
Terry Adamson
Managing Director, TSR

Danyle Anderson
Executive Director,
Global Equity Organization
Date Joined: 2012

Barbara Baksa
Executive Director,
NASPP

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
1992

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
Partner,
Gibson, Dunn and Crutcher LLP
Date Joined: 2019

Amy-Lynn Flood
Partner,
PwC

Denise Glagau
Partner,
Baker McKenzie
Date Joined: 2019

Cathy Goonetilleke
Partner,
Ernst & Young
Date Joined: 2014

James Humza
Director, Equity Award Services,
Bank of America Merrill Lynch
1976
Founding Member

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

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

Dennis Lanham
Executive Director & Senior Assistant Dean,
SVEC
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
Partner,
Deloitte Tax, LLP

Robyn Shutak
Equity Advisory Services Practice Leader,
Computershare
Date Joined: 2019

Elizabeth Stoudt
Partner,
Infinite Equity
Date Joined: 2019

David S. Thomas
Partner,
Wilson Sonsini Goodrich & Rosati

Emily W. Van Hoorickx
Managing Director – Wealth Management,
UBS Financial Services
Date Joined: 1995