Kendall Cluff, Cep
About Kendall Cluff, Cep
Kendall Cluff is a Technical Account Manager at Carta, specializing in advising private companies on equity plans and stock compensation. He holds a Bachelor of Science in Accounting from the University of Utah and is a Certified Equity Professional.
Work at Carta
Kendall Cluff serves as a Technical Account Manager at Carta, a role he has held since 2018. In this position, he provides specialized expertise to public and private companies regarding market execution and insider pre-clearance. His responsibilities include advising on equity plans, stock compensation expenses, and guiding clients through Employee Stock Purchase Plans and 10b5-1 trading plans. Cluff is also involved in equity event modeling for private companies, utilizing the Carta platform to facilitate these processes.
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 educational background provides a strong foundation for his work in finance and equity management. In addition to his degree, Cluff achieved the Certified Equity Professional (CEP) certification in June 2019, further enhancing his expertise in equity compensation and related financial matters.
Background
Kendall Cluff is based in Salt Lake City, Utah, United States. He has accumulated significant experience in the field of equity management, particularly in advising private companies. His background includes extensive discussions on 409a valuations and tender offers, which are critical aspects of equity compensation and corporate finance.
Achievements
Kendall Cluff's professional achievements include obtaining the Certified Equity Professional (CEP) certification in June 2019. This certification reflects his commitment to maintaining a high level of knowledge and professionalism in the field of equity compensation. His role at Carta has allowed him to contribute to the financial strategies of various companies, particularly in the areas of equity plans and stock compensation.