Margaret Ortblad
About Margaret Ortblad
Margaret Ortblad is a Customer Success Program Manager at Carta, where she has worked since 2020. She holds a Bachelor and a Master of Accountancy from the University of San Diego and has held various accounting roles in companies across the United States and Australia.
Work at Carta
Margaret Ortblad currently serves as the Customer Success Program Manager at Carta, a position she has held since 2020. In this role, she focuses on enhancing customer experiences and ensuring successful program implementations. Prior to her current role, she worked as a Portfolio Insights Manager at Carta from 2019 to 2020, where she contributed to data analysis and strategic insights for client portfolios. Her tenure at Carta has allowed her to leverage her accounting expertise to support customer success initiatives.
Education and Expertise
Margaret Ortblad holds a Bachelor of Accountancy and a Master of Accountancy from the University of San Diego. Her educational background provides her with a strong foundation in accounting principles and practices. This expertise has been instrumental throughout her career, particularly in roles that require financial analysis and customer relationship management.
Background
Margaret Ortblad began her professional career as an Accounting Intern at BlueView Technologies in 2011. She later gained experience as a Research and Development Tax Credit Staff at Moss Adams LLP from 2012 to 2013. Following this, she worked as a Senior Tax Associate at Frank, Rimerman + Co. LLP from 2014 to 2017, and as a Senior Accountant at Pitcher Partners in Sydney, Australia, from 2017 to 2018. Her diverse background in accounting and tax services has equipped her with a comprehensive understanding of financial operations.
Professional Experience
Margaret Ortblad has accumulated extensive professional experience in the accounting field. After her internship, she worked at Moss Adams LLP and then transitioned to Frank, Rimerman + Co. LLP as a Senior Tax Associate. Her role at Pitcher Partners as a Senior Accountant further solidified her expertise in accounting. This combination of experiences has shaped her approach to customer success in her current role at Carta.