Jake Pavicich
About Jake Pavicich
Jake Pavicich is an Account Executive at Carta, where he has worked since 2024, focusing on equity management for startups. He has a background in sales and customer care, with previous roles at Carta, Rodak Properties, and Equitable Advisors.
Work at Carta
Jake Pavicich currently serves as an Account Executive at Carta, a role he has held since 2024. In this position, he focuses on empowering startups within the venture capital ecosystem. His responsibilities include helping founders streamline equity management processes using Carta's comprehensive suite of tools. Prior to his current role, he worked as a Strategic Sales Representative for Private Equity at Carta from 2022 to 2024, contributing to the company's growth in the financial technology sector.
Education and Expertise
Jake Pavicich earned a Bachelor of Arts in Finance from Saint Mary's College of California, where he studied from 2016 to 2020. His educational background provides him with a solid foundation in financial principles, which he applies in his current role at Carta. Additionally, he attended St. Joseph's Collegiate Institute from 2012 to 2016, furthering his academic development.
Background
Originally from Buffalo, NY, Jake Pavicich has a diverse professional background. He began his career as a Customer Care Associate at Rodak Properties from 2016 to 2017. He later transitioned to the financial services industry, working as a Financial Advisor at Equitable Advisors from 2021 to 2022. Jake also gained experience as an intern at AXA Advisors, LLC from 2018 to 2019. His career has been primarily based in the San Francisco Bay Area.
Professional Experience
Throughout his career, Jake Pavicich has held various roles that have contributed to his expertise in sales and client management. His experience as a Strategic Sales Representative at Carta involved working closely with private equity clients. Prior to that, his role as a Financial Advisor at Equitable Advisors allowed him to develop skills in financial planning and client relations. His early experience as a Customer Care Associate and intern at AXA Advisors provided him with foundational customer service and financial knowledge.