Bethany Sherwood
About Bethany Sherwood
Bethany Sherwood serves as an Associate Fund Controller at Carta, a position she has held since 2019. She holds a Bachelor's Degree in Business Administration from Roanoke College and has previous experience in financial operations and consulting.
Work at Carta
Bethany Sherwood has served as an Associate Fund Controller at Carta since 2019. In this role, she is responsible for overseeing fund operations and ensuring compliance with financial regulations. Her tenure at Carta has lasted for five years, during which she has contributed to the company's financial management processes. Carta is known for its innovative solutions in equity management and has established itself as a leader in the financial technology sector.
Education and Expertise
Bethany Sherwood earned her Bachelor’s Degree in Business Administration from Roanoke College. This educational background has equipped her with essential knowledge in business principles and financial management, which she applies in her current role at Carta. Her academic training supports her expertise in fund operations and financial compliance.
Professional Background
Before joining Carta, Bethany Sherwood gained diverse experience in the financial sector. She worked as an Operations Associate at OneMain Financial for five months in 2017, where she was involved in operational tasks. Following that, she served as a Financial Consultant at AXA Advisors, LLC for four months in the same year, providing financial advice and support. Additionally, she worked at AMG Funds as an Associate in Marketing Operations from 2018 to 2019, where she contributed to marketing strategies and operational processes.
Career Progression
Bethany Sherwood's career progression reflects her growth in the financial industry. Starting with roles that focused on operations and financial consulting, she transitioned to a marketing operations position at AMG Funds. Her experience in these various roles has provided her with a well-rounded understanding of the financial services sector, culminating in her current position at Carta as an Associate Fund Controller.