Judd F.
About Judd F.
Judd F. is a Senior Customer Success Manager at Carta, where he specializes in compliance and training clients on equity management. He holds a Bachelor of Arts in Political Science with minors in Business and Statistics from Brigham Young University.
Work at Carta
Judd F. currently serves as a Senior Customer Success Manager at Carta, a position he has held since 2024. His responsibilities include providing expertise in compliance with local and global regulations through Carta software. Prior to this role, he worked in various capacities at Carta, including as a Customer Success Manager for Private Equity from 2021 to 2024, and as an Implementation Project Manager for both Enterprise and SMB segments. His experience at Carta spans several years and includes conducting demos and training sessions for legal admins on equity program facilitation.
Education and Expertise
Judd F. earned a Bachelor of Arts in Political Science with a focus on Research and Analysis, along with double minors in Business and Statistics from Brigham Young University, where he studied from 2016 to 2019. He also attended Weber State University, studying Business Administration and Management from 2015 to 2016. His educational background provides him with a strong foundation in analytical skills and business principles, which he applies in his current role.
Background
Before joining Carta, Judd F. gained diverse experience in various roles. He worked at Ovation as a Content Marketing and Sales Research professional for three months in 2018. Additionally, he served as a Leasing Tech at RESE Property Management LLC for ten months in 2016 and 2017. His experience also includes a position as an Associate Financial Representative at Northwestern Mutual in 2017, where he worked for four months.
Achievements
Throughout his career, Judd F. has focused on enhancing client experiences and product offerings. He specializes in training clients on ASC 718 expensing tools and various equity management tasks. He utilizes client feedback to improve services and increase ownership opportunities, demonstrating his commitment to customer success and compliance within the equity management sector.