A.J. Frost Email & Phone Number

Cincinnati, OH, US

Santa Barbara, CA, US

New York, New York, US

Responsible for the administration of stock award activity primarily related to RSUs, PSUs, stock options, and ESPP.Ensure timely and accurate execution of vestings, tax withholdings, exercises, purchases, etc…Prepare and process new awards, exercises, terminations, tax withholdings, and other plan-related activities. Partner with various internal and.

Boston, MA, US

Directly support the tactical and strategic service needs of retail corporate clients with record keeping, administration, and execution of their equity compensation plans.

Boston, MA, US

• Handled complex client questions and escalated participants, provided support for SPS phone associates, and problem solved efficiently over the phone. Provided general equity compensation and brokerage expertise on.
• Directly supported a team of Stock Plan Consultants by providing engagement language examples and technical coaching, reviewing trades and money movement transactions, presenting relevant topics in weekly team.
• Co-led SPS Engagement Discovery Experience, a “service-to-sales” program that develops current Stock Plan Associates’ engagement and language skills so that they may be better suited to engage participants in.

Boston, MA, US

• Provided excellent customer service to Stock Plan participants while assisting them with any account needs via phone and chat.
• Led multiple department wide campaigns related to referrals, efficiency, customer satisfaction, and other metrics.

Boston, MA, US

• Provided excellent customer service to retail clients while assisting them with any account needs via phone and chat.
• Coordinated with “Dream Job Experience” Scrum Team to create a valued work environment.
• Planned and executed periodic team events.

Built donor relations, promoted events, updated alumni database records, handled objections, and worked independently and as part of a team to reach goals. * Attained pledges, exceeded goals, generated funds, represented Bradley University.

Loveland, OH, US

Organized and filed paperwork, recorded client information, built client relations, developed project leads and reports, updated information in company database, created and monitored online advertisements, utilized and expanded skills in Microsoft Excel and Intuit QuickBooks. * Edited and updated company website to improve client experience, provided.