WHY SHOULD YOU CALL ME? I have been in the stock plan management field since 1984. I have been an independent consultant since July 1999. From 1995 to July 1999 I worked as a consultant for the Perkins Group of Salomon Smith Barney in their consulting/temporary services division.

I can provide expertise when your stock administrator is on vacation or leave, train a new stock administrator, assist you before, during and after an IPO, assist during an acquisition and due diligence, set up policies and procedures, or I can come in as often as needed if your company is too small for a full-time stock administrator, but needs the expertise to be sure the function is handled in the most efficient and cost-effective way. My specialty is coverage during maternity or medical leaves.

"Thanks, Joan for all your work here and starting with such short notice. It was a real pleasure and we'll keep you in mind for any future stock projects!"

"Just wanted to let you know you did an AWESOME job. You're terrific, Joan. Thank you, as always."

PARTIAL CLIENT LIST: Documentum (acquired by EMC), think3, E*TRADE, ArthroCare Corporation, LookSmart, Artisan Components, Inc. (acquired by ARM), Align Technology, Inc., Peribit Networks, Inc. (acquired by Juniper Networks), Sipex Corporation (acquired by Exar Corporation), Verity, Inc. (acquired by Autonomy), Xenogen Corp (acquired by Caliper Life Sciences), Ross Stores, Inc., The Gap, Electronic Arts, Riverbed Technology, Pharsight Corporation, Omneon, Inc., Solyndra, Inc., IntraWare, Inc., TIBCO Software Inc., Anesiva, Inc., NovaRay Medical, Inc., Polycom, Inc., Zynga, Inc.

EDUCATION and PROFESSIONAL ASSOCIATION AFFILIATIONS:
- BA Sociology, Social Welfare - Calif. State Univ., Northridge
- Certified Equity Professional Designation (CEP) from CEPI, Santa Clara University

- Board Member SF Chapter NASPP
- Member Certification Council & former member of Curriculum Committee,
Certified Equity Professional Institute - CEPI

-Received CEP Volunteer Excellence Award 2008.

Phone: (510) 874-4940
Email: joancep@stockadmin.com - best to reach me by email

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