Margaret Ortblad

Margaret Ortblad is a seasoned finance professional with extensive experience in customer success and accounting. Currently serving as a Customer Success Program Manager and previously as a Portfolio Insights Manager at Carta, Margaret manages a team of five Account Managers, implements customer surveys, and provides operational support to enhance team efficiency. Prior roles include Senior Accountant at Pitcher Partners, where Margaret prepared tax returns and established departmental processes, and Senior Tax Associate at Frank, Rimerman + Co. LLP, where tax returns were prepared for various clients. Earlier experience includes preparing Research and Development Tax Credits at Moss Adams LLP and accounting internships at BlueView Technologies and Pacific Bioscience Laboratories. Margaret holds both a Bachelor and a Master of Accountancy from the University of San Diego.