Judd F.
ECA // Equity Admin Guru // Customer Advocate // Fintech Intrapreneur
- Role
- Sr Account Manager, Private Equity at Carta
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Judd F.
I\'m an equity admin consultant, helping CEOs, CFOs, law firms, and HR admins navigate their cap table management software through admin & employee training, deep equity expertise, and maximizing software efficiency.
Experience
Sr Account Manager, Private Equity
Jan 2024 — Present · Los Angeles, CA, US
I help CEOs, CFOs, Controllers and legal admins to facilitate their equity programs by leveraging equity admin software. Carta software helps ensure compliance with local and global regulations.As a product expert I demo and train admins on using ASC 718 expensing tools, issuing various equity types, processing terminations, distributing K1 documents, sending 83(b) elections and other cap table management tasks. I am a customer advocate. I leverage client feedback to create a better product and ultimately create more owners in the world.
Education
Brigham Young University
Bachelor of Arts - BA, Political Sciene: Research and Analysis, Double Minor: Business & Statistics
Weber State University
Business Administration and Management, General
Skills
- Leadership
- Time Management
- Property Management
- Customer Service
- Microsoft Office
- Sales
- Finance
- Public Speaking
- Microsoft Excel
- Microsoft Word
- Microsoft Powerpoint
- Marketing
- Management
- Bookkeeping
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