Matthew T.
About Matthew T.
Matthew T. is a Lead Product Manager at Carta, specializing in enhancing account and user management processes, particularly in customer onboarding and compliance. He has a strong background in finance and product management, with previous roles at notable firms such as Bank of America Merrill Lynch and Collibra.
Work at Carta
Matthew T. currently holds the position of Lead Product Manager at Carta, where he has been employed since 2023. His role involves enhancing account and user management processes, focusing on customer onboarding and Know-Your-Customer compliance. He is responsible for developing a marketplace to facilitate cash transactions for private startup equity, specifically targeting private equity and venture capital-backed companies. Additionally, he works on integrating new transaction types for cash and securities movement with the core Carta Cap Table. Matthew also leads product-led growth initiatives, including the creation of a transaction modeling sandbox for companies and law firm advisors.
Education and Expertise
Matthew T. earned a Bachelor of Science degree in Finance and Economics from NYU Stern School of Business, where he studied from 2004 to 2008. He furthered his education by obtaining a Master of Business Administration (MBA) from The Wharton School, completing his studies from 2013 to 2015. His educational background provides a strong foundation in finance, economics, and business management, which supports his expertise in product management and investment strategies.
Background
Matthew T. has a diverse professional background in finance and product management. He began his career as a Summer Analyst at Merrill Lynch in 2007 and later worked as an Investment Banking Analyst at Bank of America Merrill Lynch from 2008 to 2010. He transitioned to roles in investment management, including positions at CQS and American Securities. From 2017 to 2020, he served as Director of Investment and Strategy at Incline Global Management, LLC. His experience spans various sectors, including private equity, investment banking, and product management.
Previous Positions
Prior to his current role at Carta, Matthew T. held several significant positions. He worked at Collibra as a Product Manager from 2020 to 2021 and later as a Senior Product Manager from 2021 to 2022. His experience also includes a role as an Investment Professional at CQS and as a Private Equity Associate at American Securities. Additionally, he served as an Investment Associate at Glade Brook Capital Partners LLC. His career reflects a consistent focus on product management and investment strategies across various financial institutions.
Achievements
Matthew T. has been involved in various initiatives throughout his career that focus on enhancing financial processes and product development. His work includes leading product-led growth initiatives and developing tools such as a transaction modeling sandbox. He has contributed to improving customer onboarding processes and compliance measures in his current role at Carta. His background in investment banking and product management has equipped him with the skills necessary to drive innovation in financial services.