Kay Carter, CFO
Ms. Carter has served CFO of Seven Funds, LLC, the Private Equity arm of the Cogan Family office, since 2014. In addition, she was named CFO of Corsa 7 and its related entities in 2017. She handles all financial planning, reporting and regulatory compliance.
Ms. Carter received her undergraduate degree magna cum laude from Tulane University and her MBA with specializations in both Finance and Accounting from the A.B. Freeman School of Business, Tulane University, where she was elected to both Beta Gamma Sigma business and Beta Alpha Psi accounting honoraria. Upon graduation, Ms. Carter began her career as a Certified Public Accountant with the consulting division of Ernst & Young LLP, Special Services Group. Ms. Carter assisted corporations, healthcare organizations, financial institutions, law firms, and other clients with complex business, financial, M &A, audit and tax issues. For almost ten years, Ms. Carter worked with the Special Services Group based in New Orleans, Louisiana, and was responsible for providing services for Ernst & Young LLP clients throughout the Southeast United States.
After advancing to Senior Manager with Ernst & Young LLP, Ms. Carter relocated to Sarasota, Florida where she went on to serve as the Chief Financial Officer and/or Executive Vice President in various industries, including healthcare, communications, information technology, construction, and venture capital. In these roles, she was responsible for the oversight of entire financial and accounting departments, including accounts receivable, collections, invoicing, accounts payable, inventory, payroll, human resources, banking, taxes, and accounting information systems. She developed and managed SEC quarterly and annual financial reporting and disclosures (10QSB, 10KSB) and related audited financial statements for both publicly traded (NASDAQ) and privately held corporations.