Nov 2013 - Mar 2015 (1 year 4 months)
800 6 Avenue Southwest #1500, Calgary
Managed a book of multiple corporate clients, servicing them in their employee compensation plans.
Managed both Stock Options and Awards as well as Share Purchase and Holding Accounts:
1) Stock Options and Award Plans: Stock Options and Share Awards (Performance Share Units as well as Restricted Share Unit plans). Involved releasing employee awards at client's request as well as occasionally exercising a high level employee's stock options.
2) Share Purchase and Holding Accounts: RRSP, ESPP, TFSA. Required to make contribution purchases per client agreements as well as process occasional share transfers for high level employees.
Received Shareworks certification and also provided training to clients in multiple aspects of Shareworks, Solium's equity plan management software.
jira confluence shareworks