Joshua Taylor ECA, AECA has extensive experience in financial analysis and accounting, currently serving as a Financial Reporting Analyst II at Carta since July 2021. Prior roles include Crude Oil Accountant at Pinnacle Energy Marketing, where responsibilities included collaborating with crude oil marketers and generating financial statements for multiple counterparties. Joshua's experience also encompasses working as a Branch Analyst at Morgan Stanley, handling client account updates and trade error corrections, and serving as a Managed Account Operations Intern at Edward Jones, where audits of investment policy contracts were conducted. Additionally, an internship at Thompson Creek Wealth Advisors involved administrative support and documentation for client meetings. Joshua holds a Master of Science in Finance from the University of Utah and a Bachelor of Science in Finance from Tuskegee University.
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