John Patrick Umyn
About John Patrick Umyn
John Patrick Umyn is a Fund Controller with extensive experience in finance and accounting. He has worked for several prominent companies, including BNY Mellon, State Street, and The Citco Group, and holds a Bachelor of Science in Business/Managerial Economics from Rutgers University.
Current Role at Carta
John Patrick Umyn serves as a Fund Controller at Carta, a position he has held since 2019. In this role, he is responsible for overseeing fund operations and ensuring compliance with financial regulations. His work contributes to the management and reporting of investment funds, supporting the company's mission to simplify equity management for startups and investors. He operates from Hamilton, NJ, where he applies his extensive background in finance and fund management.
Previous Experience in Finance
Before joining Carta, John Patrick Umyn accumulated significant experience in the finance sector. He worked at The Citco Group of Companies as an Account Manager from 2017 to 2019, where he managed client accounts and ensured service delivery. Prior to that, he held various positions at State Street, including Senior Associate and Officer from 2014 to 2017. His earlier roles at BNY Mellon included Treasury Analyst, Fund Accountant II, and Business Analyst, spanning from 2007 to 2014.
Education and Qualifications
John Patrick Umyn earned a Bachelor of Science (BSc) degree in Business/Managerial Economics from Rutgers University. His studies spanned from 2000 to 2005, providing him with a solid foundation in economic principles and business management. This educational background supports his analytical skills and financial acumen in his professional roles.
Career Progression
John Patrick Umyn's career in finance reflects a steady progression through various roles and responsibilities. He began his career at BNY Mellon, where he advanced from a Treasury Analyst to a Fund Accountant II. He then transitioned to State Street, where he took on more complex responsibilities as a Senior Associate and Officer. His experience at The Citco Group of Companies further enhanced his expertise before he assumed his current role at Carta.