Objective
Results-driven Certified Equity Professional (CEP) committed to optimizing employee equity experiences and streamlining equity data management processes. Utilizing my attention to detail, strong understanding of stock plan administration fundamentals, and strong technical skills, I aim to drive efficiency and accuracy while ensuring seamless equity administration for employees and stakeholders.
Experience
| August 2023 – Current Equity Manager Better Home & Finance At Better, I oversee the management of the stock plan and equity issuance for employees and contractors. Notably, I helped Better with their equity plan data conversion and migration from a private to a public company after it’s deSPAC. In this process, I have gained extensive familiarity with Carta, UBS Plan Admin Pro, and Computershare. In addition to my core responsibilities, which include processing RSU vestings, facilitating ISO/NSO exercises, managing new grant setups, and handling termination-related cancellations, I have spearheaded various audits. These audits have resulted in identifying and rectifying award issues, leading to substantial savings for the company, both in terms of cash and shares within the plan, totaling hundreds of thousands of dollars. Collaboration is critical to this role. I frequently interact with our Accounting and Finance teams to assist with reporting and researching questions related to financial reporting. I interface with our Legal team providing data for numerous legal filings including Form 4, S-8, and 10-K. I work with our People team to ensure new hires get their grants setup and terminated employees have their awards handled properly. I provide daily assistance to employees, ensuring they understand the value of their stock awards through context and reporting. |
| October 2021 – August 2023 Client Service Manager Charles Schwab | Stock Plan Services In this role, I played a pivotal role in administering and overseeing stock plans for multiple public companies, including those on the Fortune 500 list. Primarily, I interacted with the Stock Plan Administrators within each company via weekly calls and collaborated with Client Service Administrators on my team. Management and administration tasks included ensuring accurate tax application for Stock Option Exercises and Restricted Stock settlements, setting up new awards, managing Employee Stock Purchase Plans (ESPPs), and the settlement of shares and cash upon vesting or exercise, all within the EquiView platform that I am an expert with. My engagements spanned across companies with global operations. My contributions were acknowledged with an Ownership in Action award for my participation on our Resource Guide Committee, where I documented processes for our team reflecting my dedication to fostering knowledge sharing. |
| June 2018 – October 2021 Service Desk Supervisor Arapahoe County Government During my time at Arapahoe County Government, I supervised a team of four that provided comprehensive Information Technology support to Arapahoe County Government employees. Key projects I took the lead on include launching a new security management program, defining processes for a new data backup system in the county, setting up automatic employee onboarding and offboarding, and several projects related to improving services at the Service Desk as improving the employee experience was my primary goal. |
| January 2017 – June 2018 Level 2 Technical Support FRONTSTEPS During my time at FRONTSTEPS, I demonstrated my value as a proactive team member, earning me rapid promotion. While working in technical support, one of my key contributions was that I created professional documentation for both our internal Knowledge Base and documentation that was sent to our customer base. In recognition of my dedication and capabilities, I was promoted to the newly established Level 2 team. On this newly created team, I helped develop the processes of the team and worked directly with the developers of our product on improvements, changes, and fixes. Our primary focus was prioritizing new requests, bug fixes, and changes. I received the 2017 Annual FRONTSTEPS Core Values Award for my contributions to the company. |
| July 2010 – January 2017 Computer Services Specialist Valdosta State University During my time at Valdosta State University, I managed the IT Service Desk, which eventually became the VSU Solutions Center, with two full-time staff members and seventeen part-time employees reporting to me. The VSU Solutions Center provides phone, email, and walk-in support to the campus prospective and current students, staff, and faculty for IT, Admissions, and Welcome Center inquiries. In my position, I valued interdepartmental interactions and constantly worked with key stakeholders. I was nominated for an employee of the semester award and won the Chancellor’s Service Excellence Gold Award demonstrating my commitment to excellence. |
Certifications
| June 2023 Certified Equity Professional (CEP) Certified Equity Professional Institute June 2022 Equity Compensation Analyst (ECA) Certified Equity Professional Institute |
Stock Plan Administration
- Strong understanding of different types of options and restricted stock including tax implications
- Performance awards
- Understand differences between qualified and non-qualified awards
- Employee Stock Purchase Programs
- Early Exercise and Repurchases
- Award cancellations and accelerations
- Settlement process
- Corporate and Securities Law
- Stock plan documents
- Accounting for equity awards
- Platforms including UBS Plan Admin Pro, EquiView, Carta, and Computershare
- HRIS platforms including SAP and Workday
Skills
- Developing reports
- Conducting meetings
- Proficient with Microsoft Office Suite
- Strong organization and multi-tasking skills
- High attention to detail
- Years of experience in scheduling
- Ownership of work
- Quick learner
- Strong management skills
- Self-driven and motivated
- Excellent writing and speaking skills
- Professional demeanor and attitude
- Strong work-ethic
- Adaptable to organization culture
Education
| Business Management Information Systems Southern New Hampshire University October 2021 |
References
References are available on request.