Julian Novais
About Julian Novais
Julian Novais is a Senior Manager of Strategy & Operations at Carta, where he has played a significant role in launching the Qualified Small Business Stock (QSBS) initiative. He has a strong background in finance, management, and sustainability, with previous experience at Bay Valuation Advisors and Santa Clara University.
Current Role at Carta
Julian Novais currently serves as Senior Manager, Strategy & Operations - QSBS at Carta. He has held this position since 2022 and is based in Seattle, Washington. In this role, he focuses on the Qualified Small Business Stock (QSBS) initiative, which he played a key role in launching. His responsibilities include overseeing strategic operations and ensuring effective implementation of initiatives related to QSBS.
Previous Experience at Carta
Julian Novais has extensive experience at Carta, where he worked in various roles over several years. He was a Senior Associate from 2017 to 2019, then progressed to Manager, Valuations from 2019 to 2021. He later took on the role of Manager, Strategy & Operations - Valuations for four months in 2022 before becoming Senior Manager. His tenure at Carta has spanned multiple positions, contributing to his expertise in strategy and operations.
Experience at Bay Valuation Advisors, LLC
Before joining Carta, Julian Novais worked at Bay Valuation Advisors, LLC. He started as an Associate from 2015 to 2016 and was later promoted to Senior Associate, where he worked for seven months in 2017. His experience at Bay Valuation Advisors provided him with foundational skills in valuation and financial analysis.
Educational Background
Julian Novais studied at Santa Clara University, where he earned a Bachelor of Science (B.S.) in Finance and Management from 2011 to 2015. He also studied Sustainability and Alternative Energy at Universidad Loyola in 2013. His education reflects a strong commitment to integrating sustainability into finance and management practices.
Background in Finance and Sustainability
Julian Novais has a background that combines finance expertise with a focus on sustainability. His work experience and educational pursuits indicate a commitment to integrating sustainable practices within financial operations. This unique combination enhances his ability to contribute to initiatives that align financial strategy with sustainable development.