Jason He 贺铭石
About Jason He 贺铭石
Jason He is a Manager of Demand Generation at Carta, where he has worked since 2021. He holds degrees in Economics and Mathematics from UC Santa Barbara and has experience in venture capital fund administration and portfolio management.
Work at Carta
Jason He currently holds the position of Manager, Demand Gen at Carta, where he has been employed since 2021. In this role, he focuses on generating demand for the company's services. Prior to this, he served as an Account Executive in Investor Services from 2019 to 2021 and as a Sales Development Representative from 2018 to 2019. His experience at Carta spans over three years, during which he has contributed to various initiatives aimed at enhancing the company's market presence.
Education and Expertise
Jason He studied at the University of California, Santa Barbara, where he earned a degree in Economics and Mathematics from 2013 to 2017. He also pursued further education at the CFA Institute, successfully passing the CFA II Exam. His expertise includes managing capital call lines of credit, specializing in venture capital fund administration and portfolio management.
Background
Before joining Carta, Jason He gained experience in the financial sector through various roles. He worked as an Associate at Fisher Investments for six months in 2018, located in the San Francisco Bay Area. Additionally, he interned at SL Group, LLC for three months in Brooklyn, New York, also in 2018. These positions provided him with foundational knowledge and skills in investment and fund management.
Career Progression
Jason He's career has progressed through several key roles in the financial services industry. He began his professional journey as an intern at SL Group, LLC, followed by a position as an Associate at Fisher Investments. His tenure at Carta has seen him take on increasing responsibilities, moving from a Sales Development Representative to an Account Executive, and now to Manager of Demand Generation. This trajectory reflects his growing expertise and contributions to the field.