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Work Background
Self-employedLife Insurance Consultant
Dec. 2024
InspiratoStock Plan Administrator
May. 2022 - Mar. 2024Remote• Managed equity plans for a 600-employee publicly-traded hospitality company (NASDAQ).
• Responsible for employee stock purchase plans (ESPPs), RSUs, and stock options.
• Successfully launched and maintained employee stock purchase plan (ESPP) via Shareworks.
• Processed transactions, including grants, cancellations, transfers, purchases, and vesting.
• Provided equity info to employees about their equity, including holdings and vesting schedules. • Educated employees on option exercises and RSU vesting.
• Worked with legal team to comply with SEC requirements and conducted regular audits.
• Reconciled transactions and prepared reports for finance and other departments.
• Earned Equity Compensation Associate (ECA) credentials.
Sentara HealthcareTalent Acquisition Specialist II
Jul. 2021 - May. 2022Virginia Beach, Virginia, United States• Developed and executed search strategies to recruit for clinical roles in acute care facilities.
• Tracked KPIs, including time to hire, time to fill, offer acceptance, and declination rates.
AflacSupplemental Benefits Consultant
May. 2019 - Jun. 2021Virginia Beach, Virginia, United States• Opened 17 payroll group accounts for small and medium businesses across VA and Northeast NC.
• Leveraged knowledge of group and universal life policies, supplemental accident insurance, cancer coverage, and catastrophic illness coverage to acquire new accounts.
• Trained 5 agents on products and relationship building.
• Wrote over $250K in annualized premiums in supplemental insurance benefits. • Managed 5-10 large enrollment events per month with hundreds of employees.
Norfolk Southern CorporationManager Stockholder Records and Services
Jan. 2011 - May. 2018Norfolk, Virginia, United States• Managed equity plans for 1,100 eligible employees, including RSU, PSU, NSO, and ISO awards.
• Managed annual and periodic grant process and worked with legal to file all SEC filings.
• Collaborated with payroll to ensure option exercise taxation was accurate.
• Planned annual meeting of stockholders and quarterly Board of Directors’ meetings. • Managed all stockholder recordkeeping activities such as quarterly dividend payments.
• Collaborated with vendors, shareholders, and leadership on annual equity issuances.
• Reviewed executive equity compensations, including awards and vesting.
• Developed communication schedules and reporting with federal agencies such as SEC and FINRA.
• Prepared and reviewed corporate proxy materials regarding equity issuances and compensation values.
Norfolk Southern CorporationSupervisor Stockholder Records
Apr. 2004 - Aug. 2006Norfolk, Virginia, United States• Served as liaison between stockholders and transfer agent for dividends, transfers, and dividend reinvestment plans.
• Coordinated and implemented stock splits, mergers, buybacks, and other equity activities.
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