Accelerate Your Equity's Potential

Grace Segui began her journey in Equity Compensation in 2003 on the front lines of customer service, guiding individuals through stock option exercises and trade execution. Her hands-on experience grew as she joined the training team, where she helped educate others on the complexities of equity plans. By 2007, she stepped into the role of Client Service Manager, deepening her expertise and sharpening her client-focused approach.

In the next chapter of her career, she transitioned to the issuer side, serving as Stock Plan Administrator at Activision Blizzard for seven years, gaining invaluable insight into the internal mechanics of plan management at a dynamic, high-growth company. Now in her third decade in Equity Compensation, Grace serves as a Consulting Director at AEP, partnering with clients to design, optimize, and elevate their equity programs with both strategic insight and practical experience.

Kaelynn went to school at the University of Utah for Chemical Engineering but found she was more passionate about Finance. She has 7 years of experience in the finance industry, 6 of which have been dedicated to equity compensation. Her career began at E*Trade in Customer Service before transitioning into an Equity Compensation Customer Success Manager role.

Most recently, she spent over 3 years as the Senior Stock Administrator at Veeva Systems. Her specialties at Veeva included grant issuances, international tax filings, Form 4 filings, and payroll reporting. She was also heavily involved with RSU releases and daily transaction processing. Kaelynn consistently prioritizes organization and accuracy. At her time with Veeva, she created and managed workflows to streamline and enhance operational efficiency.

Originally from Indiana, Kaelynn has called Utah home since 2011 and is currently based in Saratoga Springs. Her passions include gardening, watching sports, and most of all, traveling. Every country she travels to becomes a new favorite, but Belgium and Japan will forever remain the closest to her heart.

Samantha Lopeman is a Certified Equity Professional (CEP) with over 12 years of experience in leading equity programs with publicly traded companies. She brings with her a strong track record of managing complex global equity programs, building and scaling high-performing plans and driving process automation and operational efficiency.

Throughout her career, Samantha has worked with organizations ranging from emerging tech companies to Fortune 100 enterprises, bringing deep knowledge of equity compensation, regulatory compliance, and international tax. She is passionate about bridging the gap between complex financial instruments and the people they impact.

In addition, Samantha has served as an industry mentor and speaker, committed to advancing equity education and professional development across the field.

Outside of work, you can find her with her nose in a book or exploring new destinations with her family. They have visited over 11 different countries and have more on their bucket list! She lives in Phoenix with her spouse, children, and their beloved dogs — who are always ready for the next adventure.

Josh Ludlow is an equity compensation consultant with a background in scaling and automating stock plan administration for both high-growth startups and established private companies. After several years in the industry, he joined Accelerated Equity Plans in 2024, where he helps clients implement streamlined, compliant, and people-friendly equity programs.

Prior to consulting, Josh held in-house roles supporting equity and compensation functions, giving him a practical, end-to-end understanding of equity lifecycle management. He enjoys solving complex equity puzzles and partnering with clients to make stock plans work better for everyone involved.

Outside of work, Josh is a proud dad to a toddler and welcomed their 2nd baby in June of 2025. When he’s not decoding RSUs and ESPPs, he’s focused on family life, finding time for golf and basketball, and occasionally losing sleep over Utah Jazz scores.

With over 12 years of experience in legal/litigation services industry, Cam has worked in various roles supporting clients, managing production teams, and ensuring exceptional service delivery and throughout his career, he has developed a passion for process improvement, client relationships, and bridging the gap between operational efficiency and client satisfaction.

Now, as a Client Consultant, he is looking forward to bringing the same level of dedication, precision, and client-centered mindset to AEP!

When free time allows, you can find Cam at a concert, cheering for his favorite sports teams, or spending time with his wife and dog - music, sports, and family time keep him grounded and inspired.