Katherine Workman
About Katherine Workman
Katherine Workman serves as the Senior Manager of Investor Coverage at CartaX, a position she has held since 2022. With a background in equity capital markets and project management, she has developed a diverse skill set through her education and various roles in finance and sports.
Work at Carta
Katherine Workman currently serves as Senior Manager, Investor Coverage CartaX at Carta, a position she has held since 2022. In this role, she focuses on managing investor relationships and enhancing coverage strategies. Prior to this, she worked as Manager, Equity Capital Markets CartaX from 2021 to 2022. Both positions are based in New York, New York, where she has contributed to Carta's initiatives in the equity capital markets sector.
Education and Expertise
Katherine Workman earned her Bachelor of Science (B.S.) in Marketing and English from Boston College, where she studied from 2012 to 2016. She furthered her education by obtaining a Master of Science (MS) in Global Business from Pepperdine Graziadio Business School in 2017. Her academic background provides her with a strong foundation in both marketing principles and global business strategies.
Background
Katherine Workman has a diverse professional background that includes roles in project management and investment analysis. She began her career at Salesforce as a Project Management professional in the Commerce Cloud division from 2017 to 2018. She then transitioned to BlackRock, where she worked as an Analyst from 2018 to 2019 and later as an Investment Management Associate from 2019 to 2021. Her experience spans various sectors, including technology and finance.
Athletic Involvement
Katherine Workman has a notable athletic background, having been a NCAA Division 1 Beach Volleyball Athlete at Pepperdine Graziadio Business School from 2016 to 2017. During her time at Boston College, she served as the NCAA Division 1 Volleyball Team Captain from 2012 to 2016. Her involvement in collegiate athletics demonstrates her leadership skills and commitment to teamwork.
Previous Roles
Before her current position at Carta, Katherine Workman held various roles that contributed to her professional development. She worked at Team IMPACT, Inc. as a Volleyball Team Liaison from 2014 to 2015, and she gained valuable experience at BlackRock in both analyst and associate capacities. Her career trajectory reflects a focus on finance, project management, and team dynamics.