A full range of short-term and long-term plan administration coverage as well as permanent placement options
B.J. - Stock Plan Administrator - Senior Stock Plan Administrator and Certified Equity Professional with over 20 years of experience in Equity Compensation. Has extensive experience in multiple stock plan administration platforms, a human resources background with strong knowledge in finance/accounting and very strong analytical abilities. Experienced in data analysis as it relates to equity compensation. Able to prepare reporting for various departments and file SEC Forms 3, 4 and 5. Well versed in helping global clients. Systems Knowledge: Equity Edge Online, Fidelity, BAML, Charles Schwab
F.R. - Stock Plan Administrator/ Client Manager - Strong leader with extensive experience in client facing roles leading project coordination, process improvements, and managing operations. Documented strong capabilities for handling multiple projects simultaneously, meeting tight deadlines and working in a fast-paced professional environment. History of leveraging exceptional value from business relationships through expert negotiation and communication skills. Thrive in both independent and collaborative work environments. Consensus-driven communicator with significant accomplishments in liaising across various businesses and promoting organizational success. Systems Knowledge includes: Fidelity and Equity Edge Online
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