Pritesh Whabi
About Pritesh Whabi
Pritesh Whabi is a Senior Fund Accountant with extensive experience in finance and accounting, currently employed at Carta since 2022. He has held various positions in notable companies such as Charles Schwab, KKR & Co. Inc., and JPMorgan Chase, and holds a B.S. in Business Administration from California State University, Fresno.
Current Role at Carta
Pritesh Whabi serves as a Senior Fund Accountant at Carta, a position he has held since 2022. In this role, he is responsible for managing fund accounting processes, ensuring accurate financial reporting, and maintaining compliance with regulatory standards. His expertise in finance and accounting contributes to Carta's mission of simplifying equity management for companies and investors.
Previous Experience in Finance
Prior to his current role, Pritesh Whabi accumulated extensive experience in the finance sector. He worked at Moss Adams as an Associate Auditor from 2019 to 2022, where he focused on audit processes and financial analysis. He also held positions at KKR & Co. Inc. as an Associate in Credit Operations for three months in 2019 and at Charles Schwab in Investment Operations from 2015 to 2018.
Educational Background
Pritesh Whabi earned a B.S. in Business Administration with a focus on Finance and Economics from California State University, Fresno. Additionally, he pursued further studies in Accounting at UCLA Extension. His educational foundation supports his career in finance and accounting, equipping him with essential skills and knowledge.
Early Career and Internships
Pritesh Whabi began his career with various roles that provided him with a diverse skill set. He worked as a Summer Analyst - Broker Assistant at Chicago Investment Group in 2009 and interned in Wealth Management at UBS from 2011 to 2012. His early experiences laid the groundwork for his subsequent roles in business systems analysis and development coordination.
Professional Development and Skills
Throughout his career, Pritesh Whabi has developed a strong skill set in finance, accounting, and operations. His roles have included business systems analysis at Blue Shield of California and business development coordination at Thomson Reuters. These experiences have enhanced his analytical and operational capabilities, making him a valuable asset in the finance industry.