About Us

Subject Matter Experts

 Experienced & knowledgeable. Skilled at advising clients regarding global banking solutions, cash management & treasury practices, worldwide bank/industry regulations and factors influencing international business.  

Strategic Partners

  

Industry experts with a proven track-record as client-centric trusted advisors who help put issues into context and provide perspective with their clinical assessments.

Extensive Industry Relationships

  

Leverage our extensive network, which has been built over 15+ years in the cash management business. We have partnerships with banks, non-bank financial institutions, prime brokers, broker-dealers, asset managers, wealth managers, investment platforms/portals & financial technology providers.

LEADERSHIP

John S. Carter (Founder & Principal)

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John is a versatile financial services executive with over 25 years of industry experience and noted success in building & growing a complex, large-scale global business. Most recently, John held business head/senior management level roles at J.P. Morgan Chase & Citibank.  

  

Throughout his distinguished career, John has been the leader of teams responsible for the product management, sales/distribution, strategy, and marketing of financial institution products & services (including technology platforms). He leverages his substantial global experience & knowledge to assist clients with structuring complex solutions across multiple currencies, products, jurisdictions and counterparties. 


John has spent his career in New York & London. He currently lives in Dallas, TX with his wife and  young daughter. 

Resume

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J.P. MORGAN - International Head - Cash & Liquidity Markets Group,  Investor Services,  Corporate & Investment Bank (London, U.K.)

CITIBANK -  Head of Investment & Deposit Products - Global Market Management,  Liquidity Management Services Group, Global Transaction Services (New York, NY)

BEAR STEARNS & CO. -  Head of Product Management/Head of Client Solutions (Financial Institutions & Investment Portals), Cash & Liquidity Management  Group,  Prime Brokerage Services (New York, NY)


  • Master of Business Administration (MBA)  from Cox School of Business, Southern Methodist University ;  Bachelor of Arts (B.A.) in Economics and History, St. Lawrence University
  • U.S. FINRA Series 7 General Securities Registered Rep certified  (2001-2018) &  U.K. FCA Approved Person  CF30 Customer Controlled Function (2014-2017)
  • Author of several published articles and a frequent speaker at industry conferences

Our Values and Mission Statement

Our values of honesty, integrity, trust and commitment are imperative to our success. Our mission is to help clients make the right decision, at the right time. We are committed to providing high levels of customer satisfaction. We aim to provide our clients with the products and/or services necessary to help them achieve their goals and objectives. Our role is to act as a trusted advisor, providing objective analysis, unbiased recommendations and impartial guidance. Our knowledgeable and professional staff will help educate and problem-solve for our clients. 

"The only source of knowledge is experience." ~ Albert Einstein