Kendall Cluff
About Kendall Cluff
Kendall Cluff is a Technical Account Manager at Carta, specializing in Employee Stock Purchase Plans and 10b5-1 trading plans for public companies. With a background in equity compensation and experience in various roles at Carta, he provides guidance on complex equity topics and assists companies in market execution.
Work at Carta
Kendall Cluff has held multiple positions at Carta, contributing to the company's focus on equity management solutions. He began his tenure as a Support Analyst for Private Markets from 2018 to 2019, where he supported clients in navigating equity topics. He then transitioned to the role of Sr. Support Analyst - Public Markets from 2019 to 2020, providing advanced support to public companies. Following this, he served as a Customer Success Manager from 2020 to 2021, enhancing client relationships and ensuring successful service delivery. Since 2021, he has been working as a Technical Account Manager, where he provides guidance on Employee Stock Purchase Plans and 10b5-1 trading plans.
Education and Expertise
Kendall Cluff studied at the University of Utah, where he earned a Bachelor of Science in Accounting from 2015 to 2017. His academic background laid the foundation for his career in equity compensation and financial services. He further demonstrated his expertise by achieving the Certified Equity Professional (CEP) designation in June 2019, which highlights his knowledge in equity compensation practices and regulations.
Background
Kendall Cluff has extensive experience in discussing complex equity topics, including ASC 718 and 409a valuations, particularly with private companies. His role as a Technical Account Manager involves assisting public companies in understanding market execution and insider pre-clearance processes. This background equips him to navigate the intricacies of equity compensation and provide valuable insights to clients.
Professional Development
Kendall Cluff actively expands his knowledge base to align with Carta's growing service lines. This commitment to professional development ensures that he remains informed about the latest trends and regulations in equity compensation, allowing him to provide accurate and relevant guidance to his clients.