Advisory Board Members

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Terry Adamson

Partner,
Aon Hewitt
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Danyle Anderson

Executive Director,
Global Equity Organization

Date Joined: 2012

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Barbara Baksa

Executive Director,
NASPP
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Patricia Boepple

Equity Compensation Consultant,
Global Shares

Date Joined: 2009

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Kurt Bremer

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

Partner, Global Incentive Compensation Services Leader,
KPMG
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Emily Cervino

Vice President,
Fidelity Stock Plan Services

1992

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Adam Colón

Vice President,
E*TRADE Financial Corporate Services
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Michael Cranor

Sr. Compliance Consultant,
Apple Inc.

Date Joined: 2015

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Valerie Diamond

Partner,
Baker McKenzie
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Amy-Lynn Flood

Partner,
PwC
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Stacy Fox

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

Date Joined: 2014

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Cathy Goonetilleke

Partner,
Ernst & Young

Date Joined: 2014

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James Hocking

Vice President, Partner and Channel Relations,
Solium

Date Joined: 2010

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James Humza

Director, Equity Award Services,
Bank of America Merrill Lynch

1976
Founding Member

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Wendy Jennings

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

Date Joined: 1999

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Suzanne Luttman

Associate Professor,
Accounting Department, SCU

Founding Member

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Nathan O'Connor

Managing Director ,
Equity Methods

Date Joined: 2017

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Vanessa Renna

Manager, Stock Administration,
Agmen

1971
Founding Member

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Loren Rodgers

Executive Director,
National Center for Employee Ownership

Date Joined: 2010

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Rive R. Rutke

Partner,
Deloitte Tax, LLP
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David S. Thomas

Partner,
Wilson Sonsini Goodrich & Rosati
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Jule Torre

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

Date Joined: 2009

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Emily W. Van Horickx

Managing Director – Wealth Management,
UBS Financial Services

Date Joined: 1995

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Marlene Zobayan

Partner,
Rutlen Associates LLC

Date Joined: 2008

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