Administration Team
Bernice Toy
Equity Plan Consultant
Most recently, Berni was the Programs Director at NASPP. In 2012, she founded BeUbiq, Inc., and UbiqIt®, was a cloud-based app for equity compensation that would centralize and organize the content and business knowledge governing equity compensation plans. She spent 4 years as the Sr. Manager of Global Stock Plan Services at Cisco Systems. And spent many years in international stock plan compliance at Applied Materials, Watson Wyatt Worldwide, and Smith Barney. Berni was also the co-founder of StockPlan, Inc. (acquired by AST Equity Plan Solutions), the first company to provide outsourcing solutions for stock administration programs. She was one of the founding members of GEO and NASPP.
Patricia Short
Equity Plan Consultant
Patti brings over 20 years of experience in equity plan administration. Patti began her career working at AST Equity Plan Solutions as a Relationship Manager and went on to manage the Implementation Team. Patti’s most recent position was a Senior Stock Plan Administrator at EquityComp Associates. In this position, Patti assisted clients with their ESPP and stock plan administration, implementations, vendor selection and projects.
Achaessa James, CEP, PMC
Senior Equity Compensation Consultant
Since 1999, Achaessa has been an equity plan administrator with a special focus on private company support. Her experience includes stock-based compensation reporting, financial reporting and audit support, cap table management, corporate governance and issuance audits, corporate transaction due diligence, pre-IPO preparation, direct stock sale programs (ESPP-style), repricings, acquisitions, tender offers, option exchange programs.
Alison Baker
Equity Plan Consultant
Alison has 17+ years of global equity plan administration experience. Alison began her career as a corporate paralegal and found her way to equity plan administration after working on the SEC registration process for a global employee stock program. Alison has managed and implemented stock plans globally and lead numerous database upgrades/conversions as well as implementations to vendors.
Maggie Gomez
Equity Plan Consultant
Maggie Gomez started her career in finance at Fidelity Investments as a stockbroker in 2007 and as an equity compensation specialist shortly after. She began her stock plan career as an associate on the phones, providing customer service and helping participants understand their options. Shortly after, she moved to stock plan operations and has been involved in numerous special projects throughout her career. The most recent project was the development of the partial administration product where her role was operations consultant and SME for the implementation managers, as well as for the sales team. She worked closely with plan administrators and provided daily support as well as training on the new platform. Her areas of focus are operations, consulting, product development, project management, training, and curriculum development.
You?
Interested in joining this dynamic team? Send your resume or contact us at info@equityplansolutions.net!