Jackson O'brien, Cfa
About Jackson O'brien, Cfa
Jackson O'Brien, CFA, serves as the Valuation Manager for Complex Allocations at Carta in New York City. He has a background in finance, holding a degree from the University of Maryland and has accumulated diverse experience in valuation and finance roles across several companies since 2012.
Work at Carta
Jackson O'Brien has been serving as the Valuation Manager for Complex Allocations at Carta since 2020. His role involves overseeing complex valuation processes and ensuring accurate financial assessments. Based in New York, New York, he has contributed to the company's valuation strategies for four years, leveraging his expertise in finance and management.
Education and Expertise
Jackson O'Brien studied at the University of Maryland from 2010 to 2014, where he earned degrees in Finance and Management. He also participated in a study abroad program at Universitat Autònoma de Barcelona in 2013 for 11 months. His educational background provides a solid foundation for his career in finance and valuation.
Professional Background
Jackson O'Brien has a diverse professional background in finance and valuation. He began his career as an intern at Carousel Industries in 2012 and later worked as an Operations and Finance Intern at Vineyard Vines in 2013. He held various positions, including Financial Analyst at Stern Value Management from 2014 to 2016, Associate - Equity Valuation at Gust from 2016 to 2018, and Senior Associate - Equity Valuation at Preferred Return from 2018 to 2020.
Previous Roles at Preferred Return
At Preferred Return, Jackson O'Brien held two significant roles. He started as a Manager in 2020 for seven months, followed by a position as Senior Associate - Equity Valuation from 2018 to 2020. In these roles, he focused on equity valuation and contributed to the firm's financial analysis efforts in the Greater New York City Area.