R. MADISON McCABE

North Salt Lake, Utah, Mobile: 801-***-****

Email: adh0h7@r.postjobfree.com

PROFESSIONAL SUMMARY

Possesses a wide variety of skills that provide the necessary experience and understanding to operate in multi-faceted positions. Seeking to apply expertise and experience in the work-field and to take on challenging new roles with a growing team. SKILLS

- Financial Tech - Self-motivated

- Capitalization tables onboarding - Powerful negotiator and management - Organizational skills

- Data input and analysis - MS Office/Excel proficient

- Budgeting and finance - Client assessments

- Superior communication skills

WORK HISTORY

07/2019 to 04/2020 CARTA (EShares)

Onboarding and Implementation Manager – Capitalization Table Implementation and Administration

• Carta Software, SalesForce, MS Excel

• Developed successful working relationships with top legal firms including Orrick, Herrington & Sutcliffe, Latham & Watkins, and Wilson Sonsini

• Interacted with top Board members, C-Suite (CEO, CFO, CTO) personnel, financial personnel, and legal counsel to onboard and implement capitalization tables of client companies

• Guide clients and teams regarding their equity platform and tables

• Assist client companies in managing stock, assets, ownership, and supporting documentation

• Interacted with clients and companies to correctly fulfill capitalization tables

• Participated as an intern mentor

01/2019 to 06/2019 CAPSHARE (now Shareworks by Morgan Stanley) Onboarding Manager – Capitalization Table Implementation and Management

• Industries Enterprise Software, SaaS

• Interface with client companies to accurately implement capitalization tables

• Troubleshoot and guide client companies regarding their ownership platform

• Assist client companies in managing stock and assets 08/2018 to 01/2019 NORTHWESTERN MUTUAL – Salt Lake City, UT Financial Representative

• Provided potential clients with information regarding financial advice and wealth management

• Met with prospective customers in their homes, business and other settings

• Provided feedback and input in weekly sales meetings 12/2017 to 08/2018 BANKERS LIFE – Salt Lake City, UT Insurance Sales Agent

• Life and Accident/Health Producer License

• Provided potential clients with information regarding retirement income, extended care, health expenses and final expenses as well as helping them understand their rights and what plans would best suit their needs

• Met with existing and prospective clients weekly to select appropriate policies

• Met with prospective customers in their homes, business and other settings

• Calculated quotes and educated potential clients on insurance options

• Contributed ideas and offered feedback at weekly sales/training meetings

• Received “Outstanding New Agent” certificate

2017 CELTIC BANK – Salt Lake City, UT

Closing Processor

• Handled small business loan processing and loan closing, nationwide small businesses and commercial loans

• Received loan handling and processing training for small business and commercial loans, as well as asset-based and express loans

• Familiar with Patriot Act conduct and background check conduct on client’s behalf

04/2016 to 06/2017 VENTURECAPITAL.ORG – Salt Lake City, UT Venture Funding Program Associate

• Utilized GUST to evaluate and filter companies seeking accredited investment and selected those appropriate for investment

• Managed and executed the Venturecapital.org Internship program, led interns through weekly Deal Forums

• Conducted the interview process; made decisions on new hires as well as lay- offs Facilitated relationships with entrepreneurs as well as the investment community; evaluated companies for the Economic Development Revolving Loan Fund; assessed deal-flow of companies; served as an investor liaison.

• Mastery of Salesforce to monitor investment applications and generate a

"sizzle score" as well as extensive use of PitchBook Platform database to identify comprehensive M&A, private equity and venture capital activity

• Promoted twice while with company

• Planned and hosted annual large conference and small deal forums in Salt Lake City

• Broad experiences and competencies to add value to the VentureCapital.org efforts

• Adept at managing mentor teams that provided feedback to company presenters 12/2012 to 6/2013 ZIONS BANCORPORATION – Salt Lake City, Utah Capital Markets Intern

• Gained extensive stock and bond trading knowledge as well as municipalities. Analyzed capital market and stock market trends

• Verified data integrity and accuracy

• Performed data entry/data analysis

EDUCATION

08/2010 to 12/2015 Bachelor of Science: Political Science University of Utah - Salt Lake City, UT

• Graduated with a Certificate in Entrepreneurship

• Honors: Dean's List 2014 and 2015

• Awards: Church & State Business Incubator Award

• Entrepreneurship Award 2015

• Member of Sigma Chi Fraternity

VOLUNTEER EXPERIENCE

• Completed over 175+ hours of volunteer experience with multiple organizations

• Erin Mendenhall, Mayoral Campaign, Salt Lake City, Utah

• Utah Food Bank

• Good Samaritan Program

• The Leonardo Museum

• Community outdoor clean-up program

SKILLS AND ACTIVITIES

• I have business, entrepreneurial, and fund-raising experience. I am a highly- motivated, friendly, personable, outgoing, and work well with others. I work very well under stress. I am athletic and an enthusiastic outdoorsman.

• Skiing, hiking, outdoor activities

• Judge High School Debate Team 2007 to 2008, Honors Chemistry 2008, Classical Latin Club 2008 to 2010, Latin Awards, Received Sonny Tangaro Award for most inspirational high school skier 2008

• Judge High School Golf Team 2006 to 2010, Varsity Golf Team 2009 to 2010, Varsity Golf Letter 2009 to 2010, Lacrosse 2009, Judge High School Ski Club 2008 to 2010

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