James Holtman
About James Holtman
James Holtman is a Senior Valuations Associate at Carta, where he has worked since 2019 in Salt Lake City, Utah. He has a background in finance and accounting, with previous roles at Rossignol Group and National Life Group, and holds a Bachelor of Business Administration from the University of Vermont.
Work at Carta
James Holtman has been employed at Carta as a Senior Valuations Associate since 2019. In this role, he is responsible for conducting valuations and providing insights related to equity and financial instruments. His work supports clients in understanding the value of their assets and making informed financial decisions. He operates from the Salt Lake City, Utah office, contributing to the company's mission of simplifying equity management for private companies.
Previous Experience in Finance
Before joining Carta, James Holtman worked as a Credit Analyst at Rossignol Group from 2017 to 2019. In this position, he analyzed credit data and financial statements to assess risk and support lending decisions. Prior to that, he served as a Financial Planning and Analysis Intern at National Life Group in 2014, where he gained exposure to financial modeling and budgeting processes. He also held a position as a Fund Accountant at SS&C Technologies from 2016 to 2017, further enhancing his financial expertise.
Education and Expertise
James Holtman studied Accounting and Finance at Stockholm University, where he completed a Semester Abroad program in 2015. He also holds a Bachelor of Business Administration (BBA) from the University of Vermont, where he studied from 2012 to 2016. His academic background provides him with a solid foundation in financial principles and practices, which he applies in his current role at Carta.
Early Career Development
James Holtman's early career included a position as a Summer Analyst at FreshTracks Capital in 2015, where he gained practical experience in investment analysis. He also worked as a Student at the University of Vermont from 2012 to 2016, where he developed his knowledge in business administration. His foundational experiences in finance and analysis have contributed to his professional growth and expertise in the field.
High School Education
James Holtman completed his high school education at Cheshire High School from 2008 to 2012. This early educational experience laid the groundwork for his future studies in business and finance, shaping his career path.