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Carter Page

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Associate Partner at Lakemont Advisory · Financial services strategy

Works at
Lakemont Advisory
Location
New York, NY · ET (UTC-5)
Experience
12+ years experience
Education
Ohio State University
Languages
English
Hiring
Message Connect

Overview

Based in New York. I lead financial services strategy at Lakemont Advisory. Ran commercial diligence on 38 deals. Led a cost programme that saved a client $71 million. Before that: Workday and Zoom. Most at home with regulation and banking strategy. I tinker with 3D printers.

Good reasons to reach out
  • Candidates for the role I'm hiring for
  • Speaking or podcast invitations
Please don't message about
  • SEO and link-building offers
  • Recruiters for roles outside my stack

Replies between meetings, usually same day

Skills
banking strategypaymentsregulationdue diligence
HiringHiring for a role
closes in 3 months

Hiring a staff consultant for the financial services team - New York or remote

Role
Staff consultant
Level
Staff / Principal
Type
Full-time
Work mode
Remote
Compensation
$139k-$186k + equity
Team
IOS, 18 people
Start
Within two months
Must have
Has closed the books at a growing company Strong modelling Good judgment about what not to build
Process
3 conversations, no take-home

Comp $194k-$242k. One technical chat and a paid trial day. Message me with one thing you shipped that you're proud of.

New York, NY · remote OKdue diligencebanking strategyregulation
Open

Experience

  1. Associate Partner
    Dec 2022 - Present
    Lakemont Advisory · 3 yr 11 mo · Full-time · New York, NY
    • Shipped 7 launches on the iOS team without a rollback.
    • Rebuilt onboarding in SwiftUI and lifted day-one retention 4%.
    • Mentored 10 engineers through their first promotion.
  2. Senior Consultant
    Sep 2020 - Dec 2022
    Workday · 2 yr 3 mo · Full-time · New York, NY
    • Ran commercial diligence on 11 deals.
    • Led a cost programme that saved a client $63 million.
  3. Engagement Manager
    Nov 2017 - Sep 2020
    Zoom · 2 yr 10 mo · Full-time · New York, NY
    • Delivered 30 engagements across 6 countries.
    • Led a cost programme that saved a client $102 million.
  4. Consultant
    Jul 2016 - Nov 2017
    Robinhood · 1 yr 4 mo · Full-time · New York, NY
    • Designed the operating model for a 6 thousand-person transformation.
  5. Senior Consultant
    Aug 2014 - Jul 2016
    Instacart · 1 yr 11 mo · Contract · New York, NY
    • Delivered 22 engagements across 7 countries.
    • Ran commercial diligence on 28 deals.

References

No references yet.

Education

  1. Ohio State University
    BA, Engineering
    2006 - 2010

Details

Compensation expectations
What they are targeting for their next role.
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Direct contact details
Direct email and a scheduling link.
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