Alex Swift, Cfa, C AI A
About Alex Swift, Cfa, C AI A
Alex Swift, CFA, CAIA, is a Senior Technical Manager for Valuations at Carta, where he has worked since 2022. He has extensive experience in business valuation, having held various roles at RSM US LLP and other financial institutions.
Current Role at Carta
Alex Swift serves as the Senior Technical Manager for Valuations at Carta. He has held this position since 2022, working remotely. In this role, he is responsible for overseeing valuation processes and ensuring accuracy in financial assessments. His expertise contributes to Carta's mission of providing innovative equity management solutions.
Previous Experience at RSM US LLP
Prior to his current role, Alex Swift worked at RSM US LLP in various capacities. He served as Director of Business Valuation for two months in 2022, Manager of Business Valuation for one year from 2020 to 2021, and Supervisor of Business Valuation for eleven months from 2019 to 2020. His tenure at RSM included significant responsibilities in business valuation services.
Background in Finance and Investment
Alex Swift has a solid foundation in finance and investment. He began his career as a Financial Representative at Northwestern Mutual in 2012. He later worked as an Investment Banking Analyst and Institutional Equity Sales professional at Craig-Hallum Capital Group from 2015 to 2017 and 2013 to 2015, respectively. His diverse experience in the finance sector has equipped him with valuable skills in valuation and analysis.
Educational Qualifications
Alex Swift studied at the Wisconsin School of Business, where he earned a Bachelor of Business Administration (BBA) with a focus on Finance, Investment, and Banking from 2008 to 2011. He also completed his high school education at Edina High School from 2005 to 2008. His academic background supports his professional expertise in financial analysis and valuation.
Career Timeline Overview
Alex Swift's career spans various roles in finance and valuation. He has worked at Northwestern Mutual, Craig-Hallum Capital Group, and RSM US LLP, accumulating experience in business valuation, investment banking, and financial analysis. His career trajectory reflects a commitment to advancing his expertise in the financial services industry.