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Montaek Kohli, Cfa Email & Phone Number

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

Contact Signals · 1 work email

Work email m****@schneider-electric.com
LinkedIn Profile matched
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Current company
Role
Strategic Finance at Carta
Location
United States, United States, United States
Company size

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 company with 866 employees, based in United States, United States, 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
68% confidence

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

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
Employees
866
AeroLeads page
9 roles

Montaek Kohli, Cfa work experience

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

Senior Associate, Strategic Finance

Current
Jan 2022 - Present

Associate, Strategic Finance

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.

May 2016 - Aug 2017

Customer Service, Receiving

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 →

4 education records

Montaek Kohli, Cfa education

Bachelor’S Degree, Management And Organizational Studies

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, United States, 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 Marie Lallemand, Jiaru Cao, Bruna Blanco, Jordan Hana Boulter, and Luciane Noronha.

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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