Stock & Option Solutions
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Stock & Option Solutions Employees
Employee
Years
Job
Industry
Gilbert Szeto Gilbert Szeto's Stock & Option Solutions Experience July 2014 - December 2014
Job Equity Management at Armanino LLP
Industry Financial Services
Experience
Armanino LLP July 2015 - Present
Kranz & Associates January 2015 - August 2015
Stock & Option Solutions July 2014 - December 2014
Jawbone July 2014 - December 2014
CONCERT Global Group Ltd. August 2013 - July 2014
OptionEase, Inc. July 2010 - July 2013
OptionEase, Inc. November 2009 - July 2010
Stock & Option Solutions 2005 - 2009
Countrywide 2004 - 2006
AIG 1998 - 2000
Skills
Business Strategy, SaaS, Relationship Management, Executive Pay, Business Development, Strategic Planning, Mergers & Acquisitions, Mergers, Account Management, Financial Services, Social Media Marketing, Product Management, Equities, Start-ups, Benefits Administration, Enterprise Software, Customer Service, Team Building, Contract Negotiation, CRM, Human Resources, Process Improvement, Securities, Accounting, Project Management, New Business Development, Analysis, Management Consulting, Business Planning, Risk Management, Sales Management, Salesforce.com, Business Intelligence, Small Business, Team Management, Marketing Strategy, Investments, Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Economics
Armanino LLP July 2015 - Present
Kranz & Associates January 2015 - August 2015
Stock & Option Solutions July 2014 - December 2014
Jawbone July 2014 - December 2014
CONCERT Global Group Ltd. August 2013 - July 2014
OptionEase, Inc. July 2010 - July 2013
OptionEase, Inc. November 2009 - July 2010
Stock & Option Solutions 2005 - 2009
Countrywide 2004 - 2006
AIG 1998 - 2000
Skills
Business Strategy, SaaS, Relationship Management, Executive Pay, Business Development, Strategic Planning, Mergers & Acquisitions, Mergers, Account Management, Financial Services, Social Media Marketing, Product Management, Equities, Start-ups, Benefits Administration, Enterprise Software, Customer Service, Team Building, Contract Negotiation, CRM, Human Resources, Process Improvement, Securities, Accounting, Project Management, New Business Development, Analysis, Management Consulting, Business Planning, Risk Management, Sales Management, Salesforce.com, Business Intelligence, Small Business, Team Management, Marketing Strategy, Investments, Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Economics
Edi Abbott, CEP Edi Abbott, CEP's Stock & Option Solutions Experience September 2006 - March 2008
Job Experienced Equity Comp Professional
Industry Financial Services
Experience
EquityComp Associates (ECa) May 2008 - Present
Stock & Option Solutions September 2006 - March 2008
E*TRADE Financial 2005 - 2006
CCH Corporation 2003 - 2005
Transcentive June 1999 - October 2001
Transcentive January 1996 - June 1999
Skills
Training & Development, Employee Communications, Financial Reporting, Client Liaison, Internal Communications, Options, E-Learning, Strategic Planning, Process Improvement, Analysis, Contract Negotiation, Project Management, Data Analysis, Public Speaking, Software Implementation, Employee Training, Training, Program Management, Equities, Management
Education
University of Vermont 1974 — 1976
M.Ed, Education
Rochester Institute of Technology 1967 — 1971
B.S., Marketing, Business Admin
EquityComp Associates (ECa) May 2008 - Present
Stock & Option Solutions September 2006 - March 2008
E*TRADE Financial 2005 - 2006
CCH Corporation 2003 - 2005
Transcentive June 1999 - October 2001
Transcentive January 1996 - June 1999
Skills
Training & Development, Employee Communications, Financial Reporting, Client Liaison, Internal Communications, Options, E-Learning, Strategic Planning, Process Improvement, Analysis, Contract Negotiation, Project Management, Data Analysis, Public Speaking, Software Implementation, Employee Training, Training, Program Management, Equities, Management
Education
University of Vermont 1974 — 1976
M.Ed, Education
Rochester Institute of Technology 1967 — 1971
B.S., Marketing, Business Admin
Misty Fredrickson Misty Fredrickson's Stock & Option Solutions Experience August 2010 - February 2013
Job Sales and Marketing Coordinator at CompIntelligence
Industry Financial Services
Experience
CompIntelligence February 2013 - Present
Stock & Option Solutions August 2010 - February 2013
Education
North Dakota State University 1997 — 1998
Bachelor of Science (BS), Arts, Humanities and Social Sciences
South Dakota State University 1994 — 1997
CompIntelligence February 2013 - Present
Stock & Option Solutions August 2010 - February 2013
Education
North Dakota State University 1997 — 1998
Bachelor of Science (BS), Arts, Humanities and Social Sciences
South Dakota State University 1994 — 1997
Victoria Tarnutzer Victoria Tarnutzer's Stock & Option Solutions Experience 2002 - 2002
Job SAHM/CEO, Tarnutzer & Co.
Industry Consumer Services
Experience
th@t girl friday January 2012 - May 2013
Genica Corporation 2012 - 2013
Sonic Solutions October 2010 - May 2011
DivX October 2006 - May 2011
Fetch! Pet Care July 2005 - February 2009
Sock & Options Solutions 2002 - 2003
Retek September 1998 - May 2002
Stock & Option Solutions 2002 - 2002
Skills
Incentive Programs, Management, Equities, Strategic Planning, Start-ups, Mergers, Vendor Management, Project Management, Program Management, Human Resources, Leadership, Executive Management, Benefits Administration, Process Improvement, Mergers & Acquisitions, Product Marketing, CRM, Employee Benefits, Product Management, Cross-functional Team...
Education
University of Phoenix 2002 — 2004
BS, Business Management
th@t girl friday January 2012 - May 2013
Genica Corporation 2012 - 2013
Sonic Solutions October 2010 - May 2011
DivX October 2006 - May 2011
Fetch! Pet Care July 2005 - February 2009
Sock & Options Solutions 2002 - 2003
Retek September 1998 - May 2002
Stock & Option Solutions 2002 - 2002
Skills
Incentive Programs, Management, Equities, Strategic Planning, Start-ups, Mergers, Vendor Management, Project Management, Program Management, Human Resources, Leadership, Executive Management, Benefits Administration, Process Improvement, Mergers & Acquisitions, Product Marketing, CRM, Employee Benefits, Product Management, Cross-functional Team...
Education
University of Phoenix 2002 — 2004
BS, Business Management
Srinivas Kalakoti Srinivas Kalakoti's Stock & Option Solutions Experience September 2012 - Present
Job Director & Architect
Industry Financial Services
Experience
Stock & Option Solutions September 2012 - Present
Stock & Option Solutions July 2006 - September 2012
Infosys July 2005 - July 2006
Infosys Technologies Ltd July 2000 - July 2005
Churchill Software Services March 1999 - July 2000
Skills
Vendor Management, Product Management, Software Project..., Cross-functional Team..., Program Management, SaaS, Agile Project Management, Business Process..., Business Analysis, Strategic Influence, Technical Architecture, Solution Architecture, Data Modeling, Database Design, Data Analysis, Data Integration, Systems Analysis, Pre-sales, Website Design and..., ASP.NET, Microsoft SQL Server, Oracle PL/SQL..., Microsoft Access, Excel Macros, Crystal Reports, Equity Edge and Equity..., Transcentive, 6039 Statement..., Data Audit and..., Data Migration and..., Broker Interfaces, VBA, Project Management, Agile & Waterfall..., Java, Data Conversion, Disaster Recovery, Server Side Programming, Unix, CSS, JavaScript, Cloud Computing, PL/SQL
Education
Bangalore University 1994 — 1998
BE, Mechanical
Stock & Option Solutions September 2012 - Present
Stock & Option Solutions July 2006 - September 2012
Infosys July 2005 - July 2006
Infosys Technologies Ltd July 2000 - July 2005
Churchill Software Services March 1999 - July 2000
Skills
Vendor Management, Product Management, Software Project..., Cross-functional Team..., Program Management, SaaS, Agile Project Management, Business Process..., Business Analysis, Strategic Influence, Technical Architecture, Solution Architecture, Data Modeling, Database Design, Data Analysis, Data Integration, Systems Analysis, Pre-sales, Website Design and..., ASP.NET, Microsoft SQL Server, Oracle PL/SQL..., Microsoft Access, Excel Macros, Crystal Reports, Equity Edge and Equity..., Transcentive, 6039 Statement..., Data Audit and..., Data Migration and..., Broker Interfaces, VBA, Project Management, Agile & Waterfall..., Java, Data Conversion, Disaster Recovery, Server Side Programming, Unix, CSS, JavaScript, Cloud Computing, PL/SQL
Education
Bangalore University 1994 — 1998
BE, Mechanical
Jane Borneman, CEP Jane Borneman, CEP's Stock & Option Solutions Experience March 2005 - October 2006
Job Sr Mgr, Stock Administration at Qualcomm
Industry Financial Services
Experience
Qualcomm April 2013 - Present
Qualcomm July 2011 - April 2013
Borneman Consulting 2005 - July 2011
Stock & Option Solutions March 2005 - October 2006
Applied Micro Circuits 2000 - 2005
MP3.com January 2000 - December 2000
Gray Cary Ware & Freidenrich May 1997 - December 1999
3Com April 1995 - May 1997
Smith Barney February 1993 - April 1994
Skills
Cross-functional Team..., Executive Pay, System Administration, Equities, Start-ups, Deferred Compensation, Process Improvement, Mergers, Product Management, Mergers & Acquisitions, Strategic Planning, Executive Management, Business Development, Management, Strategic Partnerships, Vendor Management, Competitive Analysis, Employee Benefits, SaaS, Strategy, Product Marketing
Education
University of Georgia - Terry College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.)
Santa Clara University CEPI
Qualcomm April 2013 - Present
Qualcomm July 2011 - April 2013
Borneman Consulting 2005 - July 2011
Stock & Option Solutions March 2005 - October 2006
Applied Micro Circuits 2000 - 2005
MP3.com January 2000 - December 2000
Gray Cary Ware & Freidenrich May 1997 - December 1999
3Com April 1995 - May 1997
Smith Barney February 1993 - April 1994
Skills
Cross-functional Team..., Executive Pay, System Administration, Equities, Start-ups, Deferred Compensation, Process Improvement, Mergers, Product Management, Mergers & Acquisitions, Strategic Planning, Executive Management, Business Development, Management, Strategic Partnerships, Vendor Management, Competitive Analysis, Employee Benefits, SaaS, Strategy, Product Marketing
Education
University of Georgia - Terry College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.)
Santa Clara University CEPI
Justin Docter Justin Docter's Stock & Option Solutions Experience April 2010 - January 2013
Job Vice President at CompIntelligence
Industry Financial Services
Experience
CompIntelligence February 2013 - Present
Stock & Option Solutions April 2010 - January 2013
Stock & Option Solutions September 2009 - June 2010
Stock & Option Solutions July 2008 - September 2009
Stock & Option Solutions September 2007 - July 2008
Skills
Sales Management, Email Marketing, Social Media Marketing, Consultative Selling, Inside Sales, Equity Compensation, Partner Relationship..., Client Relationship..., Equities, Selling, CRM, Business Development, Consulting, SaaS, Product Management, Start-ups, Strategic Partnerships, Partner Management, Strategy, Management, Sales
Education
North Dakota State University 1999 — 2003
Bachelor of Science, Management Information Systems
CompIntelligence February 2013 - Present
Stock & Option Solutions April 2010 - January 2013
Stock & Option Solutions September 2009 - June 2010
Stock & Option Solutions July 2008 - September 2009
Stock & Option Solutions September 2007 - July 2008
Skills
Sales Management, Email Marketing, Social Media Marketing, Consultative Selling, Inside Sales, Equity Compensation, Partner Relationship..., Client Relationship..., Equities, Selling, CRM, Business Development, Consulting, SaaS, Product Management, Start-ups, Strategic Partnerships, Partner Management, Strategy, Management, Sales
Education
North Dakota State University 1999 — 2003
Bachelor of Science, Management Information Systems
Theresa Oatman CEP's Stock & Option Solutions Experience 2000 - 2004
Job Stock Option and Equity Plan Consultant/CEO Stock Connections, Inc.
Industry Financial Services
Experience
Stock Connections Inc. January 2004 - Present
Maxtor September 2004 - November 2006
Stock & Option Solutions 2000 - 2004
PGGR 1991 - 1999
Skills
Start-ups, Auditing, Training, Public Companies, Mergers, Board of Director..., Acquisitions, Restricted Stock, Incentive stock options, Non- Qualified stock..., Employee Stock Purchase..., ESPP, Private Companies, Performance stock, Equity Compensation, Taxation, Target Compani, Employee Education, Equities, Stocks, Employee Stock Options, Tax, Mergers & Acquisitions, Board of Directors, Options, Management, Managerial Finance, IPO, Executive Management, Leadership, Venture Capital, Employee Benefits, Program Management, Small Business, Business, Entrepreneurship, Financial Advisory, Exit Strategies, Financial Services, Finance
Education
Bethel College
BA, Management of Human Resources
Stock Connections Inc. January 2004 - Present
Maxtor September 2004 - November 2006
Stock & Option Solutions 2000 - 2004
PGGR 1991 - 1999
Skills
Start-ups, Auditing, Training, Public Companies, Mergers, Board of Director..., Acquisitions, Restricted Stock, Incentive stock options, Non- Qualified stock..., Employee Stock Purchase..., ESPP, Private Companies, Performance stock, Equity Compensation, Taxation, Target Compani, Employee Education, Equities, Stocks, Employee Stock Options, Tax, Mergers & Acquisitions, Board of Directors, Options, Management, Managerial Finance, IPO, Executive Management, Leadership, Venture Capital, Employee Benefits, Program Management, Small Business, Business, Entrepreneurship, Financial Advisory, Exit Strategies, Financial Services, Finance
Education
Bethel College
BA, Management of Human Resources
Andrea Best, Ph.D. Andrea Best, Ph.D.'s Stock & Option Solutions Experience October 2006 - Present
Job Managing Director, People Solutions at Stock & Option Solutions (We are Hiring!!)
Industry Financial Services
Experience
Stock & Option Solutions October 2006 - Present
U.S. Green Building Council November 2010 - June 2013
Lynn University 2002 - 2006
Integrated Security Systems 2001 - 2002
Kelly Services 1998 - 2001
Skills
Public Speaking, Strategic Planning, Leadership, Training, Non-profits, Research, Analysis, Management, Fundraising, University Teaching, Recruiting, Team Management, Creative Writing, Proposal Writing, Report Writing, Copy Editing, Sales, Stock & Option Solutions, Nonprofits, Sustainable Development, Process Improvement, Sustainability, Data Analysis, Business Development, Organizational..., Start-ups, Project Management, Goal Setting, Human Resources
Education
Everblue 2011 — 2011
Corporate Sustainability Manager Certificate, Sustainability
Green Building Certification Institute 2011 — 2011
LEED Green Associate Credential, Green Building
Florida Atlantic University 2003 — 2010
Ph.D., Comparative Studies, Public Intellectuals Program
University of Miami 2000 — 2002
MFA, Creative Writing
Lynn University 1996 — 2000
BA, English
Stock & Option Solutions October 2006 - Present
U.S. Green Building Council November 2010 - June 2013
Lynn University 2002 - 2006
Integrated Security Systems 2001 - 2002
Kelly Services 1998 - 2001
Skills
Public Speaking, Strategic Planning, Leadership, Training, Non-profits, Research, Analysis, Management, Fundraising, University Teaching, Recruiting, Team Management, Creative Writing, Proposal Writing, Report Writing, Copy Editing, Sales, Stock & Option Solutions, Nonprofits, Sustainable Development, Process Improvement, Sustainability, Data Analysis, Business Development, Organizational..., Start-ups, Project Management, Goal Setting, Human Resources
Education
Everblue 2011 — 2011
Corporate Sustainability Manager Certificate, Sustainability
Green Building Certification Institute 2011 — 2011
LEED Green Associate Credential, Green Building
Florida Atlantic University 2003 — 2010
Ph.D., Comparative Studies, Public Intellectuals Program
University of Miami 2000 — 2002
MFA, Creative Writing
Lynn University 1996 — 2000
BA, English
Kristina Howley Kristina Howley's Stock & Option Solutions Experience 2004 - 2008
Job Principal
Industry Financial Services
Experience
Planmosaic January 2008 - Present
Stock & Option Solutions 2004 - 2008
Smith Barney 2000 - 2004
Education
Long Island University, C.W. Post Campus 1995 — 1998
Accounting, Math, Accounting
Nassau Community College 1995 — 1997
Associates, Accounting
Planmosaic January 2008 - Present
Stock & Option Solutions 2004 - 2008
Smith Barney 2000 - 2004
Education
Long Island University, C.W. Post Campus 1995 — 1998
Accounting, Math, Accounting
Nassau Community College 1995 — 1997
Associates, Accounting
Tara Symlar Tara Symlar's Stock & Option Solutions Experience June 2012 - March 2013
Job Client Service Representative at CHS
Industry Financial Services
Experience
CHS 2013 - Present
Stock & Option Solutions June 2012 - March 2013
UBS Financial Services July 2008 - July 2012
UBS Financial Services March 2007 - July 2008
UBS Financial Services May 2004 - March 2007
Smith Barney September 2002 - May 2004
Mastrapasqua & Associates March 2002 - July 2002
Deutsche Bank September 1998 - March 2002
JC Bradford and Sons January 1997 - September 1998
J.C April 1992 - April 1996
Skills
Leadership, Options, Teaching, Securities, Financial Services, Financial Reporting, Series 7, Management, Data Analysis, Equities, Process Improvement
Education
University of Phoenix 2007 — 2009
Master, Business Administration
Austin Peay State University 1992 — 1996
Bachelor of Business Administration, Concentration Finance
CHS 2013 - Present
Stock & Option Solutions June 2012 - March 2013
UBS Financial Services July 2008 - July 2012
UBS Financial Services March 2007 - July 2008
UBS Financial Services May 2004 - March 2007
Smith Barney September 2002 - May 2004
Mastrapasqua & Associates March 2002 - July 2002
Deutsche Bank September 1998 - March 2002
JC Bradford and Sons January 1997 - September 1998
J.C April 1992 - April 1996
Skills
Leadership, Options, Teaching, Securities, Financial Services, Financial Reporting, Series 7, Management, Data Analysis, Equities, Process Improvement
Education
University of Phoenix 2007 — 2009
Master, Business Administration
Austin Peay State University 1992 — 1996
Bachelor of Business Administration, Concentration Finance
Jennifer Namazi Jennifer Namazi's Stock & Option Solutions Experience May 2005 - September 2011
Job Editorial Director at the NASPP
Industry Financial Services
Experience
NASPP September 2011 - Present
Stock & Option Solutions May 2005 - September 2011
Adaptec April 2002 - May 2005
Broadcom June 1999 - April 2002
Sicor Pharmaceuticals December 1997 - June 1999
Oakley, Inc December 1994 - December 1997
Skills
Executive Pay, Deferred Compensation, Incentive Programs, Mergers & Acquisitions, Equities, Stocks, Restricted Stock, Employee Benefits, Human Resources, Securities, Strategy, HRIS
Education
Brigham Young University
NASPP September 2011 - Present
Stock & Option Solutions May 2005 - September 2011
Adaptec April 2002 - May 2005
Broadcom June 1999 - April 2002
Sicor Pharmaceuticals December 1997 - June 1999
Oakley, Inc December 1994 - December 1997
Skills
Executive Pay, Deferred Compensation, Incentive Programs, Mergers & Acquisitions, Equities, Stocks, Restricted Stock, Employee Benefits, Human Resources, Securities, Strategy, HRIS
Education
Brigham Young University
Jeanine Rojko, CEP's Stock & Option Solutions Experience 2006 - 2007
Job Customer Success | Process Improvement | Cross Functional Team Leader | Employee Education | Problem Solving
Industry
Experience
Adobe 2015 - Present
CompIntelligence 2015 - 2015
Brocade 2007 - 2014
Stock & Option Solutions 2006 - 2007
Proxim Corporation 2005 - 2006
Proxim Corporation 1994 - 2005
Skills
Sarbanes-Oxley Act, Account Reconciliation, SEC filings, Equities, Cross-functional Team..., Equity Edge On-Line, Microsoft Excel, Customer-focused Service, Process Improvement, Management, Mergers & Acquisitions, Analysis, Leadership, Accounting, Vendor Management
Education
California State University-Hayward
Bachelor of Science, Business Administration-Accounting
Adobe 2015 - Present
CompIntelligence 2015 - 2015
Brocade 2007 - 2014
Stock & Option Solutions 2006 - 2007
Proxim Corporation 2005 - 2006
Proxim Corporation 1994 - 2005
Skills
Sarbanes-Oxley Act, Account Reconciliation, SEC filings, Equities, Cross-functional Team..., Equity Edge On-Line, Microsoft Excel, Customer-focused Service, Process Improvement, Management, Mergers & Acquisitions, Analysis, Leadership, Accounting, Vendor Management
Education
California State University-Hayward
Bachelor of Science, Business Administration-Accounting
Christopher Bahue Christopher Bahue's Stock & Option Solutions Experience June 2015 - Present
Job Sales & Marketing Operations Specialist at Stock & Option Solutions
Industry Financial Services
Experience
Stock & Option Solutions June 2015 - Present
Signcraft Architectural Signage May 2005 - June 2015
Telephone Outreach Program September 2010 - March 2012
EcoStruction March 2011 - May 2011
Live Nation April 2010 - September 2010
Skills
Environmental Policy, Sustainable Development, Public Speaking, Cold Calling, Customer Service, Fundraising, Microsoft Office, Sustainability, LEED Accredited, Environmental Studies, Alternative Energy, Solar Power, Organization, Green Building, Team Leadership, Sales Growth, Telephone Skills, Environmental Economics, Great troubleshooting..., Organizational..., Creative Problem Solving, Alternative Fuels, Adaptability, Internet Resources, Networking, Scientific Review, Watershed Management, Creative Solutions, Internet Troubleshooting, Social Media Education
Education
University of California, Santa Cruz 2009 — 2012
Bachelor of Arts (B.A.), Environmental Studies
University of Arizona 2008 — 2009
Entrepreneurship
Archbishop Mitty High School 2004 — 2008
High School Diploma
St. Christopher's
Stock & Option Solutions June 2015 - Present
Signcraft Architectural Signage May 2005 - June 2015
Telephone Outreach Program September 2010 - March 2012
EcoStruction March 2011 - May 2011
Live Nation April 2010 - September 2010
Skills
Environmental Policy, Sustainable Development, Public Speaking, Cold Calling, Customer Service, Fundraising, Microsoft Office, Sustainability, LEED Accredited, Environmental Studies, Alternative Energy, Solar Power, Organization, Green Building, Team Leadership, Sales Growth, Telephone Skills, Environmental Economics, Great troubleshooting..., Organizational..., Creative Problem Solving, Alternative Fuels, Adaptability, Internet Resources, Networking, Scientific Review, Watershed Management, Creative Solutions, Internet Troubleshooting, Social Media Education
Education
University of California, Santa Cruz 2009 — 2012
Bachelor of Arts (B.A.), Environmental Studies
University of Arizona 2008 — 2009
Entrepreneurship
Archbishop Mitty High School 2004 — 2008
High School Diploma
St. Christopher's
Jeff Vines Jeff Vines's Stock & Option Solutions Experience August 2007 - March 2011
Job Owner/Operator at Hammerheadz
Industry Construction
Experience
Hammerheadz Custom Builds LLC March 2011 - Present
Deep Blue Reef June 2002 - Present
Stock & Option Solutions August 2007 - March 2011
Genesco June 2001 - July 2007
Genesco August 1999 - May 2001
Clear Channel Communications July 1998 - November 1999
Best Buy July 1998 - July 1999
Skills
Sales Management, CRM, Management, Partnerships, Recruiting, Grassroots Organizing, Strategic Planning, Business Development, Process Improvement, Contract Negotiation, Account Management, Sales, Training, Sales Operations, Project Management, Selling, Team Building, Marketing, Customer Service
Education
University of Phoenix 2006 — 2007
ASSOCIATES OF ARTS IN BUSINESS, Business, 3.7 GPA
Henderson State University 1995 — 1998
Bachelor of Arts (BA), Instrumental Music Education, 3.4 GPA
Hammerheadz Custom Builds LLC March 2011 - Present
Deep Blue Reef June 2002 - Present
Stock & Option Solutions August 2007 - March 2011
Genesco June 2001 - July 2007
Genesco August 1999 - May 2001
Clear Channel Communications July 1998 - November 1999
Best Buy July 1998 - July 1999
Skills
Sales Management, CRM, Management, Partnerships, Recruiting, Grassroots Organizing, Strategic Planning, Business Development, Process Improvement, Contract Negotiation, Account Management, Sales, Training, Sales Operations, Project Management, Selling, Team Building, Marketing, Customer Service
Education
University of Phoenix 2006 — 2007
ASSOCIATES OF ARTS IN BUSINESS, Business, 3.7 GPA
Henderson State University 1995 — 1998
Bachelor of Arts (BA), Instrumental Music Education, 3.4 GPA
Christine Zwerling Christine Zwerling's Stock & Option Solutions Experience May 2013 - July 2015
Job Senior Equity Compensation Consultant at Stock & Option Solutions
Industry Financial Services
Experience
Twitter July 2015 - Present
Stock & Option Solutions May 2013 - July 2015
Self Employed April 2007 - May 2013
Dolby Laboratories, Inc. June 2005 - April 2007
E*TRADE Financial October 2004 - June 2005
Santa Clara University September 2002 - August 2004
Handspring Inc. September 2001 - September 2002
Ask Jeeves May 1999 - May 2000
Sybase November 1998 - May 1999
TCSI 1995 - 1998
Skills
Equity Compensation, Employee Stock Options, Restricted Stock, Equities, Options, Incentive Programs, Stocks, IPO, Accounting, Mergers & Acquisitions, Human Resources, Employee Benefits, Executive Pay, Management, Securities, Financial Reporting, Start-ups, Training, Process Improvement, Employee Relations
Education
Holy Names University 1997 — 2000
BA
Twitter July 2015 - Present
Stock & Option Solutions May 2013 - July 2015
Self Employed April 2007 - May 2013
Dolby Laboratories, Inc. June 2005 - April 2007
E*TRADE Financial October 2004 - June 2005
Santa Clara University September 2002 - August 2004
Handspring Inc. September 2001 - September 2002
Ask Jeeves May 1999 - May 2000
Sybase November 1998 - May 1999
TCSI 1995 - 1998
Skills
Equity Compensation, Employee Stock Options, Restricted Stock, Equities, Options, Incentive Programs, Stocks, IPO, Accounting, Mergers & Acquisitions, Human Resources, Employee Benefits, Executive Pay, Management, Securities, Financial Reporting, Start-ups, Training, Process Improvement, Employee Relations
Education
Holy Names University 1997 — 2000
BA
Bill Radtke, CEP Bill Radtke, CEP's Stock & Option Solutions Experience February 2001 - May 2002
Job
Industry Financial Services
Experience
UBS Financial Services May 2002 - Present
UBS May 2002 - Present
Stock & Option Solutions February 2001 - May 2002
Solomon Smith Barney 1998 - 2000
Skills
Management, Leadership, Mergers & Acquisitions, Financial Services, Wealth Management, Financial Analysis, Vendor Management, Securities, Process Improvement
Education
Santa Clara University 1993 — 1997
BS, Political Science
Jesuit High School 1989 — 1993
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
UBS Financial Services May 2002 - Present
UBS May 2002 - Present
Stock & Option Solutions February 2001 - May 2002
Solomon Smith Barney 1998 - 2000
Skills
Management, Leadership, Mergers & Acquisitions, Financial Services, Wealth Management, Financial Analysis, Vendor Management, Securities, Process Improvement
Education
Santa Clara University 1993 — 1997
BS, Political Science
Jesuit High School 1989 — 1993
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Greg Speck, CEP's Stock & Option Solutions Experience January 2005 - June 2005
Job Manager, Global Stock Plan Administration at Tyco
Industry Financial Services
Experience
Tyco September 2013 - Present
Merrill Lynch October 2010 - September 2013
Sirius XM Radio Inc. February 2010 - July 2010
Time Warner Inc. August 2008 - May 2009
Omnicom Group June 2005 - July 2008
Stock & Option Solutions January 2005 - June 2005
The Bank of New York July 2003 - August 2004
Edison Schools May 2002 - June 2003
UBS June 1998 - September 2001
Skills
Equity Compensation, Equities, Series 7
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance and Marketing
Providence College 1987 — 1991
BS, Business Administration
Tyco September 2013 - Present
Merrill Lynch October 2010 - September 2013
Sirius XM Radio Inc. February 2010 - July 2010
Time Warner Inc. August 2008 - May 2009
Omnicom Group June 2005 - July 2008
Stock & Option Solutions January 2005 - June 2005
The Bank of New York July 2003 - August 2004
Edison Schools May 2002 - June 2003
UBS June 1998 - September 2001
Skills
Equity Compensation, Equities, Series 7
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance and Marketing
Providence College 1987 — 1991
BS, Business Administration
Sheila Raymond Sheila Raymond's Stock & Option Solutions Experience December 2008 - November 2009
Job Owner and Independent Equity Consultant at Swift Equity Solutions
Industry Accounting
Experience
RGB Networks 2012 - March 2015
Altera 2015 - 2015
Vivus Inc May 2012 - December 2014
Stock & Option Solutions December 2008 - November 2009
Maxim Integrated Products October 2007 - April 2008
Maxim Integrated Products 1995 - October 2007
Sharedata 1993 - 1995
Interstate/Johnson Lane 1990 - 1995
Education
Santa Clara University 1997 — 1999
University of Strathclyde 1987 — 1991
BA Arts & Social Studies
RGB Networks 2012 - March 2015
Altera 2015 - 2015
Vivus Inc May 2012 - December 2014
Stock & Option Solutions December 2008 - November 2009
Maxim Integrated Products October 2007 - April 2008
Maxim Integrated Products 1995 - October 2007
Sharedata 1993 - 1995
Interstate/Johnson Lane 1990 - 1995
Education
Santa Clara University 1997 — 1999
University of Strathclyde 1987 — 1991
BA Arts & Social Studies
John M. Flanigan John M. Flanigan's Stock & Option Solutions Experience September 2014 - June 2015
Job Marketing Coordinator at Blue Jeans Network
Industry Marketing and Advertising
Experience
Blue Jeans Network July 2015 - Present
Stock & Option Solutions September 2014 - June 2015
Santa Clara University September 2012 - June 2015
Clinkle September 2014 - November 2014
Poco Solar Energy, Inc. June 2014 - September 2014
Kerio Technologies July 2013 - June 2014
Santa Clara University January 2013 - June 2014
Santa Clara University September 2011 - June 2014
Bucks Lake Marina June 2012 - September 2012
Ten-Two Bar & Grille June 2011 - September 2011
Skills
Time Management, Highly Ambitious, Personal Drive, Microsoft Office, Marketing, Leadership, Organization, Creativity, Charismatic, Quick Learner, Communication, Google Adwords, Google Analytics, Social Media, Critical Thinking, iMovie, Social Networking, PowerPoint, Microsoft Excel
Education
Santa Clara University 2011 — 2015
Bachelor of Science (BS), Marketing & Communications, Cumulative GPA 3.3
Blue Jeans Network July 2015 - Present
Stock & Option Solutions September 2014 - June 2015
Santa Clara University September 2012 - June 2015
Clinkle September 2014 - November 2014
Poco Solar Energy, Inc. June 2014 - September 2014
Kerio Technologies July 2013 - June 2014
Santa Clara University January 2013 - June 2014
Santa Clara University September 2011 - June 2014
Bucks Lake Marina June 2012 - September 2012
Ten-Two Bar & Grille June 2011 - September 2011
Skills
Time Management, Highly Ambitious, Personal Drive, Microsoft Office, Marketing, Leadership, Organization, Creativity, Charismatic, Quick Learner, Communication, Google Adwords, Google Analytics, Social Media, Critical Thinking, iMovie, Social Networking, PowerPoint, Microsoft Excel
Education
Santa Clara University 2011 — 2015
Bachelor of Science (BS), Marketing & Communications, Cumulative GPA 3.3
Marshall Darr's Stock & Option Solutions Experience May 2013 - June 2015
Job Growth @ Tradecraft
Industry Computer Software
Experience
Tradecraft June 2015 - Present
Stock & Option Solutions May 2013 - June 2015
Egnyte April 2012 - November 2012
Santa Clara University September 2008 - June 2012
Grassroots Campaigns June 2009 - August 2009
Skills
Salesforce.com, Leadership, Event Planning, Microsoft Excel, Sales, Account Management, Fundraising, People-oriented, Public Speaking, PowerPoint, Project Management, Marketing, Team Leadership, Microsoft Word, Cold Calling, Proposal Writing, Start-ups, Time Management, Works well in a team, fantastic handshakes, Warm Calling, Creative Writing, Research, Teaching, Learning Quickly, Lead Generation, Creative Strategy, Marketing Automation, Writing, Pardot, Prezi
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Economics, Psychology
Archbishop Mitty High School 2004 — 2008
Tradecraft June 2015 - Present
Stock & Option Solutions May 2013 - June 2015
Egnyte April 2012 - November 2012
Santa Clara University September 2008 - June 2012
Grassroots Campaigns June 2009 - August 2009
Skills
Salesforce.com, Leadership, Event Planning, Microsoft Excel, Sales, Account Management, Fundraising, People-oriented, Public Speaking, PowerPoint, Project Management, Marketing, Team Leadership, Microsoft Word, Cold Calling, Proposal Writing, Start-ups, Time Management, Works well in a team, fantastic handshakes, Warm Calling, Creative Writing, Research, Teaching, Learning Quickly, Lead Generation, Creative Strategy, Marketing Automation, Writing, Pardot, Prezi
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Economics, Psychology
Archbishop Mitty High School 2004 — 2008
Tracy de Swiet Tracy de Swiet's Stock & Option Solutions Experience August 2007 - March 2010
Job Global Equity Compensation Compliance Consultant; Communication Design Specialist
Industry Human Resources
Experience
Independent Stock Plan Advisors LLC; Independent Consultant April 2014 - Present
Cisco Systems May 2012 - March 2014
Stock & Option Solutions August 2007 - March 2010
Ernst & Young February 2001 - July 2007
Credit Suisse First Boston November 1998 - November 2000
United City Bank (brokerage subsidiary of Flemings/Chase); Moscow, Russia July 1996 - September 1998
Eurospan International Human Resources; Moscow, Russia October 1995 - June 1996
Skills
Tax, Deferred Compensation, Due Diligence, Equities, Analysis, Outsourcing, Executive Pay, Mergers, SEC filings, Employee Benefits, Sarbanes-Oxley Act, Corporate Governance, PeopleSoft, Options, Financial Reporting, Mergers & Acquisitions
Education
Middlebury College
BA, International Politics & Economics
Other Education & Coursework
University of San Diego
International Relations
Independent Stock Plan Advisors LLC; Independent Consultant April 2014 - Present
Cisco Systems May 2012 - March 2014
Stock & Option Solutions August 2007 - March 2010
Ernst & Young February 2001 - July 2007
Credit Suisse First Boston November 1998 - November 2000
United City Bank (brokerage subsidiary of Flemings/Chase); Moscow, Russia July 1996 - September 1998
Eurospan International Human Resources; Moscow, Russia October 1995 - June 1996
Skills
Tax, Deferred Compensation, Due Diligence, Equities, Analysis, Outsourcing, Executive Pay, Mergers, SEC filings, Employee Benefits, Sarbanes-Oxley Act, Corporate Governance, PeopleSoft, Options, Financial Reporting, Mergers & Acquisitions
Education
Middlebury College
BA, International Politics & Economics
Other Education & Coursework
University of San Diego
International Relations
Ken Priore Ken Priore's Stock & Option Solutions Experience December 2007 - November 2009
Job Director Commercial Counsel at Silver Spring Networks
Industry Law Practice
Experience
Silver Spring Networks February 2014 - Present
Grindr October 2009 - November 2014
Stock & Option Solutions December 2007 - November 2009
PayPal November 2007 - November 2009
Priore Law Group August 2006 - November 2007
New Leaf Financial, LLC (acquired) June 2004 - August 2006
Licensed Learning, LLC (acquired) September 2002 - June 2004
Carroll Burdick & McDonough, LLP May 2001 - June 2002
MVC Capital, Inc. (Formerly meVC, Inc.) October 1999 - April 2001
Charles Schwab, Inc. September 1995 - September 1999
Education
Tulane University Law School 1992 — 1995
JD, Law
Tufts University 1987 — 1991
BA, History/Political Science
Silver Spring Networks February 2014 - Present
Grindr October 2009 - November 2014
Stock & Option Solutions December 2007 - November 2009
PayPal November 2007 - November 2009
Priore Law Group August 2006 - November 2007
New Leaf Financial, LLC (acquired) June 2004 - August 2006
Licensed Learning, LLC (acquired) September 2002 - June 2004
Carroll Burdick & McDonough, LLP May 2001 - June 2002
MVC Capital, Inc. (Formerly meVC, Inc.) October 1999 - April 2001
Charles Schwab, Inc. September 1995 - September 1999
Education
Tulane University Law School 1992 — 1995
JD, Law
Tufts University 1987 — 1991
BA, History/Political Science
Pam Ellis Pam Ellis's Stock & Option Solutions Experience 2001 - 2010
Job VP, Strategic Services, Solium
Industry Financial Services
Experience
Candy Addict LLC December 2010 - Present
Solium Capital Ltd. April 2010 - Present
Stock & Option Solutions 2001 - 2010
Cisco Systems 2000 - 2001
Quokka Sports 1999 - 2000
Smith Barney 1997 - 1999
Walker Interactive Systems 1994 - 1997
Skills
Executive Pay, Management, Deferred Compensation, Vendor Management, Team Management, Sales, Training, CRM, Strategy, Program Management, ADP Payroll, Human Resources, Employee Benefits, Equities, Stocks, Internal Communications
Education
University of California, Berkeley 1989 — 1993
B.A.
Candy Addict LLC December 2010 - Present
Solium Capital Ltd. April 2010 - Present
Stock & Option Solutions 2001 - 2010
Cisco Systems 2000 - 2001
Quokka Sports 1999 - 2000
Smith Barney 1997 - 1999
Walker Interactive Systems 1994 - 1997
Skills
Executive Pay, Management, Deferred Compensation, Vendor Management, Team Management, Sales, Training, CRM, Strategy, Program Management, ADP Payroll, Human Resources, Employee Benefits, Equities, Stocks, Internal Communications
Education
University of California, Berkeley 1989 — 1993
B.A.
Veena Bhatia, CEP's Stock & Option Solutions Experience 2005 - January 2011
Job Senior Manager, Stock Plan Services at Gilead Sciences
Industry Pharmaceuticals
Experience
Gilead Sciences January 2011 - Present
Stock & Option Solutions 2005 - January 2011
Cisco Systems 2003 - 2005
Cisco Systems 1998 - 2003
Cisco Systems 1991 - 1998
Sun Microsystems 1987 - 1991
NASA Ames Research Center 1982 - 1986
Skills
Business Case, Tax, Regulations, Process Improvement, Vendor Management, Mergers, Program Management, Cross-functional Team..., Project Management, Product Management, Acquisition Integration, Change Management, Business Development
Education
Santa Clara University 1982 — 1986
MS, Electrical Engineering
Stanford University 1978 — 1982
BS, Electrical Engineering
Gilead Sciences January 2011 - Present
Stock & Option Solutions 2005 - January 2011
Cisco Systems 2003 - 2005
Cisco Systems 1998 - 2003
Cisco Systems 1991 - 1998
Sun Microsystems 1987 - 1991
NASA Ames Research Center 1982 - 1986
Skills
Business Case, Tax, Regulations, Process Improvement, Vendor Management, Mergers, Program Management, Cross-functional Team..., Project Management, Product Management, Acquisition Integration, Change Management, Business Development
Education
Santa Clara University 1982 — 1986
MS, Electrical Engineering
Stanford University 1978 — 1982
BS, Electrical Engineering
Alex Florea's Stock & Option Solutions Experience 2017 — Present
Job Account Executive at Armanino LLP
Industry Financial Services
Experience
Armanino LLP September 2015 — 2017
The Brenner Group 2013 — 2015
Allstate Financial Services, LLC 2010 — 2013
Charles Schwab 2007 — 2009
KeyPoint Credit Union 2005 — 2007
Citi 2001 — 2005
Stock & Option Solutions 2017 — Present
Skills
Sales, Finance, Management, Salesforce.com, Investments, Insurance, Financial Analysis, Sales Operations, Sales Management, Start-ups, Mergers & Acquisitions, Marketing, Business Development, SaaS, Life Insurance, Training, Selling, Advertising, Strategic Partnerships, Asset Allocation, CRM, Lead Generation, Sales Process, Valuation, 409A, sales ma, Sales Presentations, Asset Managment, Cloud Applications, Consultative Sales...
Education
Santa Clara University - Leavey School of Business 1996 — 2000
Accounting and Finance
San Jose State University 1989 — 1993
BS, Finance Major, Economics Minor
Armanino LLP September 2015 — 2017
The Brenner Group 2013 — 2015
Allstate Financial Services, LLC 2010 — 2013
Charles Schwab 2007 — 2009
KeyPoint Credit Union 2005 — 2007
Citi 2001 — 2005
Stock & Option Solutions 2017 — Present
Skills
Sales, Finance, Management, Salesforce.com, Investments, Insurance, Financial Analysis, Sales Operations, Sales Management, Start-ups, Mergers & Acquisitions, Marketing, Business Development, SaaS, Life Insurance, Training, Selling, Advertising, Strategic Partnerships, Asset Allocation, CRM, Lead Generation, Sales Process, Valuation, 409A, sales ma, Sales Presentations, Asset Managment, Cloud Applications, Consultative Sales...
Education
Santa Clara University - Leavey School of Business 1996 — 2000
Accounting and Finance
San Jose State University 1989 — 1993
BS, Finance Major, Economics Minor
Jennifer Lim Jennifer Lim's Stock & Option Solutions Experience August 2014 - Present
Job Equity Compensation Consultant at Stock & Option Solutions
Industry Financial Services
Experience
Stock & Option Solutions August 2014 - Present
Synopsys June 2013 - August 2014
bebe stores October 2010 - June 2013
Select Comfort March 2010 - October 2010
Wells Fargo October 2009 - March 2010
Skills
Software Proficiency, Filing, Spreadsheets, Microsoft Office, Customer Service, Inventory Management, Retail, Time Management, Excel, Word, Illustrator, Outlook, PowerPoint, Customer Relations, Event Planning, Administration, Teamwork, Employee Relations, Supervisory Skills, Microsoft Excel, Microsoft Word, Management, System Administration, Data Entry, Sales, Operations Management, Fashion, Human Resources
Education
University of Phoenix 2009 — 2010
Masters in Business Administration
San Francisco State University 2002 — 2007
Industrial Design, Product Design
Stock & Option Solutions August 2014 - Present
Synopsys June 2013 - August 2014
bebe stores October 2010 - June 2013
Select Comfort March 2010 - October 2010
Wells Fargo October 2009 - March 2010
Skills
Software Proficiency, Filing, Spreadsheets, Microsoft Office, Customer Service, Inventory Management, Retail, Time Management, Excel, Word, Illustrator, Outlook, PowerPoint, Customer Relations, Event Planning, Administration, Teamwork, Employee Relations, Supervisory Skills, Microsoft Excel, Microsoft Word, Management, System Administration, Data Entry, Sales, Operations Management, Fashion, Human Resources
Education
University of Phoenix 2009 — 2010
Masters in Business Administration
San Francisco State University 2002 — 2007
Industrial Design, Product Design
Tom Goodrich's Stock & Option Solutions Experience March 2014 - Present
Job Equity Compensation Consultant at Stock & Option Solutions
Industry Financial Services
Experience
Stock & Option Solutions March 2014 - Present
E*TRADE Financial Corporate Services February 2009 - March 2014
E*TRADE Financial Corporate Services April 2007 - January 2009
E*TRADE Financial April 2004 - March 2007
E*TRADE Financial June 2000 - April 2004
Skills
Equities, Financial Services, Securities, Restricted Stock, Options, Risk Management, Finance, Stocks, FINRA, Process Improvement, Sarbanes-Oxley Act, Business Analysis, Project Management, Mergers & Acquisitions, Mutual Funds, CEP III, Series 4, Six Sigma-Green Belt, Accounting, Microsoft Excel, ESPP, Risk Assessment, Auditing, Microsoft Access, SARS, SSAE 16, PowerPoint, Oracle, Analysis, Stock Plan..., Insider Trading, Management, Series 7
Education
California State University-Sacramento
Bachelor's degree, Finance
Stock & Option Solutions March 2014 - Present
E*TRADE Financial Corporate Services February 2009 - March 2014
E*TRADE Financial Corporate Services April 2007 - January 2009
E*TRADE Financial April 2004 - March 2007
E*TRADE Financial June 2000 - April 2004
Skills
Equities, Financial Services, Securities, Restricted Stock, Options, Risk Management, Finance, Stocks, FINRA, Process Improvement, Sarbanes-Oxley Act, Business Analysis, Project Management, Mergers & Acquisitions, Mutual Funds, CEP III, Series 4, Six Sigma-Green Belt, Accounting, Microsoft Excel, ESPP, Risk Assessment, Auditing, Microsoft Access, SARS, SSAE 16, PowerPoint, Oracle, Analysis, Stock Plan..., Insider Trading, Management, Series 7
Education
California State University-Sacramento
Bachelor's degree, Finance
VP Gedipudi's Stock & Option Solutions Experience 2006 - 2007
Job Equity Professional
Industry Accounting
Experience
ISP Advisors LLC December 2014 - Present
Financial Intelligence April 2011 - November 2014
Morgan Stanley Smith Barney June 2009 - April 2011
Citigroup Smith Barney August 2007 - April 2011
Citi Smith Barney August 2007 - April 2011
Citigroup Smith Barney 2007 - 2009
SOS February 2006 - August 2007
Stock & Option Solutions 2006 - 2007
Cisco Inc January 2004 - February 2006
Cisco Systems 1999 - 2006
Education
The University of Texas at Dallas 1992 — 1993
MS, COMPUTER SCIENCE
Sri Venkateswara University 1986 — 1990
B.TECH, COMPUTER SCIENCE
Sri Venkateswara Junior College, Tirupati
ISP Advisors LLC December 2014 - Present
Financial Intelligence April 2011 - November 2014
Morgan Stanley Smith Barney June 2009 - April 2011
Citigroup Smith Barney August 2007 - April 2011
Citi Smith Barney August 2007 - April 2011
Citigroup Smith Barney 2007 - 2009
SOS February 2006 - August 2007
Stock & Option Solutions 2006 - 2007
Cisco Inc January 2004 - February 2006
Cisco Systems 1999 - 2006
Education
The University of Texas at Dallas 1992 — 1993
MS, COMPUTER SCIENCE
Sri Venkateswara University 1986 — 1990
B.TECH, COMPUTER SCIENCE
Sri Venkateswara Junior College, Tirupati
Joanne Sucgang's Stock & Option Solutions Experience June 2007 - February 2009
Job Senior Equity Compensation Analyst at Genentech
Industry Human Resources
Experience
Genentech April 2012 - Present
Genentech March 2010 - April 2012
Cisco Systems March 2009 - February 2010
Stock & Option Solutions June 2007 - February 2009
Franklin Templeton Investments December 2004 - May 2007
Franklin Templeton Investments February 2002 - November 2004
DMC Stratex Networks August 2000 - August 2001
DMC Stratex Networks January 2000 - July 2000
Skills
PeopleSoft, Microsoft Excel, Financial Analysis, Process Improvement, Data Analysis, Equities, Microsoft Office, Management, Account Management, Customer Service
Education
San Jose State University 1993 — 1997
BS, Advertising, Minor - Humanities
Genentech April 2012 - Present
Genentech March 2010 - April 2012
Cisco Systems March 2009 - February 2010
Stock & Option Solutions June 2007 - February 2009
Franklin Templeton Investments December 2004 - May 2007
Franklin Templeton Investments February 2002 - November 2004
DMC Stratex Networks August 2000 - August 2001
DMC Stratex Networks January 2000 - July 2000
Skills
PeopleSoft, Microsoft Excel, Financial Analysis, Process Improvement, Data Analysis, Equities, Microsoft Office, Management, Account Management, Customer Service
Education
San Jose State University 1993 — 1997
BS, Advertising, Minor - Humanities
Gail Blas, CEP's Stock & Option Solutions Experience July 2007 - April 2010
Job Senior Paralegal, Disney / Playdom
Industry Legal Services
Experience
The Walt Disney Company April 2010 - Present
Stock & Option Solutions July 2007 - April 2010
Delphi Asset Management 2006 - 2007
Stock & Option Solutions March 2006 - September 2006
Intuit, Inc. September 2002 - September 2005
eProsper, Inc. April 2001 - September 2002
PlaceWare December 1999 - April 2001
Comdisco Ventures April 1999 - December 1999
Tomlinson Zisko Morosoli and Maser April 1998 - April 1999
Technology Funding October 1993 - April 1998
Skills
Mergers & Acquisitions, Corporate Governance, Corporate Law, Due Diligence, Equities, Contract Negotiation, Leadership, Management, Intellectual Property, Process Improvement
Education
Santa Clara University 2002 — 2004
CEP, Certified Equity Professional
Champlain College
The Walt Disney Company April 2010 - Present
Stock & Option Solutions July 2007 - April 2010
Delphi Asset Management 2006 - 2007
Stock & Option Solutions March 2006 - September 2006
Intuit, Inc. September 2002 - September 2005
eProsper, Inc. April 2001 - September 2002
PlaceWare December 1999 - April 2001
Comdisco Ventures April 1999 - December 1999
Tomlinson Zisko Morosoli and Maser April 1998 - April 1999
Technology Funding October 1993 - April 1998
Skills
Mergers & Acquisitions, Corporate Governance, Corporate Law, Due Diligence, Equities, Contract Negotiation, Leadership, Management, Intellectual Property, Process Improvement
Education
Santa Clara University 2002 — 2004
CEP, Certified Equity Professional
Champlain College
Glen Sutton's Stock & Option Solutions Experience December 2014 - Present
Job Equity Compensation Consultant at Stock & Option Solutions
Industry Financial Services
Experience
Stock & Option Solutions December 2014 - Present
Fidelity Investments May 2002 - September 2014
Fidelity Investments 2002 - 2008
Fidelity Investments August 2001 - May 2002
Fidelity Investments January 1999 - August 2001
Fidelity Investments June 1998 - January 1999
Skills
Project Management, Relationship Management, Contract Management, Contract Negotiation, Strategic Planning, Sales, Salesforce.com, Financial Services, Equities, Strategy, Investments, Management, Leadership, Series 7, Process Improvement, Cross-functional Team..., Mutual Funds, Risk Management, Vendor Management
Education
Southern New Hampshire University 1995 — 2000
Bachelor of Science (BS), Finance
Pinkerton Academy
Stock & Option Solutions December 2014 - Present
Fidelity Investments May 2002 - September 2014
Fidelity Investments 2002 - 2008
Fidelity Investments August 2001 - May 2002
Fidelity Investments January 1999 - August 2001
Fidelity Investments June 1998 - January 1999
Skills
Project Management, Relationship Management, Contract Management, Contract Negotiation, Strategic Planning, Sales, Salesforce.com, Financial Services, Equities, Strategy, Investments, Management, Leadership, Series 7, Process Improvement, Cross-functional Team..., Mutual Funds, Risk Management, Vendor Management
Education
Southern New Hampshire University 1995 — 2000
Bachelor of Science (BS), Finance
Pinkerton Academy
Gary Cogger's Stock & Option Solutions Experience July 2006 - Present
Job Office Manager at Stock & Option Solutions
Industry Hospitality
Experience
Stock & Option Solutions July 2006 - Present
Education
De Anza College 1969 — 1972
Stock & Option Solutions July 2006 - Present
Education
De Anza College 1969 — 1972
Catherine Wells's Stock & Option Solutions Experience November 2005 - Present
Job Director, Technology Solutions at Stock & Option Solutions
Industry Information Technology and Services
Experience
Stock & Option Solutions November 2005 - Present
BEA Systems February 2003 - November 2005
BEA Systems June 2001 - February 2003
3Com June 1999 - June 2001
3Com June 1998 - June 1999
3Com January 1995 - June 1998
3Com April 1991 - January 1995
Skills
Vendor Management, Project Management, Process Improvement, Program Management, Product Management, Database Conversion, Acquisition Integration, Custom Reports, Equity Compensation, Equity Edge, Transcentive, Mergers & Acquisitions
Education
University of Phoenix 2004 — 2006
BS, Business Management
Santa Clara University Certified Equity Professional Institute 1992 — 1994
CEP, Equity Compensation
United States Military Academy at West Point 1981 — 1983
n/a, Core Curriculum
Stock & Option Solutions November 2005 - Present
BEA Systems February 2003 - November 2005
BEA Systems June 2001 - February 2003
3Com June 1999 - June 2001
3Com June 1998 - June 1999
3Com January 1995 - June 1998
3Com April 1991 - January 1995
Skills
Vendor Management, Project Management, Process Improvement, Program Management, Product Management, Database Conversion, Acquisition Integration, Custom Reports, Equity Compensation, Equity Edge, Transcentive, Mergers & Acquisitions
Education
University of Phoenix 2004 — 2006
BS, Business Management
Santa Clara University Certified Equity Professional Institute 1992 — 1994
CEP, Equity Compensation
United States Military Academy at West Point 1981 — 1983
n/a, Core Curriculum
Marilin Turner's Stock & Option Solutions Experience July 2015 - Present
Job Equity Compensation Consultant at Stock & Option Solutions
Industry Human Resources
Experience
Stock & Option Solutions July 2015 - Present
Tetra Tech, Inc. August 2005 - March 2015
Gemstar-TV Guide March 2003 - August 2005
Earthlink August 1999 - July 2002
Home Savings of America August 1997 - June 1999
Countrywide Home Loans 1991 - 1997
Skills
Microsoft Excel, Deferred Compensation, Management, Process Improvement, Project Management, Strategic Planning
Education
Azusa Pacific University
Stock & Option Solutions July 2015 - Present
Tetra Tech, Inc. August 2005 - March 2015
Gemstar-TV Guide March 2003 - August 2005
Earthlink August 1999 - July 2002
Home Savings of America August 1997 - June 1999
Countrywide Home Loans 1991 - 1997
Skills
Microsoft Excel, Deferred Compensation, Management, Process Improvement, Project Management, Strategic Planning
Education
Azusa Pacific University
Karolyn Flesher's Stock & Option Solutions Experience February 2006 - February 2007
Job Stock Plan Administrator at Ixia
Industry Telecommunications
Dan Shickler's Stock & Option Solutions Experience October 2011 - Present
Job Strategic Consultant / Project Manager
Industry Financial Services
Experience
Stock & Option Solutions October 2011 - Present
Planmosaic January 2010 - September 2011
Legal Music, LLC November 2008 - September 2009
Stock & Option Solutions September 2006 - June 2008
AST StockPlan March 1997 - September 2002
Manufacturers Hanover - Merged to - Chase Mellon Shareholder Services 1990 - 1997
Education
California State University-Long Beach
Bus. Admin - Marketing
Stock & Option Solutions October 2011 - Present
Planmosaic January 2010 - September 2011
Legal Music, LLC November 2008 - September 2009
Stock & Option Solutions September 2006 - June 2008
AST StockPlan March 1997 - September 2002
Manufacturers Hanover - Merged to - Chase Mellon Shareholder Services 1990 - 1997
Education
California State University-Long Beach
Bus. Admin - Marketing
Michele Shea's Stock & Option Solutions Experience January 2008 - January 2011
Job Sr. Stock Plan Administrator at Qualcomm
Industry Financial Services
Experience
Qualcomm January 2011 - Present
Stock & Option Solutions January 2008 - January 2011
Fair Isaac August 2002 - December 2007
HNC Software August 1994 - July 2002
Hartman & Hartman Insurance Adjusters, Inc. December 1993 - July 1994
Earl W. Husted, Attorney At Law July 1992 - July 1993
Baker & McKenzie, Attorneys At Law July 1991 - July 1992
Science Applications International Corporation (SAIC) November 1990 - June 1991
Skills
Equities, Options, Sarbanes-Oxley Act, Management, Executive Pay, Mergers, Incentive Programs, SEC filings
Education
Santa Clara University 1998 — 1999
CEP, Certified Equity Professional
University of San Diego 1990 — 1990
Paralegal Certification
University of San Diego 1984 — 1987
B.A., Business Administration
Qualcomm January 2011 - Present
Stock & Option Solutions January 2008 - January 2011
Fair Isaac August 2002 - December 2007
HNC Software August 1994 - July 2002
Hartman & Hartman Insurance Adjusters, Inc. December 1993 - July 1994
Earl W. Husted, Attorney At Law July 1992 - July 1993
Baker & McKenzie, Attorneys At Law July 1991 - July 1992
Science Applications International Corporation (SAIC) November 1990 - June 1991
Skills
Equities, Options, Sarbanes-Oxley Act, Management, Executive Pay, Mergers, Incentive Programs, SEC filings
Education
Santa Clara University 1998 — 1999
CEP, Certified Equity Professional
University of San Diego 1990 — 1990
Paralegal Certification
University of San Diego 1984 — 1987
B.A., Business Administration
Laura Shields's Stock & Option Solutions Experience March 2013 - Present
Job Stock/Equity Plan Administration | Options, RSUs, ESPP | Sec 16 Reporting | Employee Education
Industry Human Resources
Experience
Looking for new opportunity February 2013 - Present
Stock & Option Solutions March 2013 - Present
Precious Cargo Enterprises June 2012 - Present
Apollo Education Group June 2007 - March 2013
Charles Schwab July 2006 - June 2007
Stock & Option Solutions January 2006 - June 2006
Grand Canyon University April 2005 - August 2005
Option One Mortgage May 2002 - October 2004
Tickets.com July 2001 - October 2001
Cirrus Logic March 2000 - June 2000
Skills
Equity Edge, Equities, Stocks, Employee Stock Options, Options, Employee Stock Purchase..., Restricted Stock Units..., SEC filings, Employee Benefits, Mergers & Acquisitions, Human Resources, Morgan Stanley Sapphire, Fidelity Plan Sponsor..., Computershare Section..., RR Donnelley File 16
Education
Concordia University-Irvine 2002 — 2003
Bachelors, Applied Liberal Arts, Business emphasis
Cerritos College 1978 — 1989
Associate of Arts (AA), Journalism
Looking for new opportunity February 2013 - Present
Stock & Option Solutions March 2013 - Present
Precious Cargo Enterprises June 2012 - Present
Apollo Education Group June 2007 - March 2013
Charles Schwab July 2006 - June 2007
Stock & Option Solutions January 2006 - June 2006
Grand Canyon University April 2005 - August 2005
Option One Mortgage May 2002 - October 2004
Tickets.com July 2001 - October 2001
Cirrus Logic March 2000 - June 2000
Skills
Equity Edge, Equities, Stocks, Employee Stock Options, Options, Employee Stock Purchase..., Restricted Stock Units..., SEC filings, Employee Benefits, Mergers & Acquisitions, Human Resources, Morgan Stanley Sapphire, Fidelity Plan Sponsor..., Computershare Section..., RR Donnelley File 16
Education
Concordia University-Irvine 2002 — 2003
Bachelors, Applied Liberal Arts, Business emphasis
Cerritos College 1978 — 1989
Associate of Arts (AA), Journalism
Apollo Mok's Stock & Option Solutions Experience January 2013 - Present
Job Senior Equity Compensation Consultant
Industry Think Tanks
Experience
Stock & Option Solutions January 2013 - Present
CareFusion June 2010 - March 2013
Apple February 2011 - May 2011
Stock & Option Solutions August 2006 - June 2010
Intel June 2000 - November 2002
Skills
Process Improvement, Sarbanes-Oxley Act, Mergers & Acquisitions, PeopleSoft, SAP, Stock Management, Vendor Management, Financial Reporting, Accounting, Analysis, Business Process..., Cross-functional Team..., Employee Benefits, Deferred Compensation, Equities, Executive Pay, HRIS, Human Resources, Leadership, Management, Program Management
Education
California State University-Hayward - School of Business and Economics 1990 — 1994
Bachelors of Science, Finance
Stock & Option Solutions January 2013 - Present
CareFusion June 2010 - March 2013
Apple February 2011 - May 2011
Stock & Option Solutions August 2006 - June 2010
Intel June 2000 - November 2002
Skills
Process Improvement, Sarbanes-Oxley Act, Mergers & Acquisitions, PeopleSoft, SAP, Stock Management, Vendor Management, Financial Reporting, Accounting, Analysis, Business Process..., Cross-functional Team..., Employee Benefits, Deferred Compensation, Equities, Executive Pay, HRIS, Human Resources, Leadership, Management, Program Management
Education
California State University-Hayward - School of Business and Economics 1990 — 1994
Bachelors of Science, Finance
Priyendu Bhardwaj's Stock & Option Solutions Experience February 2014 - Present
Job Technology Solution Architect at Stock & Option Solutions
Industry Information Technology and Services
Experience
Stock & Option Solutions February 2014 - Present
Stock & Option Solutions February 2011 - February 2014
Stock & Option Solutions February 2007 - February 2011
Infosys Technologies Ltd 2003 - 2007
Skills
SQL, PL/SQL, Software Development, Microsoft SQL Server, XML, Java, Java Enterprise Edition, Requirements Analysis, Process Improvement, Project Management, Perl, Data Analysis, Program Management, Product Management, C#, ASP.NET, Oracle PL/SQL..., VBA, jQuery, ASP.NET AJAX, Microsoft Office, Microsoft Excel, Web Design, Web Development, Website Development, IIS, Oracle Database, Web Services, Web Content Management, WordPress, WebLogic, Shell Scripting, HTML5, SDLC, Oracle, Software Project..., Requirements Gathering, Solution Architecture, Business Analysis
Education
Anna University 2000 — 2003
Master's Degree, Computer Science, MCA
Ranchi University 1999 — 2001
Master's Degree, Physics
St Xavier's College, Ranchi, Jharkhand, India 1995 — 1998
Bachelor's Degree, Physics, Mathematics, Computer Applications
Stock & Option Solutions February 2014 - Present
Stock & Option Solutions February 2011 - February 2014
Stock & Option Solutions February 2007 - February 2011
Infosys Technologies Ltd 2003 - 2007
Skills
SQL, PL/SQL, Software Development, Microsoft SQL Server, XML, Java, Java Enterprise Edition, Requirements Analysis, Process Improvement, Project Management, Perl, Data Analysis, Program Management, Product Management, C#, ASP.NET, Oracle PL/SQL..., VBA, jQuery, ASP.NET AJAX, Microsoft Office, Microsoft Excel, Web Design, Web Development, Website Development, IIS, Oracle Database, Web Services, Web Content Management, WordPress, WebLogic, Shell Scripting, HTML5, SDLC, Oracle, Software Project..., Requirements Gathering, Solution Architecture, Business Analysis
Education
Anna University 2000 — 2003
Master's Degree, Computer Science, MCA
Ranchi University 1999 — 2001
Master's Degree, Physics
St Xavier's College, Ranchi, Jharkhand, India 1995 — 1998
Bachelor's Degree, Physics, Mathematics, Computer Applications
Marcus Shute Jr.'s Stock & Option Solutions Experience March 2013 - Present
Job Sports & Entertainment Attorney at M Shute Jr & Co
Industry Law Practice
Experience
M Shute Jr & Co June 2015 - Present
Stock & Option Solutions March 2013 - Present
Grind Hard January 2009 - Present
M Shute Jr & Co October 2008 - Present
Wal Mart Stores Inc April 2009 - March 2013
Metro Nashville Public Schools August 2007 - May 2009
Costco Wholesale July 2006 - December 2008
Tennessee State University May 2004 - August 2008
Education
Nashville School of Law 2010 — 2014
Juris Doctorate, Law
Tennessee State University 2003 — 2007
Bachelor's Degree, Political Science and Government
Southwest Dekalb HS
M Shute Jr & Co June 2015 - Present
Stock & Option Solutions March 2013 - Present
Grind Hard January 2009 - Present
M Shute Jr & Co October 2008 - Present
Wal Mart Stores Inc April 2009 - March 2013
Metro Nashville Public Schools August 2007 - May 2009
Costco Wholesale July 2006 - December 2008
Tennessee State University May 2004 - August 2008
Education
Nashville School of Law 2010 — 2014
Juris Doctorate, Law
Tennessee State University 2003 — 2007
Bachelor's Degree, Political Science and Government
Southwest Dekalb HS
Shawna Casey's Stock & Option Solutions Experience May 2013 - Present
Job Associate Director, Marketing at Stock & Option Solutions
Industry Financial Services
Experience
Stock & Option Solutions May 2013 - Present
Stock & Option Solutions August 2010 - May 2013
Extreme Learning 2006 - 2010
Skills
CRM, Internal Communications, Business Development, Project Management, Relationship Management, Microsoft Excel, Sales, Management, Event Planning, Microsoft Office, Email Marketing, Program Management, Training, Account Management, Leadership, Recruiting, Strategy, Vendor Management, Process Improvement
Education
San Jose State University
Bachelor's degree, Mass Communication/Media Studies and Public Relations
West Valley College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Stock & Option Solutions May 2013 - Present
Stock & Option Solutions August 2010 - May 2013
Extreme Learning 2006 - 2010
Skills
CRM, Internal Communications, Business Development, Project Management, Relationship Management, Microsoft Excel, Sales, Management, Event Planning, Microsoft Office, Email Marketing, Program Management, Training, Account Management, Leadership, Recruiting, Strategy, Vendor Management, Process Improvement
Education
San Jose State University
Bachelor's degree, Mass Communication/Media Studies and Public Relations
West Valley College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Barbara Richley's Stock & Option Solutions Experience November 2012 - Present
Job Sr. Equity Comp Consultant at Stock & Option Solutions
Industry Financial Services
Experience
Stock & Option Solutions November 2012 - Present
E*TRADE Corporate Services February 2004 - April 2012
Smith Barney May 1997 - December 2002
Skills
Financial Services, Product Management, Series 7, Portfolio Management, Analytics
Education
Golden Gate University
Master of Business Administration (MBA)
San Jose State University
Bachelor of Science (BS), Finance
Stock & Option Solutions November 2012 - Present
E*TRADE Corporate Services February 2004 - April 2012
Smith Barney May 1997 - December 2002
Skills
Financial Services, Product Management, Series 7, Portfolio Management, Analytics
Education
Golden Gate University
Master of Business Administration (MBA)
San Jose State University
Bachelor of Science (BS), Finance