Patrick Poggi
About Patrick Poggi
Patrick Poggi is a Senior Account Executive in VC/PE Fund Administration at Carta, where he has worked since 2022. He previously held various roles at Fisher Investments and is dedicated to promoting financial literacy and enhancing personalized service experiences through technology.
Work at Carta
Patrick Poggi currently serves as a Senior Account Executive in VC/PE Fund Administration at Carta. He has been in this role since 2022, operating out of New York, New York. In this position, he focuses on providing fund administration services to venture capital and private equity firms. His responsibilities include managing client relationships and ensuring that clients receive tailored financial solutions that meet their specific needs.
Previous Experience at Fisher Investments
Before joining Carta, Patrick Poggi held multiple roles at Fisher Investments from 2016 to 2022. He started as an Account Executive and progressed to Vice President of Inside Sales. His tenure included positions as Investment Counselor and Senior Account Executive. Throughout his time at Fisher Investments, he gained extensive experience in client management and financial services, contributing to his expertise in the industry.
Education and Expertise
Patrick Poggi earned a Bachelor of Science degree in Business Administration and Management, with a focus on Finance and Economics, from the University of Oregon. His educational background provides a strong foundation for his career in financial services, equipping him with the knowledge necessary to navigate complex financial landscapes and support clients effectively.
Passion for Financial Literacy
Patrick Poggi is dedicated to promoting financial literacy among the general public. He actively seeks opportunities to connect with individuals and organizations that share a commitment to enhancing financial education. His interest lies in utilizing technology to create personalized service experiences that foster understanding and engagement in financial matters.