Patrick Carlotti, CMA
Senior Vice President, FP&A
Mr. Carlotti joined Ancora in 2024 to support the forecasting and budgeting process for the firm. Patrick works cross-departmentally to deliver insights and actionable analyses with the goal of improving business performance. Prior to joining Ancora, Patrick worked for Visa as a financial analyst where he was responsible for budgeting and forecasting for their $200 million fintech subsidiary. Patrick got his started his career with Fifth Third Bank as an accountant and has also spent time with the Flynn Group and InterDesign, Inc.
Patrick earned a Bachelor of Science degree in Accounting from Xavier University. He also earned a Master of Business Administration degree from Case Western Reserve University’s Weatherhead School of Management.
