Current Industry

FinTech / Finance

Date Joined

December 10, 2020

Referred By

Megan Kelly

Alexis Teixeira

I am an ever-curious, thoughtful and compassionate leader. I currently sit on the as the Deputy Chief of Staff to the CEO and which is an equity management FinTech company looking to create more owners in the world. Prior to Carta, I worked as a Chief of Staff in the Core Management Team at Bridgewater for two years and previously was an analyst at UBS Wealth Management. I graduated Boston College Carroll School of Management in 2017 with a double concentration in Finance and Entrepreneurship. I also currently and previously have advised dozens of early-stage consumer startups, serves on the junior board of Robin Hood and Pencils of Promise and enjoys traveling to new places and running around Central Park.

Top Areas of Focus

Product Development

CoS Start Date

Sep 14, 2020

Current Industry

FinTech / Finance

Company Size


3 to 5

Previous Experience

Pro Tip

Always be considering how you can make your manager not just 2x more effective, but 10x more.


My own best practices, prioritization tips, and public speaking and presentation skills, brand and strategy, company / vertical specific planning and roadmapping


How individuals navigate their career path, best practices and other specialities, how individuals get up to speed across products, verticals, organization etc.