David Lee Email & Phone Number

Barcelona, Catalonia, Spain

Barcelona Area, Spain

Barcelona Area, Spain

Offering prospective and existing clients and partners proactive solutions to their Equity Compensation plans. Services include Plan Administration, Financial Reporting (IFRS2 & US GAAP) and Global Compliance for both private and publicly listed companies.

Barcelona Area, Spain

Bringing industry leading solutions to our European client base in Equity Compensation administration, Global Compliance and Financial Reporting. Working closely with Relationship Managers and Business Development teams to ensure our client goals are closely aligned with solutions and services provided.

Barcelona Area, Spain

Solium GSP is a leading provider of Global Compliance providing online Legal and Tax advice via a global subscription database on all aspects of equity compensation plans covering more than 170 countries. Coordinate system enhancements and design for Solium GSP mobile apps, database and mobility tax tools.

Barcelona Area, Spain

Accurate Equity now Equatex Nordic, was a leading provider of software and services relating to equity compensation, including basic plan administration, accounting, reporting and consultancy. I led the implementation and setup onto Accurate Equity Systems for Plan Administration, Accounting and Disclosure reporting for European firms. Advised clients on Best Practices. Worked with brokerage partners to setup trading processes and settlement procedures. Worked with clients on employee communications and plan setup and roll out from initial to final stages. Implemented comprehensive CRD III banking regulation support, reporting and administration.

Barcelona Area, Spain

Led a team of project managers and data specialists to bring new business onto the Stock Plan Platform supporting Global Stock Option, Restricted and Performance Shares and Stock Purchase Plans for corporates in nine markets such as Telefónica, Securitas, Nokia, ABB, AXA and Unilever. Review new business opportunities and consult with clients on best practices. Created third party tax process for international assignees with Ernst & Young for Unilever and also Deloitte for Phillips. Additionally project managed internal client and business strategy related projects including the joint venture integration between Morgan Stanley and Citigroup.

Barcelona Area, Spain

Managed a group of 10 stock plan administrators and a reporting manager in daily reporting, reconciliation and client management for 25+ European based corporate clients. Designed control processes to ensure all audit, tax, legal and regulatory controls were in place and adhered to. In addition, was an interim International Product Manager during a maternity leave for one year driving the in-house technology solutions and developments to support the international stock plan product such as foreign exchange payment and tax withholding integration into payroll reporting.

Barcelona Area, Spain

Established the Barcelona office for European Share Plan support for Citi Smith Barney and create administration support and client management for major European corporates in France, Germany, Sweden, Switzerland and the UK. Office saw expansion from 2 to 10 employees under my direction.

Greater New York City Area

Business website specialist. Designed and Implemented Stock Purchase Plan website to support 500+ stock plan clients such as Motorola, Cisco Systems and Sun Microsystems.

Greater New York City Area

Supervised a team of 6 operations reps in share plan trading, reconciliation, payments and trade corrections for US traded clients.

Portland, Oregon Area

Compiled property title chain for a large west coast property title insurer through research of county land and court records for Portland Oregon tri-county area.

Wrocław Area, Poland

University lecturer in Economics and European Integration at the Law Faculty in the University of Wroclaw as part of a Soros Foundation sponsored project, the Civic Education Project (C.E.P.) Administered by Pembroke College, Oxford and Yale University.