Santa Clara University


Joan Matlack, CEP, Matlack Consulting

Joan Matlack is an Independent Equity Compensation Consultant with over 20 years of experience. Her typical contracts include working for stock administrators who are on maternity or vacation leave, training stock administrators new to the field, processing ESPP purchases, and managing the stock administration function for companies that do not need a full time stock administrator. Before she was independent, Joan worked for the Perkins Group of Salomon Smith Barney, and prior to that, she was a stock administrator in various companies in Northern and Southern California. Joan is a Certified Equity Professional, has her B.A. from California State University, Northridge, serves as a director of the San Francisco Chapter of the NASPP, and has presented at annual conferences for the NASPP, E*TRADE and the CEP Symposium at Santa Clara University.

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