Daniel K. Tonga 🇹🇴 🇵🇷
About Daniel K. Tonga 🇹🇴 🇵🇷
Daniel K. Tonga is a Solutions Engineer currently working at Carta, where he has held various roles since 2019, focusing on valuation and customer support. He has a background in finance and music, with experience as a semi-professional guitarist and a history of working in wealth management and data analytics.
Work at Carta
Daniel K. Tonga currently serves as a Solutions Engineer at Carta, a role he has held since 2024 in the Salt Lake City Metropolitan Area. His previous positions at Carta include Gift and Estate Tax Valuations from 2021 to 2024, where he led sales, operations, and delivery for the valuation practice. He also worked as a Sr. Valuation Associate - 409A for six months in 2021 and as a Valuation Analyst and Associate - 409A from 2019 to 2021. His expertise includes providing technical subject matter knowledge in stock plan administration and cap table management.
Education and Expertise
Daniel K. Tonga is pursuing further education at the Corporate Finance Institute® (CFI), focusing on the Financial Modeling & Valuation Analyst (FMVA)™ Program since 2018. He studied Advanced Valuation through an Online Executive Education Program at NYU Stern School of Business in 2020. He earned a Bachelor of Science in Economics from the University of Utah from 2017 to 2019 and an Associate of Science in Business Management from Utah Valley University from 2016 to 2017. Additionally, he studied Music Theory, Classical Guitar, and Jazz Guitar at Metropolitan Community College-Penn Valley.
Background
Daniel K. Tonga has a diverse professional background that includes experience in financial services and music. He worked at Wells Fargo Advisors in various roles from 2015 to 2018, including as a Consumer Credit Solutions Loan Adjustor Specialist and Client Services in Wealth and Investment Management. He also held a position as a Data Research Analyst at the University of Utah College of Social and Behavioral Science for three months in 2017. His involvement in music includes live performance and studio experience as a semi-professional guitarist.
Achievements
Throughout his career, Daniel K. Tonga has supported some of Carta's largest clients through audits with all of the Big 4 accounting firms and various regional public accounting firms. He has conducted management interviews and performed financial and valuation analysis as part of the 409A valuations team. His contributions in previous roles have included providing technical expertise in the sales process and assisting customers in understanding complex solutions related to stock plan administration.
Interests and Hobbies
In addition to his professional pursuits, Daniel K. Tonga enjoys playing pickup basketball and is a fan of the Dallas Mavericks and the Kansas City Chiefs. His passion for music is evident through his semi-professional guitar work in genres such as reggae, alternative R&B, soul, and rock. He previously held the position of Chief Hobbyist at LDSguitarmusic.com from 2020 to 2022, further showcasing his dedication to music.