Albert Orozco
Principal & Head of Operations
Albert has a long history in Equity Compensation. He started his career with ShareData in 1997 supporting Equity Edge. After ShareData was acquired by E*TRADE Financial Albert staffed and managed E*TRADE's Stock Plan Implementation Team. Looking for new challenges, Albert developed and managed the Stock Plan Business Analytics team, where he worked on all aspects of the business, from budgeting and forecasting to building client and participant pricing strategies. In 2017 with EPS growing quickly Albert joined Elizabeth as Principal and head of Operations.
Elizabeth Dodge, CEP
Founder & Principal
Elizabeth is the Principal and founder of Equity Plan Solutions, LLC (EPS), providing equity compensation consulting services to companies from startups to large public corporations. Previously, Elizabeth was a Vice President for Stock & Option Solutions, Inc. where she led the Professional Services team. Prior to SOS she held product management roles in stock plan services at BNY Mellon and ETRADE Corporate Services. She started EPS at the beginning of 2016, and has been in equity compensation since 1998. Elizabeth became a Certified Equity Professional in 1999 and co-authors the chapter on accounting in The Stock Option Book. She also serves on the Executive Advisory Committee of the National Association of Stock Plan Professionals (NASPP) and was honored with the NASPP Individual Achievement award in 2012 and the NASPP 10-year service award in 2017.
Lindsey Youdan
Head of Outsourcing
Lindsey Youdan has been in the equity compensation industry for over 20 years, with experience in management, relationship management, sales, operations, project management, and equity plan administration for both private and public companies. Most recently she was the Manager of the Customer Success team at Certent, an equity compensation software company. Prior to that, she was a Sr. Equity Compensation Consultant at Stock and Option Solutions, and a Stock Plan Administrator in the Outsourcing department at E*TRADE Financial Corporate Services. She was also an officer for the Sacramento NASPP chapter from 2013-2015.
Elizabeth Dodge, CEP
Founder & Principal
Elizabeth is the Principal and founder of Equity Plan Solutions, LLC (EPS), providing equity compensation consulting services to companies from startups to large public corporations. Previously, Elizabeth was a Vice President for Stock & Option Solutions, Inc. where she led the Professional Services team. Prior to SOS she held product management roles in stock plan services at BNY Mellon and ETRADE Corporate Services. She started EPS at the beginning of 2016, and has been in equity compensation since 1998. Elizabeth became a Certified Equity Professional in 1999 and co-authors the chapter on accounting in The Stock Option Book. She also serves on the Executive Advisory Committee of the National Association of Stock Plan Professionals (NASPP) and was honored with the NASPP Individual Achievement award in 2012 and the NASPP 10-year service award in 2017.
Albert Orozco
Principal & Head of Operations
Albert has a long history in Equity Compensation. He started his career with ShareData in 1997 supporting Equity Edge. After ShareData was acquired by E*TRADE Financial Albert staffed and managed E*TRADE's Stock Plan Implementation Team. Looking for new challenges, Albert developed and managed the Stock Plan Business Analytics team, where he worked on all aspects of the business, from budgeting and forecasting to building client and participant pricing strategies. In 2017 with EPS growing quickly Albert joined Elizabeth as Principal and head of Operations.
The Leadership Team
Jim Vincent
Senior Manager, Administrative Solutions
Jim has over 25 years of experience in equity compensation, and has led teams specializing in ASC 718, mergers & acquisitions, automation, equity plan administration, and client support. Most recently, Jim led the Administrative Solutions team at Morgan Stanley; prior to that, he was tasked with revamping the client support organization for Certent, Inc.
Jim started his equity compensation journey in 1995 at Sharedata, Inc., earning his Certified Equity Professional designation in 1996. He led a local NASPP chapter for over 5 years and has spoken at various equity compensation conferences, including E*TRADE’s annual Directions conference and the annual NASPP conference.
You?
Interested in joining this dynamic team? Send your resume or contact us at info@equityplansolutions.net!