Board Member
Current
Sep 2023 - Present
AeroLeads people directory · profile
Loretta Miller, Cep Email & Phone Number
University of California, Davis ΦBK
at
Miners Foundry Cultural Center
1 work email found
@chargepoint.com
2 phones found area 408 and 888
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
University of California, Davis ΦBK
Location
Grass Valley, California, United States
Company size
Who is Loretta Miller, Cep? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Loretta Miller, Cep is listed as University of California, Davis ΦBK at Miners Foundry Cultural Center, a with 9 employees, based in Grass Valley, California, United States. AeroLeads shows a work email signal at chargepoint.com, phone signal with area code 408, 888, and a matched LinkedIn profile for Loretta Miller, Cep.
Loretta Miller, Cep previously worked as Board Member at Miners Foundry Cultural Center and Student at University Of California, Davis. Loretta Miller, Cep holds Bachelor Of Arts - Ba, History from University Of California, Davis.
Company email context
Email format at Miners Foundry Cultural Center
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*@chargepoint.com
68% confidence
AeroLeads found 1 current-domain work email signal for Loretta Miller, Cep. Compare company email patterns before reaching out.
Profile bio
About Loretta Miller, Cep
Experienced Administrative Consultant with a demonstrated history of working in the financial services industry. Skilled in IPOs, Secondary Offerings, Corporate Development, Mergers & Acquisitions, Corporate Governance, and Start-ups. Strong program and project management professional Certified Equity Professional (CEP) from Santa Clara University - Leavey School of Business.
Listed skills include Equities, Start Ups, Ipo, Mergers And Acquisitions, and 17 others.
Current workplace
Loretta Miller, Cep's current company
Company context helps verify the profile and gives searchers a useful next step.
Miners Foundry Cultural Center
34 roles · 31 years
Loretta Miller, Cep work experience
A career timeline built from the work history available for this profile.
May 2021 - Jun 2023
Equity Operations Consultant
Database conversion and maintenance of stock administration services.
Jan 2017 - 2019
Stock Administration Group
Private Equity Management
PROFESSIONAL SUMMARYAdministrative:• Process all stock option, Restricted Stock Units and Awards (RSU) (RSA), stock appreciation rights (SAR) and Employee Stock Purchase Plan (ESPP) transactions• Prepare monthly equity grants and supporting documentation• Establish process, workflows and implementation of equity programsTransfer Agent:• Preparation and maintenance of Capitalization Table, Stock Ledger and certificatesReporting:• Prepare equity section of S-1 for IPO and Secondary offerings, including management of Selling Stockholder activity and D&O Questionnaires• Prepare and maintenance of the exhibit of new equity issuance for board approval• Prepare equity data for M&A stock transactions• Partner with accounting to manage the ASC 718 calculations and reporting• ISO disqualifying disposition reporting• IRS filing of returns under IRC Section 6039 (Forms 3921 and 3922)• Partner with accounting, tax, legal, HR, and payroll (foreign and domestic) for month, quarter and year-end reportingCommunications:• Liaise directly with external legal counsel, bankers and their legal counsel• Shareholder and employee communications and support • Develop and roll out employee education programs• Coordinate and communicate the opening and closing of the company trading windowCompliance:• Partner with Tax, Legal and Payroll Teams to ensure compliance with all US and international regulatory and tax requirements• Support the executive team with equity related transactions and filings, including Section 16 filings and 10b5-1 trading plans• Ensure compliance with all domestic and international laws for income and tax• Compliance with Sarbanes-Oxley, tax laws and related requirementsReconciliation:• Transfer agent: Reconcile share count and capitalization on a monthly basis,• Preparing equity reports and assist in the review and reconciliation of equity information• Assist Legal with Section 16 compliance (Form 3, 4 and 5) and related Proxy reporting
Sep 1998 - 2019
Equity Operations
Twilio, the software and cloud-based communications platform, enables developers and businesses to rapidly build and deploy communication solutions that meet their specific needs.
Jan 2015 - Dec 2016
Sep 2014 - Dec 2014
Jul 2014 - Dec 2014
Stock Administration
Managing stock administration during the transition from private to publicly-traded company.
Mar 2014 - Sep 2014
Stock Administration Consultant
Maintenance of stock administration services.
Oct 2013 - Jul 2014
Stock Administration Consultant
Database conversion and maintenance of stock administration services.
Jan 2010 - Sep 2013
Stock Administration Consultant
Managing stock administration during the transition from private to publicly-traded company. Managed stock administration and managed selling stockholders for the secondary offering.
Jun 2011 - Jun 2013
Stock Administration Consultant
Managing stock administration during the transition from private to publicly-traded company.
2005 - Dec 2011
Stock Administration Consultant
Database conversion and maintenance of stock administration services.
Jan 2010 - Mar 2011
Stock Administration Consultant
Database conversion and maintenance of stock administration services.
Jan 2011 - Feb 2011
Stock Administration Consultant
Managed stock administration during the transition from private to publicly-traded company.
May 2010 - Jan 2011
Stock Administration Consultant
Database conversion and maintenance of stock administration services.
2004 - 2009
~5 yrs
Stock Administration Consultant
Managed stock administration during the transition from private to publicly-traded company.
Jan 2008 - Dec 2008
Stock Administration Consultant
Database conversion and maintenance of stock administration services.
2006 - 2008
~2 yrs
Stock Administration Consultant
Managed stock administration during the M&A of IronPort by Cisco Systems.
Jan 2006 - Jul 2007
Stock Administration Consultant
Database conversion and additional stock administration services.
2006 - 2007
~1 yr
Stock Administration Consultant
Managed stock administration during the transition from private to publicly-traded company.
2000 - 2007
~7 yrs
2006 - 2006
Stock Administration Consultant
Managed stock administration during the transition from private to publicly-traded company.
Jan 2005 - Dec 2005
Stock Administration Consultant
Specializing in the the equity requirements necesssary for the transition from privately-held to publicly held company.
2005 - 2005
Jan 2003 - Jun 2004
Stock Administration Consultant
Database conversion and maintenance of stock administration services.
2003 - 2004
~1 yr
Stock Administration Consultant
Resilience
Database conversion and maintenance of stock administration services.
2001 - 2003
~2 yrs
Stock Administration Consultant
Freegate Corporation
Managed stock administration through acquisition.
1998 - 2000
~2 yrs
Stock Administration Consultant
Managed stock administration during the transition from private to publicly-traded company.
Jan 1999 - Dec 1999
Stock Administration
Managed stock administration during the transition from private to publicly-traded company.
Mar 1997 - Sep 1998
Stock Administration
Documentum
Managed stock administration during the transition from private to publicly-traded company.
1996 - 1997
~1 yr
Investor Relations/Stock Administration
S3 Incorporated
Managed stock administration during the transition from private to publicly-traded company.
Aug 1993 - Mar 1996
Investor Relations/Stock Administration
Advanced Polymer Systems, Inc.
Jul 1988 - Aug 1993
Assistant To Trading Desk
Jonestrading Llc (Fka Jones & Associates)
Where it all started! A great group of people with the patience to teach me the underpinnings of equity.
Jun 1983 - Apr 1985
Team & coworkers
Colleagues at Miners Foundry Cultural Center
Other employees you can reach at minersfoundry.org. View company contacts for 9 employees →
DK
Dienne Kelly
Colleague at Miners Foundry Cultural CenterNevada City, California, United States
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TC
Tami Clark
Colleague at Miners Foundry Cultural CenterGreater Sacramento, United States
View →
DL
David Lloyd
Colleague at Miners Foundry Cultural CenterNevada City, California, United States
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EM
Eileen Mello
Colleague at Miners Foundry Cultural CenterNevada City, California, United States
View →
HC
Hannah Chamberlain
Colleague at Miners Foundry Cultural CenterGrass Valley, California, United States
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Dienne Kelly
Colleague at Miners Foundry Cultural CenterNevada City, California, United States
View →
TC
Tami Clark
Colleague at Miners Foundry Cultural CenterGreater Sacramento, United States
View →
DL
David Lloyd
Colleague at Miners Foundry Cultural CenterNevada City, California, United States
View →
EM
Eileen Mello
Colleague at Miners Foundry Cultural CenterNevada City, California, United States
View →
HC
Hannah Chamberlain
Colleague at Miners Foundry Cultural CenterGrass Valley, California, United States
View →
2 education records
Loretta Miller, Cep education
Bachelor Of Arts - Ba, History
University Of California, Davis
Certified Equity Professional
Santa Clara University - Leavey School Of Business
FAQ
Frequently asked questions about Loretta Miller, Cep
Quick answers generated from the profile data available on this page.
What company does Loretta Miller, Cep work for?
Loretta Miller, Cep works for Miners Foundry Cultural Center.
What is Loretta Miller, Cep's role at Miners Foundry Cultural Center?
Loretta Miller, Cep is listed as University of California, Davis ΦBK at Miners Foundry Cultural Center.
What is Loretta Miller, Cep's email address?
AeroLeads has found 1 work email signal at @chargepoint.com for Loretta Miller, Cep at Miners Foundry Cultural Center.
What is Loretta Miller, Cep's phone number?
AeroLeads has found 2 phone signal(s) with area code 408, 888 for Loretta Miller, Cep at Miners Foundry Cultural Center.
Where is Loretta Miller, Cep based?
Loretta Miller, Cep is based in Grass Valley, California, United States while working with Miners Foundry Cultural Center.
What companies has Loretta Miller, Cep worked for?
Loretta Miller, Cep has worked for Miners Foundry Cultural Center, University Of California, Davis, Chargepoint, Private Equity Management, and Twilio Inc..
Who are Loretta Miller, Cep's colleagues at Miners Foundry Cultural Center?
Loretta Miller, Cep's colleagues at Miners Foundry Cultural Center include Dienne Kelly, Tami Clark, David Lloyd, Eileen Mello, and Hannah Chamberlain.
How can I contact Loretta Miller, Cep?
You can use AeroLeads to view verified contact signals for Loretta Miller, Cep at Miners Foundry Cultural Center, including work email, phone, and LinkedIn data when available.
What schools did Loretta Miller, Cep attend?
Loretta Miller, Cep holds Bachelor Of Arts - Ba, History from University Of California, Davis.
What skills is Loretta Miller, Cep known for?
Loretta Miller, Cep is listed with skills including Equities, Start Ups, Ipo, Mergers And Acquisitions, Venture Capital, Strategy, Due Diligence, and Mergers.
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