS) solutions. DFIN provides insightful technology, industry expertise and data insights to clients across the globe. Accelerate regulatory reporting, deal making, data protection and AI contract analysis by leveraging our cloud-based tools powering every stage of the investment lifecycle. FY 20•••55% revenue quota attainmentFY 20•••38% revenue quota attainment
EDUCATION
East China Normal University
Summer Study Abroad Program
Gies College of Business - University of Illinois Urbana-Champaign
Master of Business Administration - MBA
University of Wisconsin-Madison
Bachelor of Arts
ABOUT CARTER PATTERSON
Carter is a high-achieving Enterprise Sales Executive in the FinTech space with a demonstrated skillset of revenue generation in B2B software-as-a-service (SaaS) information technology sales and wealth management sales. 9+ years of consultative sales experience. Carter is currently an Enterprise Account Executive at Donnelley Financial Solutions (NYSE: DFIN) and provides FinTech and RegTech software-as-a-service (SaaS) solutions to Fortune 500 companies, large private companies, investment banks, law firms, and more. Carter helps promote Donnelley’s SaaS solutions: ‘Venue’ Virtual Data Room (deal management software) and ActiveDisclosure (financial & SEC reporting software). Carter works with enterprise clients and prospects in the Midwest region- including Illinois, Wisconsin, Indiana, Michigan, Ohio, Kentucky and Western PA. Specifically, Carter provides SaaS solutions to local legal, finance, corporate development, strategy, investment banking, and private equity professionals. Carter finished 2022 with $3.1 million in revenue and a 138% quota attainment, and 2023 with $5.4 million in revenue and a 155% quota attainment. Prior to joining DFIN, Carter worked in wealth management sales at Bank of America / Merrill Lynch (NYSE: BAC). Carter was promoted twice at Merrill, ultimately to an Assistant Vice President, as he was a top-performing, revenue-generating advisor. Carter acquired over $75 million in new assets under management by selling investment products to new clients and successfully managing those client relationships. Carter received the Pinnacle Award in 2019 and the Valiant Award in 2020, which recognizes the top 4% of sales performers. Carter holds a Master of Business Administration (MBA) from the University of Illinois Urbana-Champaign as well as a Bachelor of Arts (BA) degree in Economics from the University of Wisconsin-Madison.
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