Sandy W.
About Sandy W.
Sandy W. is a Fund Controller and Manager at Carta, where she has worked since 2021. She has extensive experience in finance, having held various roles at BNY Mellon, JPMorgan Chase & Co., and Gen II Fund Services, among others.
Work at Carta
Sandy W. has been employed at Carta since 2021, serving as a Fund Controller and Manager. In this role, Sandy oversees fund operations, ensuring compliance and accuracy in financial reporting. Carta is known for providing equity management solutions, and Sandy's responsibilities contribute to the company's mission of simplifying ownership and equity management for businesses.
Professional Background
Sandy W. has a diverse professional background with experience in finance and management. Prior to joining Carta, Sandy worked at Gen II Fund Services, LLC as a Director from 2018 to 2021. Sandy also held positions at JPMorgan Chase & Co. as a Private Equity Associate from 2015 to 2018 and at BNY Mellon as an AIS from 2011 to 2015. Additionally, Sandy worked as a Private Equity Fund Account Manager at BNY Mellon for six months in 2018 and as a Senior Executive Assistant at Hainan Airlines in 2011.
Education and Expertise
Sandy W. holds a Bachelor’s degree in Finance from Bentley University, where studies were completed from 2005 to 2009. Sandy furthered education at Bentley University - McCallum Graduate School of Business, achieving a Master of Science in Accountancy (MSA) from 2009 to 2010. This educational background provides a strong foundation in financial principles and practices.
Current Role at United Chinese Basketball Association
In addition to the role at Carta, Sandy W. has served as Finance Manager for the United Chinese Basketball Association since 2016. This position involves managing financial operations and ensuring the organization’s financial health. The role reflects Sandy's commitment to supporting community initiatives through effective financial management.
Previous Experience at Bentley University
Before entering the finance sector, Sandy W. worked as a Graphic Designer at Bentley University from 2007 to 2010. This role involved creating visual content for various university projects, showcasing Sandy's versatility and ability to adapt to different professional environments.