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Advisory Board Members

Terry Adamson

Managing Director, TSR

Danyle Anderson

Executive Director,
Global Equity Organization
Date Joined: 2012

Barbara Baksa

Executive Director,

Patricia Boepple

Senior Director,
Stock & Option Solutions
Date Joined: 2009

Kurt Bremer

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

Emily Cervino

Head of Industry Relationships and Thought Leadership,
Fidelity Stock Plan Services


Michael Cranor

Sr. Compliance Consultant,
Apple Inc.
Date Joined: 2015

Dee Crosby

US Client and Engagement Lead, Morgan Stanley at Work by Morgan Stanley

Blake Eisenberg

Associate Partner, Aon Equity Services

Steve Fackler

Gibson, Dunn and Crutcher LLP
Date Joined: 2019

Amy-Lynn Flood


Denise Glagau

Baker McKenzie
Date Joined: 2019

Cathy Goonetilleke

Ernst & Young
Date Joined: 2014

James Humza

Director, Equity Award Services,
Bank of America Merrill Lynch
Founding Member

Wendy Jennings

Director, Global Stock Operations/M&A Stock & Payroll,
Date Joined: 1999

Renee Kettelle

Senior Manager, Client Experience,
Charles Schwab
Date Joined: 2019

Dennis Lanham

Executive Director & Senior Assistant Dean,
Date Joined: 2019

Suzanne Luttman

Associate Professor,
Accounting Department, SCU
Founding Member

Nathan O'Connor

Managing Director,
Equity Methods
Date Joined: 2017

Donald Polden

Dean Emeritus, Professor of Law,
Santa Clara University
Date Joined: 2019

Loren Rodgers

Executive Director,
National Center for Employee Ownership
Date Joined: 2010

Craig Rubino

Head of Global Learning and Development, Morgan Stanley at Work by Morgan Stanley
Date Joined: 2019

Rive R. Rutke

Deloitte Tax, LLP

Robyn Shutak

Equity Advisory Services Practice Leader,
Date Joined: 2019

Elizabeth Stoudt

Infinite Equity
Date Joined: 2019

David S. Thomas

Wilson Sonsini Goodrich & Rosati

Emily W. Van Hoorickx

Managing Director – Wealth Management,
UBS Financial Services
Date Joined: 1995