Carly Perera
About Carly Perera
Carly Perera is a Senior Product Manager at Carta, specializing in finance automation. With extensive experience in both nonprofit and Fortune 500 sectors, she focuses on creating equitable products and has held various roles at Charles Schwab and other organizations.
Current Role at Carta
Carly Perera currently serves as the Senior Product Manager for the Finance Automation Platform at Carta. In this role, she leads initiatives focused on finance automation, aiming to enhance product offerings that promote equity in financial services. Her work reflects a mission-driven approach, emphasizing the importance of creating accessible financial solutions.
Previous Experience at Charles Schwab
Carly Perera held multiple roles at Charles Schwab from 2016 to 2022. She served as Senior Product Manager for the Mobile App - Thematic Investing and Chief of Staff to the Chief Product Officer for two years. Additionally, she worked as a Portfolio Manager and Product Owner for Internal Tools, and as Senior Manager for Product Strategy in Retirement Products. These positions contributed to her extensive knowledge in financial product management.
Education and Expertise
Carly Perera earned her MBA from Mills College and holds a B.S. in Community and Regional Development and Managerial Economics from the University of California, Davis. Her educational background supports her expertise in finance and product management, equipping her with the skills necessary to navigate complex financial environments.
Background in Nonprofit and Fortune 500
Carly Perera has experience in both nonprofit and Fortune 500 sectors, which has shaped her diverse expertise in financial domains. She worked at Mission Asset Fund as a Product Manager for Personal & Small Business Microloans and served as Associate Director of Lending at Pacific Community Ventures. This blend of experiences informs her approach to building equitable financial products.
Entrepreneurial Spirit and Mission-Driven Approach
Carly Perera is recognized for her entrepreneurial spirit, which drives her teams to pursue ambitious goals. Her mission-driven approach focuses on developing products that contribute to a more equitable world, aligning her professional efforts with her personal values. This commitment is evident in her current and past roles across various organizations.