Santa Clara University

Biography


Joseph Purdy, Jr., CEP
Director, Platform Education & Certification, Solium

Joseph Purdy has been with Solium for more than 15 years and currently leads our certification program for the Shareworks global equity compensation platform. 

Joseph has held various client service roles at Solium, including operations, plan administration and trainer/consultant. Prior to his current role, he was a senior member of the Product Management team for the Transcentive suite. His work focused on Financial Reporting, Section 16 Filings, Report Design and leading the Quality Assurance team. 

Joseph has been a speaker on administrative and financial reporting topics at the National Association of Stock Plan Professionals (NASPP) Annual Conference, the Certified Equity Professional Institute (CEPI) Symposium, NASPP local chapter meetings and various Solium events. He also volunteers for CEPI's Continuing Education Committee and for the National Center for Employee Ownership's Certified Equity Professional (CEP) exam preparation course offerings. 

Joseph has a B.Sc. from Sacred Heart University in Connecticut. He received a CEP designation in 2005 and is President of the Connecticut chapter of the NASPP.

 
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