Philip Michael Feliciano

Philip Michael Feliciano

Valuations Associate @ Carta

About Philip Michael Feliciano

Philip Michael Feliciano is a Valuations Associate at Carta in Seattle, Washington, where he has worked since 2021. He has a background in finance and accounting, with experience in corporate finance, valuation, and training new employees.

Work at Carta

Philip Michael Feliciano has been employed at Carta as a Valuations Associate since 2021. In this role, he has focused on leading 409A valuation interactions specifically for enterprise and health care and life sciences companies. He has contributed to developmental projects aimed at improving onboarding processes for new hires, customer education, and the introduction of new products and strategies. Additionally, he has experience in training new employees and integrating them into existing processes at Carta. His work involves valuing hundreds of venture-backed private companies, including those with IPO scenarios and pre-launch cryptocurrencies.

Education and Expertise

Philip Michael Feliciano holds a Bachelor of Business Administration (BBA) with a focus on Finance and Entrepreneurship & Innovation from Gonzaga University. He also studied Accounting at the University of Washington - Michael G. Foster School of Business, where he achieved a Certificate. His educational background provides a strong foundation for his expertise in valuations and corporate finance. He possesses skills in industry research, working with ambiguous problems, and creating new processes, which are essential in his role at Carta.

Background

Philip Michael Feliciano's professional background includes various roles in finance and valuation. He began his career as a Corporate Finance Intern at KeyTronicEMS in 2016. He then served as a Valuation Intern at Redwood Valuation Partners from 2019 to 2020, followed by a position as a Valuation Associate at the same firm from 2020 to 2021. In 2020, he briefly worked as a Loan Officer for the U.S. Small Business Administration. His diverse experience in finance has equipped him with a comprehensive understanding of valuation processes.

Achievements

Throughout his career, Philip Michael Feliciano has achieved significant milestones in the field of valuations. He has led numerous 409A valuation interactions and has valued hundreds of venture-backed private companies. His work includes handling complex scenarios such as IPOs and pre-launch cryptocurrencies. He has also played a key role in developing processes for onboarding new hires and enhancing customer education at Carta. His contributions reflect a commitment to improving operational efficiency and client service in the valuation sector.

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