Mimi Carsley
Director of Finance/CFO at JACK HENRY & ASSOCIATES, INC.
Net worth: 245 828 $ as of 30/03/2024
Profile
Mimi L.
Carsley is currently the Chief Financial Officer & Treasurer at Jack Henry & Associates, Inc. She previously worked as a Director at The Private Trust Co. NA and Robertson Stephens Advisors LLC.
From 1995 to 2010, she was the Chief Financial Officer-Specialized Devices at Microsoft Corp.
She also held positions as CFO, Treasurer & Senior Vice President-Procurement at Avantax, Inc., Treasurer & Executive VP-Corporate Development at LPL Financial Holdings, Inc., and Chief Financial Officer at H.D.
Vest, Inc. She was the Chief Operating & Financial Officer at Bluewater Global Ltd.
from 2010 to 2014.
Ms. Carsley received her undergraduate degree from Skidmore College.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 17/09/2023 | 1,415 ( 0.00% ) | 245 828 $ | 30/03/2024 |
Mimi Carsley active positions
| Companies | Position | Start |
|---|---|---|
| JACK HENRY & ASSOCIATES, INC. | Director of Finance/CFO | 31/08/2022 |
Former positions of Mimi Carsley
| Companies | Position | End |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Treasurer | 30/09/2017 |
| Bluewater Global Ltd. | Director of Finance/CFO | 31/12/2013 |
| MICROSOFT CORPORATION | Corporate Officer/Principal | 31/12/2009 |
The Private Trust Co. NA
 The Private Trust Co. NA Regional BanksFinance The Private Trust Co.'s services include trust administration, trust settlement services, agent for individual trustee, family offers and custody services. The company was founded by Bethany J. Bryant in 1995 and is headquartered in Cleveland, OH. | Director/Board Member | - |
Robertson Stephens Advisors LLC
 Robertson Stephens Advisors LLC Investment ManagersFinance Founded in 2013, Robertson Stephens Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm is a subsidiary of Robertson Stephens LLC. They provides investment advisory services to individuals, including high net-worth individuals and families, and associated trusts, estates, family offices, charitable organizations, pension and profit sharing plans, and other legal entities. | Director/Board Member | - |
Training of Mimi Carsley
| Skidmore College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 4 |
|---|---|
| JACK HENRY & ASSOCIATES, INC. | Technology Services |
| MICROSOFT CORPORATION | Technology Services |
| AVANTAX, INC. | Technology Services |
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Private companies | 4 |
|---|---|
H.D. Vest, Inc.
 H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Finance |
The Private Trust Co. NA
The Private Trust Co. NA Regional BanksFinance The Private Trust Co.'s services include trust administration, trust settlement services, agent for individual trustee, family offers and custody services. The company was founded by Bethany J. Bryant in 1995 and is headquartered in Cleveland, OH. | Finance |
Robertson Stephens Advisors LLC
Robertson Stephens Advisors LLC Investment ManagersFinance Founded in 2013, Robertson Stephens Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm is a subsidiary of Robertson Stephens LLC. They provides investment advisory services to individuals, including high net-worth individuals and families, and associated trusts, estates, family offices, charitable organizations, pension and profit sharing plans, and other legal entities. | Finance |
| Bluewater Global Ltd. |
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