As the Founder and CEO of Cartana Consulting Solutions, LLC, Ana Carter leverages her extensive expertise in financial operations to deliver tailored outsourced FINOP, CFO, and accounting services specifically designed for small to medium-sized broker-dealers. With a keen understanding of the unique challenges faced by...
As the Founder and CEO of Cartana Consulting Solutions, LLC, Ana Carter leverages her extensive expertise in financial operations to deliver tailored outsourced FINOP, CFO, and accounting services specifically designed for small to medium-sized broker-dealers. With a keen understanding of the unique challenges faced by these firms, Ana has positioned Cartana Consulting as a trusted partner in navigating the complexities of financial compliance and operational efficiency. Her leadership has been instrumental in assembling a geographically dispersed team of seasoned financial and operations principals, all dedicated to ensuring client success and business continuity.
Under Ana's guidance, Cartana Consulting has successfully executed key projects that range from general bookkeeping to intricate financial forecasting and reporting. Her hands-on approach to management and her deep knowledge of financial services, including her certifications in Series 7, Series 28, and Series 99, empower her team to provide enterprise-level financial solutions that meet the diverse needs of their clients. Ana's commitment to excellence is reflected in the meticulous financial analysis and strategic budgeting practices that underpin the services offered by Cartana Consulting.
Ana’s vision for the firm emphasizes not only the importance of robust financial management but also the cultivation of long-term relationships with clients, ensuring they have the support needed to thrive in a competitive market. By continuously adapting to industry trends and regulatory changes, Ana Carter and her team at Cartana Consulting Solutions are redefining the standards of outsourced financial services, making them an invaluable resource for broker-dealers seeking to enhance their operational capabilities and achieve sustainable growth.
