Brenna Lutz
About Brenna Lutz
Brenna Lutz is an Account Director at Carta, where she has worked since 2023 in Seattle, Washington. She has a diverse background in finance and operations, with previous roles at The Cheesecake Factory, Intermountain Healthcare, and ClickUp.
Work at Carta
Brenna Lutz currently serves as an Account Director at Carta, a position she has held since 2023. In this role, she is responsible for managing client accounts and ensuring customer satisfaction. Prior to her current role, she worked as an Implementations Project Manager II at Carta from 2022 to 2023. During her time at Carta, she has contributed to various projects aimed at enhancing client experiences and streamlining processes.
Previous Employment Experience
Before joining Carta, Brenna Lutz held several positions in different organizations. She worked as a Financial Analyst at ClickUp from 2021 to 2022, where she focused on General and Administrative as well as Research and Development financial analysis. Prior to that, she was a Financial Analyst at Intermountain Healthcare from 2020 to 2021. Brenna also gained experience as an Operations Analyst at Varo Money Inc. in 2018 and served as a Server at The Cheesecake Factory from 2015 to 2019.
Education and Expertise
Brenna Lutz earned her Bachelor of Arts in Finance from Utah Valley University, completing her studies from 2017 to 2020. Her educational background has equipped her with a strong foundation in financial principles and practices, which she has applied throughout her career in various analytical and operational roles.
Internship Experience
Brenna Lutz gained early professional experience as an Operations Intern at First Western Advisors in 2019. This internship lasted for two months and provided her with insights into operations and financial management within a financial advisory context. This experience contributed to her skill set and prepared her for future roles in finance and operations.