Trevor Macdonald
About Trevor Macdonald
Trevor Macdonald is a Strategic Finance Manager at Carta, where he has worked since 2022. He has a diverse background in finance, having held various roles at companies such as Intercom, Lockheed Martin, and Oracle.
Work at Carta
Trevor Macdonald has been serving as a Strategic Finance Manager at Carta since 2022. In this role, he is responsible for overseeing financial strategies and planning within the organization. His position is based in the San Francisco Bay Area, where he contributes to Carta's mission of simplifying equity management and ownership for companies.
Previous Experience in Finance
Before joining Carta, Trevor held various finance-related positions. He worked at Intercom as a Senior Financial Analyst from 2021 to 2022, and previously as a Financial Planning Analyst from 2020 to 2021. His experience also includes a role as a Financial Analyst II at Lockheed Martin from 2018 to 2020, and as a Multifunctional Financial Analyst from 2017 to 2018. Additionally, he completed internships at Oracle and CostTree, gaining foundational experience in financial planning and analysis.
Education and Expertise
Trevor Macdonald earned a Bachelor’s Degree in Finance with a Minor in Management Information Systems (MIS) from Santa Clara University. His academic background provides him with a strong foundation in financial principles and analytical skills, which he applies in his professional roles. His education, combined with practical experience, enhances his expertise in strategic finance.
Leadership Roles at Santa Clara University
During his time at Santa Clara University, Trevor was actively involved in student government. He served as the Class Senator from 2013 to 2015 and later as the Chair of the Current University Issues Committee (CUIC) from 2015 to 2016. These roles allowed him to develop leadership skills and engage with university governance, contributing to the student community.
Internship Experience
Trevor's early career included several internships that provided him with valuable experience in finance. He interned at Oracle as a Finance & Business Operations Intern in 2016 and at CostTree as a Finance Intern in 2014. These internships allowed him to apply theoretical knowledge in practical settings, enhancing his understanding of financial operations.