Brenna Lutz

Brenna Lutz is an experienced professional in financial analysis and project management, currently serving as an Implementations Project Manager at Carta since May 2022. In this role, Brenna manages onboarding processes for new clients, ensuring effective communication between sales and Investor Services. Prior to Carta, Brenna worked at ClickUp as a Financial Analyst, where responsibilities included budget management and headcount reporting, and at Intermountain Healthcare, leading financial oversight for a $11 million capital projects budget. Brenna's earlier experience includes roles at First Western Advisors and Varo Money Inc., focusing on process improvement and customer support, as well as a foundation in operations at The Cheesecake Factory. Brenna holds a Bachelor of Arts degree in Finance from Utah Valley University.