Alan Lozer
About Alan Lozer
Alan Lozer is a Strategic Finance Associate at Carta, where he has worked since 2021. He previously held positions at Salesforce and studied Business - Finance at Miami University.
Work at Carta
Alan Lozer has been employed at Carta as a Strategic Finance Associate since 2021. His role involves contributing to the financial strategies and operations of the company, which is based in San Francisco, California. Over the past three years, he has played a significant part in supporting Carta's financial initiatives and strategic planning.
Previous Experience at Salesforce
Before joining Carta, Alan Lozer worked at Salesforce in various finance roles. He served as a Corporate Finance and Strategy Summer Analyst for three months in 2019, where he gained experience in corporate finance. Following this, he held the position of GTM Finance and Strategy Analyst from 2020 to 2021, working remotely for one year.
Education and Expertise
Alan Lozer earned a Bachelor of Science in Finance from Miami University, where he studied from 2017 to 2020. His educational background provides him with a solid foundation in finance principles and practices. Additionally, he attended DePauw University for one year before transferring to Miami University. He completed his high school education at North Central High School from 2012 to 2016.
Background
Alan Lozer is based in San Francisco, California. His career in finance began during his studies at Miami University, where he developed essential skills that he applied in his roles at Salesforce and Carta. His experience spans various aspects of finance, including corporate finance, strategy, and go-to-market finance.