Bryan Wells, Cep
About Bryan Wells, Cep
Bryan Wells serves as the Lead Product Manager at Carta, where he has worked since 2021. He has a diverse background in finance and product management, with previous roles at Merrill Lynch and CardioPolymers, Inc.
Work at Carta
Bryan Wells has been with Carta since 2018, progressing through various roles. He served as Product Manager from 2018 to 2020, then as Senior Product Manager from 2020 to 2021. Since 2021, he has held the position of Lead Product Manager. His work at Carta focuses on product development and management, contributing to the company's mission in the financial technology sector. He is based in San Francisco, California.
Previous Experience
Before joining Carta, Bryan Wells gained valuable experience in the finance sector. He worked as a Finance Intern at CardioPolymers, Inc. for four months in 2009. He then joined Merrill Lynch, where he held multiple positions, including Registered Client Associate from 2014 to 2015, PMD Financial Advisor from 2015 to 2017, and Registered Analyst from 2017 to 2018. His roles at Merrill Lynch involved corporate benefits and advisory services.
Education and Expertise
Bryan Wells studied at the University of California, San Diego, earning his undergraduate degree from 2001 to 2005. He later pursued an MBA at the University of California, Irvine - The Paul Merage School of Business, completing his studies from 2008 to 2010. His educational background in finance and business management supports his expertise in product management and financial services.
Career Timeline
Bryan Wells has a diverse career timeline that spans over a decade. He began his professional journey as a Finance Intern in 2009. After several years, he joined Merrill Lynch in various roles from 2014 to 2018. He transitioned to Carta in 2018 and has since advanced through several product management positions, culminating in his current role as Lead Product Manager, which he has held since 2021.