Crystal Shen
About Crystal Shen
Crystal Shen is a Senior Director in Private Capital Markets at Carta, with a diverse background in finance and education. She has held significant roles at various financial institutions, including Barclays Investment Bank and Jefferies, and has an MBA from The University of Chicago Booth School of Business.
Current Role at Carta
Crystal Shen serves as the Senior Director of Private Capital Markets at Carta, a position she has held since 2021. In this role, she is responsible for overseeing private capital market activities, contributing to the firm's strategic initiatives in the financial technology sector. Her expertise in capital markets and equity financing supports Carta's mission to streamline equity management for private companies.
Previous Experience at Jefferies
Prior to her current role, Crystal Shen worked at Jefferies for four years, from 2017 to 2021. She held the position of Senior Vice President in the Equity Capital Markets division, focusing on the technology sector. Before that, she served as Vice President and Senior Vice President in TMT Corporate Access from 2013 to 2017. Her tenure at Jefferies provided her with extensive experience in equity financing and corporate access strategies.
Experience at Barclays Investment Bank
Crystal Shen began her career at Barclays Investment Bank, where she worked as an Assistant Vice President from 2008 to 2013. During her five years there, she gained valuable insights into investment banking and capital markets, which laid the foundation for her subsequent roles in the financial services industry.
Educational Background
Crystal Shen earned her Master of Business Administration (MBA) from The University of Chicago Booth School of Business, completing her studies from 2016 to 2018. She also holds a Bachelor of Science (BS) in Political Science and Journalism from Pepperdine University, where she graduated Summa Cum Laude in 2006. Her educational background provides her with a strong foundation in both business and communication.
Early Career and Internships
Before her extensive career in finance, Crystal Shen gained early experience as a Reporting and Copyediting Intern at Statesman Journal / Gannett in 2004. This internship, which lasted three months in Salem, Oregon, allowed her to develop skills in journalism and communication. Additionally, she worked as a Summer Analyst in Equities Trading at Lehman Brothers in 2007, furthering her exposure to the financial industry.