WHY SHOULD YOU CALL ME? I have been in the stock plan management field for many years. My experience will benefit you.

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), E*TRADE, LookSmart, Artisan Components, Inc. (acquired by ARM), Align Technology, Inc., Peribit Networks, Inc. (acquired by Juniper Networks), Verity, Inc. (acquired by Autonomy), Xenogen Corp (acquired by Caliper Life Sciences), Ross Stores, Inc., Electronic Arts, Pharsight Corporation (acquired by Tripos, LLP), Omneon, Inc. (acquired by Harmonic), Solyndra, Inc., IntraWare, Inc.(acquired by Acresso Software), Core-Mark International, Inc., TIBCO Software Inc., Anesiva, Inc., NovaRay Medical, Inc., Polycom, Inc., Zynga, Inc., Vermillion, Inc., FireEye, Inc., SolarCity, Inc., Twitter, Inc., Arista Networks, Gilead Sciences, Telenav, Inc., LendingClub, Model N, XOMA, Inc., Okta, Inc., Silver Spring Networks (acquired by Itron), The Gap, Inc., Palo Alto Networks, Veeva Systems, Survey Monkey, Fitbit, Inc., Looker Data Sciences, Inc. (acquired by Google, Inc.), Bill.com.

- BA Sociology, Social Welfare - Calif. State Univ., Northridge
- Certified Equity Professional Designation (CEP) from CEPI, Santa Clara University

- Board Member SF Chapter NASPP 1994 - 2011.
- Member Certification Council & former member of Curriculum Committee,
Certified Equity Professional Institute - CEPI

-Received CEP Volunteer Excellence Award 2008 and 2009.

Phone#: (510) 304-7438
Email: joancep@stockadmin.com - best to reach me by email