Michelle May Email & Phone Number

Anaheim, CA, US

• Accountable for managing between 18-30 large and strategic market clients with an AUM of nearly $20 billion. Established trusting relationships with stock administration teams, and members of finance, tax, legal, and.
• Secured nearly $90 million in cash deposited into participant accounts during client acquisition.
• Grew assets under management with significant client renewals year after year including over $2.5 billion in closed deals during 2023 while maintaining 100% retention over eight years.
• Collaborated with clients on a monthly basis regarding product updates, short and long-term goals, and strategic offerings such as financial wellness and wealth management.
• Deepened client relationships by engaging senior level verticals with newly assigned and long-term accounts in order to grow revenue.
• Enhanced the participant experience and alleviated client burden by introducing recurring education sessions regarding ESPP, restricted stock, and tax and cost basis.

• Managed domestic and international equity plans, including processing of grants, exercises, releases, and stock purchases for over 5,000 employees. Handled confidential and time-sensitive data appropriately to ensure.
• Partnered with legal, finance, tax, payroll, investor relations and human resources departments as well as the Compensation Committee of the Board of Directors on equity reporting and compliance.
• Collaborated with GuideSpark creating videos designed to educate employees about the employee stock purchase program.
• Overhauled the preclearance process and saved the company tens of thousands of dollars in outside legal fees incurred on an annual basis.
• Prepared financial reporting of FAS123R disclosure on Forms 10Q and 10K.
• Responsible for quarterly dividend payments to shareholders of record and developed calendar so that internal stakeholders were informed of deadlines and disclosures.

• Reported to the Chief Financial Officer to oversee the equity compensation program. Created a set of standard operating procedures and established best practices for the department.
• Worked closely with human resources and IT to improve current processes.
• Eliminated paper grant agreements and implemented web-based versions of the documents.
• Maintained proper compliance with Sarbanes-Oxley and internal controls.
• Ensured accuracy of record keeping of employee data and equity awards in the stock administration database.
• Rolled-out new employee stock purchase program and communicated offering with in-person and web-based education sessions.

Managed global employee stock option, and stock purchase plan programs for over 12,000 employees. Accelerated all outstanding equity and effectively communicated impact during change in control of Board of Directors. Handled spin-off of Ribapharm and created new database for second business. Established stock administration department policies and.

Education record

Bachelor Of Arts, English

Activities and Societies: Alumni Scholars Club