Brian Allen in

Brian Allen

Critic · DISC type C
SVP, Accounting & Finance Operations at Carta
📍 Salt Lake City Metropolitan Area, United States

Brian Allen is the SVP of Accounting & Finance Operations at Carta, where he helps build the future of equity management. He has a history of progressive leadership, moving from Corporate Controller to SVP. People who have worked with him describe him as dedicated with great attention to detail.

Outside of his professional role, Brian is deeply connected to the Utah community. He actively promotes the states growing tech scene and maintains strong ties to local institutions, including Brigham Young University and The Church of Jesus Christ of Latter-day Saints.

He is passionate about growing the SaaS and tech industry specifically within his home state of Utah.

Read the full overview →
Experience
23 Years
Current Role
SVP, Accounting & Finance Operations
Job Level
Leadership
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

How Brian shows up

Negotiator
Precise
Critic

They like to do things independently and don’t look for support from others. Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Brian cares about

Equity Management
His role at Carta is centered on building the future of equity management and private market liquidity for companies.
Operational Best Practices
Co-hosted a virtual event in March 2024 to share strategies and learnings on managing the audit and tax season process.
+5 more topics Login to view topics
Career

Work history

3-2022
SVP, Accounting & Finance Operations
Carta
5-2019 - 3-2022
Vice President, Corporate Controller
Carta
4-2018 - 5-2019
Corporate Controller
Carta
4-2017 - 3-2018
Vice President Finance
Workfront
7-2016 - 4-2017
Corporate Controller
Workfront
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2004 - 2006
Masters
Utah State University
2000 - 2004
BS
Brigham Young University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other Carta Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Brian. Free, 10 seconds.