Alexander Epstein Shafir
About Alexander Epstein Shafir
Alexander Epstein Shafir is a Senior Account Manager II at Carta, specializing in cap table management and 409A valuations. He has a background in psychology and cognitive science, and has worked with various clients to optimize compensation and liquidity solutions.
Work at Carta
Alexander Epstein Shafir currently holds the position of Senior Account Manager II, HCLS at Carta, where he has been employed since 2022. In this role, he focuses on managing client accounts and optimizing solutions related to equity management. His responsibilities include working with a diverse range of clients, including founders and investment funds, to enhance compensation and liquidity strategies.
Previous Experience at Pistil Data
Prior to his current role, Alexander worked at Pistil Data as a Senior Customer Success Manager from 2020 to 2022. In this position, he was responsible for ensuring customer satisfaction and success in utilizing the company's services. He also briefly served as Operations Manager at Pistil Data for four months in 2020, where he contributed to operational efficiency.
Background in Finance and Analytics
Alexander has a strong background in finance and analytics, specializing in cap table management and 409A valuations. He has contributed to the management of over two trillion dollars in equity globally. His expertise extends to providing tax advisory services related to stock option exercising and tender offers, which are critical in the fintech and enterprise software sectors.
Education and Expertise
Alexander studied at the University of California, Santa Cruz, where he earned a Bachelor of Arts in Psychology and Cognitive Science with honors. He furthered his education at the University of California, Berkeley, Haas School of Business. His academic background supports his expertise in strategic negotiation, customer success, and data analytics within the context of cryptocurrency and enterprise software.
Experience at NorCal Cannabis Company
In 2019, Alexander worked as a Financial Analyst at NorCal Cannabis Company for two months in the San Francisco Bay Area. This role provided him with experience in financial analysis and contributed to his understanding of the financial aspects of the cannabis industry.