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Montaek Kohli, Cfa Email & Phone Number

Strategic Finance at Carta at Carta
Location: United States 9 work roles 4 schools
1 work email found @schneider-electric.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@schneider-electric.com
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Current company
Carta
Role
Strategic Finance at Carta
Location
United States
Company size
866 employees

Who is Montaek Kohli, Cfa? Overview

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Quick answer

Montaek Kohli, Cfa is listed as Strategic Finance at Carta at Carta, a with 866 employees, based in United States. AeroLeads shows a work email signal at schneider-electric.com and a matched LinkedIn profile for Montaek Kohli, Cfa.

Montaek Kohli, Cfa previously worked as Senior Associate, Strategic Finance at Carta and Associate, Strategic Finance at Carta. Montaek Kohli, Cfa holds Msc, Business Analytics from Ivey Business School At Western University.

Company email context

Email format at Carta

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*@schneider-electric.com
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AeroLeads found 1 current-domain work email signal for Montaek Kohli, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Montaek Kohli, Cfa

Montaek Kohli, Cfa is a Strategic Finance at Carta at Carta. They possess expertise in public speaking, time management, teamwork, microsoft excel, microsoft office and 8 more skills. They is proficient in English and Punjabi. Colleagues describe them as "Montaek is a creative and innovative thinker who has unique business approach to any project thrown at him. He has proven, even with his large plate of work during his internship with us, that he is a hardworking dedicated individual that can get the right work done on time. Montaek is always welcomed back." and "Monty is an exceptional employee who is motivated internally to innovate. He is very passionate and goes above and beyond to complete the work assigned. He has a great attitude and approach to work. I am very excited for his future and continued growth as he completes his schooling and more work experience. For me, it has been an absolute pleasure partnering with Monty over the summer term and look forward to staying connected as he returns to school...and, fingers crossed, to work alongside me in the future!"

Listed skills include Public Speaking, Time Management, Teamwork, Microsoft Excel, and 9 others.

Current workplace

Montaek Kohli, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Carta
Carta
Strategic Finance at Carta
san francisco, california, united states
Website
carta.com
Employees
866
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Company profile
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9 roles

Montaek Kohli, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Associate, Strategic Finance

Current
Carta
Jan 2022 - Present

Associate, Strategic Finance

Carta
Nov 2020 - Jan 2022

Venture Capital Analyst

Bicameral Ventures

Toronto, Canada Area

Jul 2018 - Nov 2020

Summer Analyst - Innovation Products

Rbc

Toronto, Canada Area

In this role at RBC I was a summer analyst on the Innovation Products team. The team focuses on developing go-to-market products and proof of concepts(POCs) that challenge existing processes and business models. In my time at RBC I worked with teams in US Retail Banking, Cybersecurity, Wealth, and Diversity to design new products at various stages of the production process, from initial strategy and assessment, to development and finally launch. The team focuses on a variety of emerging technologies, with a particular emphasis on AI, machine learning and UX/UI design. I served to support my director for several ongoing projects, working directly with our development team. Some of these projects were built entirely internally, while others involved us working with emerging startups or vendors to bring their technology to RBC.My role involved an array of duties throughout the production process. I conducted in-depth research on emerging technologies and then assessed how the appropriate technology could be implemented effectively for our business partners. For example, with a Cybersecurity POC I applied my research into rising User Entity Behavior Analytic companies and designed with our business partners test methods and metrics to asses whether RBC could derive long term value from its implementation. In addition, I would identify long term opportunities for the business to harness the power of the technology and deliver a compelling product that users love. I am extremely client focused and work diligently to deliver products in a lean manner that exceed expectations. My experience in this role has inspired my pursuit of the Ivey MSc in Business Analytics in order to better asses client challenges and deliver exceptional results.

May 2016 - Aug 2017

Customer Service, Receiving

Terra Greenhouses Limited

Milton On

Worked: Summer 2012, Winter 2012, Spring 2013-2014

Apr 2012 - May 2014
Team & coworkers

Colleagues at Carta

Other employees you can reach at carta.com. View company contacts for 866 employees →

JB Jesse Baer-Hennig Jesse Baer-Hennig Colleague at CartaGreater Toronto Area, Canada View → RS Ricky S Ricky S Colleague at CartaBangalore Urban, Karnataka, India View → DB Daniel Bigatello Daniel Bigatello Colleague at CartaRio De Janeiro, Brazil View → KN Karan Nagar Karan Nagar Colleague at CartaCanada View → RK Rohit Krishna Rohit Krishna Colleague at CartaNorth York, Ontario, Canada View → MH Maria Helena Perensin Maria Helena Perensin Colleague at CartaRio De Janeiro, Brazil View → AS Alec Sabin Alec Sabin Colleague at CartaSan Francisco, California, United States View → NG Nyayongah Gony Nyayongah Gony Colleague at CartaMenlo Park, California, United States View → KM Katherine Maerling Katherine Maerling Colleague at CartaTrenton, New Jersey, United States View → AM Andrea Miranda Andrea Miranda Colleague at CartaGreater Toronto Area, Canada View →
4 education records

Montaek Kohli, Cfa education

Bachelor’S Degree, Management And Organizational Studies

Western University

Dean's Honour List Western Scholarship of Excellence (2014)

High School, International Business And Technology Program

Gordon Graydon Memorial Secondary School

Ontario Scholar Honors

FAQ

Frequently asked questions about Montaek Kohli, Cfa

Quick answers generated from the profile data available on this page.

What company does Montaek Kohli, Cfa work for?

Montaek Kohli, Cfa works for Carta.

What is Montaek Kohli, Cfa's role at Carta?

Montaek Kohli, Cfa is listed as Strategic Finance at Carta at Carta.

What is Montaek Kohli, Cfa's email address?

AeroLeads has found 1 work email signal at @schneider-electric.com for Montaek Kohli, Cfa at Carta.

Where is Montaek Kohli, Cfa based?

Montaek Kohli, Cfa is based in United States while working with Carta.

What companies has Montaek Kohli, Cfa worked for?

Montaek Kohli, Cfa has worked for Carta, Bicameral Ventures, Mlg Blockchain Consulting, Rbc, and Rbc Investor & Treasury Services.

Who are Montaek Kohli, Cfa's colleagues at Carta?

Montaek Kohli, Cfa's colleagues at Carta include Jesse Baer-Hennig, Ricky S, Daniel Bigatello, Karan Nagar, and Rohit Krishna.

How can I contact Montaek Kohli, Cfa?

You can use AeroLeads to view verified contact signals for Montaek Kohli, Cfa at Carta, including work email, phone, and LinkedIn data when available.

What schools did Montaek Kohli, Cfa attend?

Montaek Kohli, Cfa holds Msc, Business Analytics from Ivey Business School At Western University.

What skills is Montaek Kohli, Cfa known for?

Montaek Kohli, Cfa is listed with skills including Public Speaking, Time Management, Teamwork, Microsoft Excel, Microsoft Office, Valuation, Leadership, and Social Media.

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