Lynn V. is an Associate in Portfolio Insights at Carta, specializing in Portfolio Monitoring and Modeling since 2024. Previously, Lynn served as a Financial Dispute and Strategy Analyst at the Better Business Bureau Serving Metropolitan New York, focusing on compliance and claims conciliation for both B2C and B2B sectors. Lynn's experience includes roles as an Analyst in Valuations, with expertise in equity valuations, tax advisory, and operational support utilizing tools such as Salesforce, Jira, Python, and Looker. Additional background includes leadership as a Business Team Lead for the Columbia Undergraduate Law Review and work as a Trademarks Legal Assistant at Marshall Law Group. Educational credentials include a Bachelor of Arts in Economics, Pre-Law, and Slavic Studies from Columbia University and Barnard College, with ongoing pursuit of the CFA designation.
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