Dan Steele Email & Phone Number

Juno Beach, Fl, Us

San Francisco, Ca, Us

Lithia, Florida, Us

- Consulted with small to mid-sized companies (both public and private) on compensation levels and strategies for their executive team, as well as for their board of directors - Assisted companies in determining appropriate peer groups for purposes of executive and board of director compensation- Researched the compensation implications of changes to the tax code- Assisted in writing, designing, and editing exhibits in the CD&A section of the annual proxy statement in order to assist clients in communicating their compensation practices to shareholders- Consulted with companies on their salary structures, as well as the design of their short- and long-term incentive plans

Charlotte, North Carolina, Us

- Oversaw the annual incentive plan, including calculating payments, preparing statements, determining quarterly payment accruals and providing a mid-year performance update- Conducted job evaluations and made compensation recommendations to ensure compensation decisions are driven by market data- Supervised the administration of the 401(k), non-qualified deferred compensation, ESOP, and equity compensation plans- Conducted FLSA audits and made recommendations on status changes to remain compliant with state and federal regulations- Completed the CD&A portion of the annual proxy statement- Participated in compensation surveys, including the Mercer survey- Streamlined the vacation grant process by harmonizing the grant date at all U.S. locations- Prepared equity and executive compensation materials for Board meetings- Participated in compensation and benefits budget preparation activities

Buffalo, Ny, Us

- Conducted job evaluations and worked with department leaders to update job descriptions and ensure consistent application of job grading structure- Analyzed market data and internal comparisons to determine appropriate base and incentive pay rates - Provided compensation consulting support to HR business partners and recruiters on new hires, promotions, market adjustments, counter-offers and retention awards- Assisted with strategic retention awards during the acquisition of the company- Developed a job analytics dashboard to provide high-level analysis to business leaders to assist them with compensation decisions

Charlotte, North Carolina, Us

- Successfully implemented E*Trade’s Equity Edge Online platform which resulted in superior reporting capabilities, better audit tracking and vastly improved participant access over previous internal recordkeeping - Administered all aspects of the long-term incentive equity plan using both Excel spreadsheets and E*Trade’s Equity Edge Online - Prepared all equity plan reports needed by the Finance, Legal and Payroll departments - Administered the ESOP, 401(k), and Non-Qualified Deferred Compensation plans- Compiled required data for the Compensation Discussion and Analysis (CD&A) section of the annual proxy statement as well as the equity footnote portion of the 10-K filing- Participated in annual compensation and benefits market surveys, including the US Mercer Benchmark Database - Calculated bonus payments under the annual incentive program (AIP)

- Assisted in selecting mutual funds for institutional investors with total assets greater than $250 million using Morningstar Principia software. - Conducted fund performance reviews and created Investment Policy Statements. - Designed, formatted, edited and wrote a quarterly client newsletter.

Us

- Analyzed mutual funds and made recommendations for fund changes- Compiled monthly, quarterly, and annual client reports on mutual fund performance - Prepared presentations and handouts that were used in client meetings

Princeton, New Jersey, Us