Jason He 贺铭石
About Jason He 贺铭石
Jason He is a Sales Manager at Carta, where he has worked since 2018, specializing in business development for investor services. He holds a degree in Economics and Mathematics from UC Santa Barbara and has passed the CFA II Exam.
Work at Carta
Currently, Jason He serves as the Sales Manager for Emerging VCs at Carta, a position he has held since 2018. In this role, he has been instrumental in scaling business development efforts, focusing on building business pipelines specifically for investor services. His work involves assisting both emerging and established venture capitalists in setting up their operations, contributing to the growth and efficiency of their investment processes.
Previous Experience in Finance
Before joining Carta, Jason He worked at Fisher Investments as an Associate for six months in 2018, located in the San Francisco Bay Area. His experience also includes an internship at SL Group, LLC, where he worked for three months in Brooklyn, New York, during the same year. These roles provided him with foundational experience in the finance sector, enhancing his skills in client relations and investment strategies.
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 furthered his education by studying at the CFA Institute, where he successfully passed the CFA II Exam. This educational background equips him with a strong analytical framework and a deep understanding of financial markets.
Professional Skills
In his current role at Carta, Jason He specializes in building business pipelines tailored for investor services. His expertise lies in supporting venture capitalists, both emerging and established, in setting up their operations. This specialization allows him to effectively address the unique needs of different clients within the venture capital landscape.