Erin Belle B. Email and Phone Number

Manages IPO readiness plan for various clients with equity plan sponsor and transfer agent as well as administering equity incentive plans, ESPP, Insider policy, and new brokerage platform implementations (Fidelity PSW, E*TRADE EEO, Carta, and Morgan Stanley). Global stock programs include focal and refresh RSU/PSU/NQ/ISO award(s), monthly new hire grants, stock exercises/releases, tax,and proxy reporting, share pool reconciliations, UWC approvals, SEC reporting and team member education• Supports the daily administration of the company’s stock-based compensation plans including all aspects of the brokerage platform and its data integrity, record-keeping, reporting and reconciliation• Ensures all equity awards are properly processed, including granting the awards as well as processing ESPP purchases/enrollment, the settling of RSU releases and option exercises• Administers semi-annual ESPP purchases, enrollment windows and ESPP changes to Payroll teams• Reconciles equity activity to the transfer agent platform and brokerage system (shares outstanding, Section 16b activity, 10b5-1 trading plans, preclearance lists, share reserves and terminations)• Partners with Legal, HR, Payroll, and Accounting to determine reportable taxable gain and tax withholdings as well perform analysis for the UWC and other equity reporting to the Executive Committee of the Board of Directors• Assists in development of procedures related to stock administration, support automation and improve upon process efficiencies as well as maintaining internal controls for compliance with SOX• Serves as the point of contact to all U.S. and Non-U.S. employees’ equity-related inquiries as well as distributes equity and insider communications

Managing IPO readiness plan (Recent August IPO – Ticker: RXT) with equity plan sponsor, underwriter, outside legal counsel, and transfer agent as well as designing company’s new global stock incentive plans, ESPP, corporate actions (e.g. forward and reverse stock splits), and the Executive leadership team & Board of Directors’ compensation plans. Global stock program includes 7,000 participants located in 17 countries, RSU/RSA/NQ/PSU award(s) cycle, IPO grants, stock exercises/releases, tax and proxy reporting, the capitalization chart and share pool reconciliations, UWC approvals, compensation survey deliverables and modeling, team member education, as well as the creation of SOX controls and an Insider management policy (10b5-1 trading plans, trade-aways, preclearance process, and Section 16b filings)• Organizes all business partners’ efforts, processes, and guidance related to the preparation of IPO plan, corporate actions, and its execution prior to go-live• Administers all executive compensation programs, payments and processing per executive employment and severance agreements• Performs analysis on the effectiveness and competitiveness of existing programs based on market practices and models potential impact of alternatives/future growth• Provides analysis, UWC, and equity reporting for the Executive Committee of the Board of Directors’ approval• Assists with legal, private company financial documentation and filings• Ensures compliance with regulatory and policy requirements (SEC and Blue-Sky regulations)• Manages internal systems and overall shareholder registry and grant uploads (e.g. new hires, vests, terminations, forfeitures)

Managed global equity plans, ESPP, and all stock awards for 11,000 participants located in 20 countries, including annual focal/RSU/MPRSU/NQ awards, stock exercises, tax and proxy reporting, beneficial ownership and share pool reconciliations, 10k preparation, team member education, and Insider management (10b5-1 trading plans, trade-aways, and Section 16b filings)• Provided guidance and close coordination regarding project implementation with the Finance, Treasury, Payroll, Legal, Tax, and Human Resources to ensure a seamless management of broad-based equity programs• Administered all aspects of equity programs, including the accuracy and timely processing of indicative data (e.g. new hires, vests, terminations), equity plan transactions (grant uploads, exercises, forfeitures), and the reconciliation of equity accounting JVs, wire transfers, repurchases and ASR share activity• Collaborated with internal/external auditors to perform routine audits as well as drafted equity SOX controls• Performed complex data analysis regarding annual statements, compensation recommendations, quarterly JVs and equity accounting reconciliations, financial tax reporting, and proxy tables for the coordination of data flow with internal business partners: Equity Accounting, Legal, Compensation, Treasury, Board of Directors and Officers• Recommended equity plan design and process improvements to complement talent and retention strategies• Represented the equity and compensation plan(s) in all communications with internal/external partners/designated brokers• Provided exceptional service to team members and designed all equity-related communications, including educational whiteboard videos, ESPP FAQs, tax guides, and grant acceptance instructions for U.S. and Non-U.S. participants

Oversaw global stock plan administration while managing global Stock and Compensation Teams. Designed and implemented the executive equity compensation and stock plans for domestic and international operations. • Managed global equity and ESPP plans for 90,000 participants, including annual grants, NQ/RSA/RSU/SAR awards, stock exercises, tax and proxy reporting, beneficial ownership and share pool reporting, team member education, and all aspects of Insider management• Provided consultation to senior management on equity design philosophy, budgeting, benefit packages, compensation total rewards program, and STI/LTI planning• Served as consultant and decision support for all levels of management and assisted in the creation of initiatives, policies, and procedures, including the use of technology to scale operations• Analyzed industry trends and best practices to design presentations, procedures, company equity philosophy and related guidance/education materials for business partners as well as leadership

Aided in the management of public funds, consultants, and insurance clients for the Fixed Income Securities team. Collaborated with portfolio managers and internal legal team to draft RFPs, due diligence requirements, IMA contracts, pitch books and marketing campaigns. Provided excellent service to public fund and institutional clients.• Managed online customer relationship management tool, SalesForce, for over 50 institutional accounts and public funds, 200 insurance accounts, and 40 consultants• Performed complex statistical and financial analysis to draft pitch books/client reports/Investment Management Agreements/RFPs/marketing materials for clients and forecasted departmental budgets under sensitive market deadlines• Served as consultant and decision support for all levels of management and assisted in creation of procedures as well as communicated market conditions and economic outlook to management • Completed audit analysis of client accounts and respective IMA contracts to determine reporting gaps and current tax documentation filings

Managed a team of Corporate Action Associates for both the fixed income and equity Generalists. Organized all voluntary and mandatory corporate actions, including exchange offers, consents, tender offers, puts, pay-in-kinds, stock reinvestments, spin-offs, and stock splits against aggressive market deadlines in support of the Portfolio Management Team and Fixed-Income Credit Analysts. Oversaw the annual SSAE 16 audit for the Operations Team under the Managing Director’s guidance.• Managed all corporate action elections as well as bank loan contracts with custodian banks, brokers, offering agents, tabulating agents, and trade room teams for over 500 fixed income and equity accounts• Oversaw the implementation of an internal, automated corporate action system, which posted cash for all mandatory calls, tender offers, and consent premiums on exchanges• Drafted controls pertaining to corporate actions and class action procedures for SSAE 16 annual audits and ensured no exceptions were found by independent auditors; received 100% approval rating from clients for six consecutive years• Compiled RFP due diligence documentation for twelve hedge funds and seven mutual funds as well as managed the launch/closing of hedge funds in collaboration with the Legal Team; minimum investment contribution equaled $1 million• Coordinated cusip setups and factor changes within internal systems in conjunction with the Data Management Team • Processed subscription and private placement agreements for new investors, as well as AML documentation, ran OFAC searches, and executed deliverables to designated fund administrators