Jordan Joaquin

Jordan Joaquin is a seasoned finance professional with extensive experience in fund accounting and financial management. Currently serving as a Senior Fund Accountant at Carta since September 2022, Jordan previously held the role of Financial Controller at Compass CFO Solutions, LLC from October 2019 to September 2022. Prior experience includes a Business Consultant position at Endava, where contributions supported various aspects of software development life cycles, and a Financial Specialist role at International Planning Alliance, LLC, focusing on financial modeling and strategy implementation. Earlier positions include bartending and serving at T.G.I. Fridays, where inventory and promotional strategies were developed, and an internship at First Empire that involved analyzing investment portfolios for financial institutions. Jordan holds a Bachelor’s Degree in Accounting and Finance from East Carolina University's College of Business, earned in 2018.