Carson Joel Jorgensen
About Carson Joel Jorgensen
Carson Joel Jorgensen is a Treasury Associate currently employed at Carta in Salt Lake City, Utah. He has extensive experience in hedge fund services and investment consulting, having previously worked at Northern Trust Corporation and Vanguard.
Work at Carta
Carson Joel Jorgensen currently holds the position of Treasury Associate at Carta. He has been with the company since 2022, contributing to the treasury operations in Salt Lake City, Utah. His role involves managing financial transactions and supporting the company's financial strategy.
Previous Experience in Hedge Fund Services
Prior to his current role, Jorgensen worked at Northern Trust Corporation in various capacities related to Hedge Fund Services. He served as a 2nd Vice President and Team Lead for a brief period in 2022. Before that, he was a Team Lead from 2021 to 2022 and a Senior Consultant from 2019 to 2021. His experience in this area spans over four years, during which he developed expertise in hedge fund operations.
Experience at Vanguard
Jorgensen worked at Vanguard as a High Net Worth Investment Consultant for 11 months in Scottsdale, Arizona, from 2016 to 2017. In this role, he provided investment advice and managed client portfolios, focusing on high-net-worth individuals.
Internship and Early Career
In 2015, Jorgensen completed internships that laid the foundation for his finance career. He worked as a Finance/Operations Intern at the Utah Educational Savings Plan for three months and as a Financial Analyst Intern at Progrexion, also for three months. These experiences contributed to his understanding of financial operations and analysis.
Education and Expertise
Carson Jorgensen earned a Bachelor of Science (B.S.) degree in Finance from the University of Utah, where he studied from 2012 to 2015. His educational background provides him with a solid foundation in financial principles, which he has applied throughout his career in various financial roles.