Brenna Lutz
- Role
- Implementations Project Manager at Carta
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Experience
Implementations Project Manager
May 2022 — Present
Support new Fund Administration, Portfolio Insights, and Valuations clients through onboarding • Extract relevant information from operating agreements and subscription documents to upload limited partners to Carta • Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation • Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients • Continuously look for ways to improve the efficiency and effectiveness of onboarding and work closely with product and engineering to improve experience for customers
Education
Utah Valley University
Bachelor of Arts - BA, Finance, General
2017 — 2020
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