Nicholas J. Garrett Email & Phone Number

Seattle, Washington, United States

Oversee analysis of privately-held companies and securities.Contribute to refinement of Carta ASC 820 valuation service.Generate valuation specific learning and development content.Provide real-time feedback to and mentor analysts.Build, maintain, and enhance relationships with large, late stage companies.Advise companies on Qualified Small Business (QSB) status. Interface with customer management teams to understand value drivers across various industries.Manage multiple projects and deadlines simultaneously.Collaborate with team members to share information and insights.Perform research on companies, industries, and markets.Identify, reproduce, and document bugs for the product and engineering teams.Assist with product development by testing new features and bug fixes as well as surfacing customer feedback.

Seattle, Wa

Performed independent appraisals of fair market value (FMV) of private company’s common stock for IRC 409A compliance. Developed fundamental technical understanding of Market Approach, Income Approach, Asset Approach, discounted cash flow (DCF), and probability weighted expected return (PWERM) methodologies.Collaborated with Senior Valuations Technical Managers to develop and refine Carta 409A policy.Founded Carta Valuations Advisors team focused on client education, service, and satisfaction regarding 409A valuations support. Improved efficiency of Carta 409A valuations delivery, scaled customer service and audit support.

San Francisco Bay Area

West coast regional account executive supporting Investment Managers, Hedge Funds, Government Agencies, Private Equity/Venture Capital and Family Offices in San Francisco, Orange County, and Los Angeles territories. Managed client relationships and generated new business opportunities, supporting portfolio managers, research & risk analysts, and traders. Identified prospects and increased Bloomberg Terminal adoption across 871 individual users and 339 accounts.Traveled extensively across assigned territories mobilizing resources and organizing agendas for clients and prospects.Collaborated directly with engineering on multi-asset Portfolio Risk & Analytics (PORT ) product as West Coast Sales PORT Advocate. Developed and analyzed business plans for sales teams to lead effective product initiatives.Acted as liaison between clients, internal colleagues, and external fund administrators, custodians, and various index vendors to ensure accurate reporting, benchmarking, and portfolio performance evaluation.

San Francisco Bay Area

Equity Advanced Specialist; Equity Derivatives Specialist; Portfolio & Risk Analytics Specialist. Developed detail oriented ability to critically think, problem solve, and perform under pressure providing real-time analytical support and training to Bloomberg’s 320,000+ clients via chat, phone calls, and virtual demos.Exhaustive internal training to increase financial literacy of Fixed Income, Equity, Derivatives, and Alternatives.Primary focus on equity and idea generation tools, specifically backtesting, factor analysis, and portfolio optimization. Strong emphasis on Excel automating processes through Bloomberg’s desktop API, Pivot Tables, and VBA macros to support client spreadsheet models with large data sets nourished from Terminal.

Seattle, Wa

• Led on-campus sales demonstrations for 500+ students and parents throughout the summer• Generated and executed marketing events with Apple’s Account Team & management at the University of Washington’s U-Bookstore Tech Center• Planned and developed iPad and MacBook Air sales objectives with corporate headquarters on a bi-weekly basis via webcam• Attended Sales & Marketing/Technology training at Apple headquarters in Cupertino, CA

Bachelor'S Degree, Finance & Entrepreneurship; Minor In Music

Education record

Steinhardt School of Culture, Education, and Human Development summer music program.

Education record

Activities and Societies: Future Business Leaders of America Vice-President, National Honors Society, Environmental Club, Music Club, Film.