Daniel Gladstone
About Daniel Gladstone
Daniel Gladstone is a Senior Valuation Associate at Carta, where he has worked since 2022. He holds a Bachelor of Business Administration in Finance from Baruch College/CUNY and has previous experience in valuation and customer success roles at various companies, including Preferred Return and Apple.
Current Role at Carta
Daniel Gladstone serves as a Senior Valuation Associate at Carta, a position he has held since 2022. In this role, he focuses on valuation services, leveraging his expertise in finance to support clients in understanding the value of their equity and investments. His experience at Carta builds on his previous role as a Valuation Associate within the same company, where he contributed to valuation analysis for nearly a year.
Previous Experience in Valuation and Analysis
Before joining Carta, Daniel worked as a Valuation Analyst at Preferred Return from 2018 to 2021. During his three years in this role, he developed skills in financial analysis and valuation methodologies, contributing to the company's valuation projects. Additionally, he held a position as a Customer Success Analyst at Gust for one year, where he focused on client engagement and support.
Background in Retail at Apple
Daniel has a background in retail, having worked at Apple in various roles. He started as a Specialist from 2011 to 2014 and later became an Expert from 2014 to 2016 at the Fifth Avenue Global Flagship Store. His experience in retail provided him with strong customer service skills and an understanding of consumer technology.
Education and Academic Background
Daniel studied at Baruch College/CUNY, where he earned a Bachelor of Business Administration (B.B.A.) with a focus on Finance. He also attended the Zicklin School of Business, furthering his studies in Finance. Additionally, he participated in a study abroad program at The Berlin School of Economics and Law, where he studied Marketing, International Business, and Operations Management.