Kody Adams, CEP

Member Board of Directors at Jordan Federal Credit Union
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Contact Information
us****@****om
(386) 825-5501
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5.0

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Samuel Houston

Kody is a skilled professional. Always willing to help others even when he does so on his own time. With regards to Equity Compensation and Equity Edge Kody is an expert. His experience with multiple different companies and equity plans makes him extremely valuable to any organization.

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Experience

  • Jordan Federal Credit Union
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Member Board of Directors
      • Mar 2022 - Present

  • Domo
    • American Fork, Utah, United States
    • Director, Stockholder Services
      • Jun 2020 - Present

  • SoFi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Stock Plan Administrator
      • Feb 2019 - Jun 2020

      I oversee and run SoFi's equity plans. I handle the day-to-day processes, reconciliations and all employee questions and trainings. I oversee and run SoFi's equity plans. I handle the day-to-day processes, reconciliations and all employee questions and trainings.

  • Qualtrics
    • United States
    • Software Development
    • 700 & Above Employee
    • Stock Plan Administrator
      • Aug 2018 - Feb 2019

      While at Qualtrics, I have been able to bring our equity plans to a point where we are ready to go public. I developed company wide training on all equity vehicles including RSUs, RSA, Stock Options (both ISO and NQ) as well as Insider Trading and Anti-Fraud. I run the day to day administration of all Qualtrics equity from our founders to investors to individual employees. While at Qualtrics, I have been able to bring our equity plans to a point where we are ready to go public. I developed company wide training on all equity vehicles including RSUs, RSA, Stock Options (both ISO and NQ) as well as Insider Trading and Anti-Fraud. I run the day to day administration of all Qualtrics equity from our founders to investors to individual employees.

  • Sallie Mae
    • United States
    • Financial Services
    • 700 & Above Employee
    • Equity Plan Manager
      • Jul 2016 - Aug 2018

      I oversee and manage the administration of Sallie Mae's Equity Compensation Plans. Administration includes granting and vesting of equity vehicles, Section 16b Insider Reporting tracking and reporting, ESPP administration, Proxy preparation etc. I oversee and manage the administration of Sallie Mae's Equity Compensation Plans. Administration includes granting and vesting of equity vehicles, Section 16b Insider Reporting tracking and reporting, ESPP administration, Proxy preparation etc.

  • E*TRADE from Morgan Stanley
    • Financial Services
    • 700 & Above Employee
    • Sr. Service Manager
      • Feb 2007 - Jul 2016

Education

  • The University of Alabama
    Bachelor of Business Administration (B.B.A.), Commerce and Business Administration
    2014 - 2016
  • Salt Lake Community College
    Associates of Science, Economics
    2012 - 2014
  • Santa Clara University Leavey School of Business
    Certification, Certified Equity Professional
    2008 - 2009

Community

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