Roland Wikstrom, Cfa
About Roland Wikstrom, Cfa
Roland Wikstrom, CFA, serves as the Director of Treasury at Carta since 2022, bringing extensive experience from previous roles at Citi and other financial institutions. He holds an MBA from Northwestern University's Kellogg School of Management and a BA in Political Science from DePauw University.
Work at Carta
Roland Wikstrom currently serves as the Director of Treasury at Carta, a position he has held since 2022. In this role, he is responsible for overseeing the company's treasury functions, ensuring effective management of financial resources. His expertise in treasury operations contributes to Carta's financial strategy and operational efficiency.
Previous Experience at Citi
Wikstrom has extensive experience at Citigroup, where he held multiple senior roles. He served as Managing Director and Head of North American Rates Trading from 2013 to 2015, and previously as Managing Director and North American Risk Treasurer from 2011 to 2014. During his time at Citi, he led a team managing a $200 billion balance sheet and played a significant role in developing electronic trading capabilities, which helped the firm achieve a top ranking in US treasury and interest-rate swap trading.
Leadership at Smart Choice MRI
Wikstrom held the position of President and Chief Operating Officer at Smart Choice MRI from 2014 to 2018. He successfully executed a growth strategy that transformed the company into a multi-million dollar enterprise with 15 locations across four markets within three years. He also played a key role in the company's successful exit when it was sold to CDI in late 2020.
Education and Expertise
Roland Wikstrom earned a Master of Business Administration (MBA) from Northwestern University's Kellogg School of Management, specializing in Business Administration and Management. He also holds a Bachelor of Arts (BA) in Political Science and Government from DePauw University. His educational background supports his extensive expertise in finance and management.
Background in Fixed Income Trading
Before his tenure at Citi, Wikstrom worked at Norges Bank Investment Management as Head of Fixed Income Trading Americas and Senior Portfolio Manager from 2005 to 2011. He led a team managing over $130 billion in fixed-income assets, demonstrating his capabilities in high-stakes financial environments. Additionally, he worked at ABN AMRO Bank N.V. as Head of Agency MBS and Debt Trading from 1999 to 2005.