A full range of short-term and long-term plan administration coverage as well as permanent placement options
C.K. - Stock Plan Administrator/Customer Service Manager - Accomplished stock plan professional with more than twenty years of experience in full administration of equity plans. Proven ability from pre-IPO to mature plan administration, including key areas of expertise: Implementation and maintenance of various equity admin platforms and developing and deploying education and training programs and taxation for equity compensation, restricted stock, options, ESPPs and reporting. Systems Knowledge: Equity Edge Online, Certent
W.T. - Stock Plan Administrator/Consultant - Seasoned Stock Plan Administrator who specializes in managing equity compensation plans for pre and post IPO companies. Experienced in maintaining stock option plan and ESPP at large companies with international employees and has excellent communication and organization skills. Systems experience includes: Equity Edge Online, MS Access and MS Excel.
W.S. - Senior Equity Consultant- Talented Equity Compensation professional with management and global experience and expertise in day to day administration including daily exercising processing, termination records, RSUs, NQs, ISO, and ESPP Plan management. Developed global and domestic ESPP education and streamlined equity compensation processes at past clients. Works in collaboration with payroll, tax, and accounting departments to meet business goals and developed/implemented procedures to better enable efficiency, accuracy, and timeliness of processing. Software knowledge includes: BAML, Charles Schwab, Fidelity
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