Montaek Kohli, Cfa
About Montaek Kohli, Cfa
Montaek Kohli is a Senior Associate in Strategic Finance at Carta, where he has worked since 2022. He has a diverse background in finance and consulting, with previous roles at RBC Investor & Treasury Services and Jarvis Ryan Associates.
Work at Carta
Montaek Kohli currently holds the position of Senior Associate in Strategic Finance at Carta, a role he has occupied since 2022. Prior to this, he served as an Associate in Strategic Finance at the same company from 2020 to 2022. In his current role, he is involved in financial strategy and analysis, contributing to the company's financial operations and decision-making processes.
Education and Expertise
Montaek Kohli has a strong educational background in business and finance. He completed his Master of Science in Business Analytics at Ivey Business School at Western University from 2018 to 2019. He also holds a Bachelor’s Degree in Honors Business Administration from Ivey Business School, which he earned from 2016 to 2018. Additionally, he obtained a Bachelor’s Degree in Management and Organizational Studies from Western University from 2014 to 2016. His academic training equips him with expertise in financial analysis and strategic decision-making.
Background
Montaek Kohli began his career with various internships and roles that provided him with diverse experience in finance and consulting. He worked as a Summer Intern at Jarvis Ryan Associates from 2013 to 2014 and held positions at RBC Investor & Treasury Services and RBC as a Summer Student Administrator and Summer Analyst, respectively. He also gained experience as a Pro Bono Consultant with The Pre-Business Students' Network from 2014 to 2015 and as a Quantitative Analyst at MLG Blockchain Consulting in 2018.
Previous Work Experience
Montaek Kohli has accumulated a range of work experiences across different organizations. He worked at Terra Greenhouses Limited as Customer Service, Receiving from 2012 to 2014. His roles at RBC included Summer Student Administrator - Trade Processing & Settlement in 2015 and Summer Analyst - Innovation Products from 2016 to 2017. His early career also included a consulting role at MLG Blockchain Consulting for two months in 2018.