James Holtman, Cfa
About James Holtman, Cfa
James Holtman, CFA, serves as the Strategic Valuations Manager at Carta, where he has worked since 2023. He has a background in finance and analytics, with previous roles at Carta and other financial institutions.
Current Role as Strategic Valuations Manager
James Holtman currently serves as the Strategic Valuations Manager at Carta, a position he has held since 2023. In this role, he is responsible for overseeing valuation processes and strategies within the organization. He works in the Salt Lake City Metropolitan Area and collaborates with various stakeholders to achieve organizational goals. His expertise in data analysis and valuation methodologies supports Carta's strategic initiatives.
Previous Experience at Carta
Before his current role, James Holtman worked at Carta for four years in various capacities. He served as a Senior Valuations Associate from 2019 to 2021 and then as a Senior Strategy Associate, Valuations from 2021 to 2023. During his tenure, he utilized Looker and SQL to analyze data and identify trends, contributing to the company's valuation strategies and decision-making processes.
Professional Background in Finance
James Holtman has a diverse background in finance and analysis. He worked as a Credit Analyst at Rossignol Group from 2017 to 2019 and as a Fund Accountant at SS&C Technologies from 2016 to 2017. Additionally, he gained experience as a Financial Planning and Analysis Intern at National Life Group in 2014 and as a Summer Analyst at FreshTracks Capital in 2015. This varied experience has equipped him with a solid foundation in financial analysis and valuation.
Education and Academic Background
James Holtman studied at the University of Vermont, where he earned a Bachelor of Business Administration (BBA) from 2012 to 2016. He also participated in a Semester Abroad program at Stockholm University in 2015, focusing on Accounting and Finance. His educational background has provided him with the necessary skills and knowledge to excel in his finance-related roles.
Mentorship and Team Development
In his current role at Carta, James Holtman actively mentors and develops junior analysts. He fosters a culture of continuous learning and improvement within his team, emphasizing the importance of professional growth and collaboration. His commitment to mentorship contributes to the overall effectiveness and skill development of the team.