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Advisory Board Members

Terry Adamson

Partner,
Aon Hewitt

Terry Adamson

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Executive Director,
Global Equity Organization

Danyle Anderson

Date Joined: 2012

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Executive Director,
NASPP

Barbara Baksa

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Equity Compensation Consultant,
Global Shares

Patricia Boepple

Date Joined: 2009

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Executive Director- Global Stock Plan Services,
Morgan Stanley Smith Barney

Kurt Bremer

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Partner, Global Incentive Compensation Services Leader,
KPMG

Michael Bussa

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Vice President,
Fidelity Stock Plan Services

Emily Cervino

1992

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Vice President,
E*TRADE Financial Corporate Services

Adam Colón

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Sr. Compliance Consultant,
Apple Inc.

Michael Cranor

Date Joined: 2015

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Partner,
PwC

Amy-Lynn Flood

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Senior Director, Global Equity Plan Services & 401(k),
Salesforce

Stacy Fox

Date Joined: 2014

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Partner,
Ernst & Young

Cathy Goonetilleke

Date Joined: 2014

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Vice President, Partner and Channel Relations,
Solium

James Hocking

Date Joined: 2010

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Director, Equity Award Services,
Bank of America Merrill Lynch

James Humza

1976
Founding Member

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Director, Global Stock Operations/M&A Stock & Payroll,
Cisco

Wendy Jennings

Date Joined: 1999

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Associate Professor,
Accounting Department, SCU

Suzanne Luttman

Founding Member

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Managing Director ,
Equity Methods

Nathan O'Connor

Date Joined: 2017

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Manager, Stock Administration,
Agmen

Vanessa Renna

1971
Founding Member

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Executive Director,
National Center for Employee Ownership

Loren Rodgers

Date Joined: 2010

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Partner,
Deloitte Tax, LLP

Rive R. Rutke

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Partner,
Wilson Sonsini Goodrich & Rosati

David S. Thomas

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Senior Manager, Global Stock Programs,
Applied Materials, Inc.

Jule Torre

Date Joined: 2009

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Managing Director – Wealth Management,
UBS Financial Services

Emily W. Van Hoorickx

Date Joined: 1995