Jason He
About Jason He
Jason He is a sales professional with a background in finance and marketing. He has held various roles in organizations such as Carta, Fisher Investments, and Joyrun, Inc., and he earned his bachelor's degree from UC Santa Barbara.
Current Role at Carta
Jason He has been working at Carta in a sales role since 2018. His responsibilities include engaging with clients and promoting Carta's services. Over the years, he has developed a strong understanding of the company's offerings and has contributed to its sales initiatives.
Previous Experience in Sales and Marketing
Before joining Carta, Jason He held various positions that contributed to his expertise in sales and marketing. He worked as an investment associate at Fisher Investments for six months in 2018, where he gained insights into investment strategies. Additionally, he served as a marketing analyst at JoyRun, Inc. for five months in 2017, focusing on market research and analysis.
Educational Background
Jason He studied at the University of California, Santa Barbara, where he earned his bachelor's degree from 2013 to 2017. His education provided him with a solid foundation in business principles, which he has applied throughout his career.
Early Career and Leadership Roles
Jason He began his professional journey as a treasurer for Sigma Nu Fraternity, Inc. from 2015 to 2017. In this role, he managed financial operations and budgeting for the fraternity. He also gained experience as a financial advisor intern at Northwestern Mutual in 2017, where he worked for five months, assisting clients with financial planning.