Operations Lead - QSBS & Equity Advisory
Carta
Jul 2023 - Aug 2024 (1 year 2 months)
• Owned customer operations for Carta’s Equity Advisory and QSBS attestation services, ensuring seamless delivery.
• Developed end-to-end processes that reduced delivery times and decentralized workflows for scalability.
• Collaborated with leadership on segmentation strategy, client enablement, and launching new services.