Samuel Houston Email and Phone Number
Samuel Houston work email
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Samuel Houston personal email
At Denali Therapeutics, I directed the equity plan administration. Administration encompasses leading transformative initiatives that bolster employee financial participation and enterprise compliance. My strategic implementation of a Cashless Employee Stock Purchase Plan (ESPP) culminated in full employee participation and a significant capital boost, evidencing my commitment to optimizing financial frameworks and enhancing employee benefits. Leading a shift from equity providers culminated in cross functional efficiencies, integrating HRIS data with our new equity provider.My expertise in cross-functional collaboration is exemplified through successful partnerships with Corporate Finance and Compliance, where we engineered robust SOX controls and innovative equity budget tracking, underscoring a dedication to transparency and regulatory adherence. This dedication, coupled with my Certified Equity Professional (CEP) credential, enables me to offer a nuanced understanding of equity grants, fostering an environment where employees are empowered with knowledge and supported in their financial growth.
Telix Pharmaceuticals Limited
View- Website:
- telixpharma.com
- Employees:
- 601
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Global Employee Equity LeadTelix Pharmaceuticals LimitedSalt Lake City, Ut, Us
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InsightsoftwareSalt Lake City, Utah, United States -
Sr. Manager Stock Plan AdministrationDenali Therapeutics Apr 2021 - Oct 2024South San Francisco, California, Us• Directed global administration of equity programs including options, RSUs, and ESPP, ensuring accuracy and compliance with SOX controls.• Managed relationships with equity partners, vendors, and HR for annual benefits packaging and communication.• Led the design and implementation of an insider trading preclearance policy and supported executives with 10b5-1 trading plans.• Helmed the implementation of Cashless ESPP, generating $1.2M in additional capital, and reaching 100% participation. -
Stock Plan Quality Assurance Analyst IvCertent, Inc. May 2016 - Apr 2021Roseville, Ca, Us■ Directed the Agile Scrum Board, coordinating Development and QA tasks improving quality of our SAAS offering, reducing the amount of backlog items by 20%. Established roadmap and milestones for team.■ Partnered with product to design, implement, and test three new software products increasing our product offering by 20%.■ Enhanced automation testing, which led to nearly 8,000 automated tests running nightly against the user interface to detect problems or bugs from developers. ■ Instructed developers in Equity Compensation to assist with understanding of the industry, was regularly called upon for subject matter expertise from three teams consisting of over 12 software engineers. -
Senior Service Manager Large MarketE*Trade Client Services Feb 2014 - Feb 2016Us■ Orchestrated the Stock Plan Administration for 3 fortune 500 companies, running daily Stock Option Exercises, monthly ESPP, Quarterly Reporting, and termination conditions as needed.■ Balanced over 40 cash accounts requiring international wires, foreign currencies, and ACH transactions for Service to International Participants/Customers. ■ Mentored several new employees, offering solutions on how to build relationships and improve communication, also assisted onboarding with new system reducing the onboarding time by 75% -
Service Manager Mid MarketE*Trade Client Services Jul 2012 - Feb 2014UsAmended deficiencies in database with taxes, payroll, accounting, and legal with corresponding teams, reducing miscommunication and human error in the reporting of data by 50%. Formulated Foreign Disbursement Process, to move Employee International proceeds to foreign payroll to be disbursed through payroll. This resolved an International tax problem allowing the local payroll to properly tax employee proceeds. Implemented new training criteria involving all the current training systems and procedures into one. This streamlined the on-boarding process and reduced the learning curve and on boarding process by 75%.
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Service Manager Emerging MarketE*Trade Client Services Mar 2010 - Jul 2012UsDuring time of High Internal Attrition accepted additional clients bringing total book of business to over %150 of manageable book for 7-8 months. Assisted management with the transition of these books from previous Service Managers to myself then to the new Service Managers. Mentored 6 new employees with on-boarding process at different times helping them learn the new system. Bringing time required to train new employees down by 50%.
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Financial Services RepresentativeE*Trade Client Services Apr 2009 - Mar 2010UsAssisted employees with personal trading accounts.Coached and instructed clients on trading strategies and retirement.Accommodated clients looking to combine trading and retirement accounts, increasing assets under management by $230,000.
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Adjunct InstructorWestminster College Aug 2011 - Apr 2012Salt Lake City, Utah, UsUtilized my network to bring guest speakers to the classroom. This provided key insight into Financial Institutions and Industrial Banking FINC 310Led discussions regarding financial tools and how to use them when communicating with potential clients. Corporate Concepts and Applications FINC 309 -
AnalystGoldman Sachs Jul 2007 - Nov 2008New York, New York, UsAccelerated teams ad hoc and key performance reports to management by simplifying the input process used by analysts to enter performance indicators this reduced time required for reporting by 20 hours per team per reporting period.Coordinated with other analysts on simultaneous projects to enhance productivity such as testing for the order entry system and business contingency site, reported conclusions to management this reduced the risk of the Contingency site failing in an emergency.Constructed presentations and training programs around departmental functions and presented these to other areas in an effort to enhance communication throughout operationsHelmed the use of a website for Financial Advisers catering to ultra high net worth clients. This increased the speed of responding to clients and executing orders, also reduced the market risk by %15. -
Personal Banker/Investment ConsultantWells Fargo Bank Oct 2002 - Jun 2007San Francisco, California, UsBuilt relationships with small businesses, analyzed business investments, rate of return, return on investment, and devised capital requirements creating additional 250 financial solutions for businesses. Exceeded bank goals by assisting business owners with “MBA Analysis” which examined operating plans, profitability, budgeting, valuation, and pricing scenarios this generated an additional $4,000,000 in loan volume per year for the bank from clients and business ownersProduced over $800,000 in assets under management by assisting clients and businesses with investment options for long term financial planning -
Settlement ClerkMorgan Stanley Mar 1999 - Aug 2002New York, Ny, UsDeveloped a process to facilitate Fed Wires and save Margin analysts twenty hours a day.Established a program to place 90 day restrictions on margin accounts with little manual input to increase efficiency and reduce errors.
Samuel Houston Skills
Samuel Houston Education Details
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Santa Clara UniversityCertified Equity Professional -
Westminster UniversityFinancial Planning
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Westminster UniversityFinance And Financial Management Services
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Westminster UniversityBusiness/Managerial Economics
Frequently Asked Questions about Samuel Houston
What company does Samuel Houston work for?
Samuel Houston works for Telix Pharmaceuticals Limited
What is Samuel Houston's role at the current company?
Samuel Houston's current role is Global Employee Equity Lead.
What is Samuel Houston's email address?
Samuel Houston's email address is sa****@****ent.com
What schools did Samuel Houston attend?
Samuel Houston attended Santa Clara University, Westminster University, Westminster University, Westminster University.
What are some of Samuel Houston's interests?
Samuel Houston has interest in Power Point, Word, Economic Empowerment.
What skills is Samuel Houston known for?
Samuel Houston has skills like Equities, Series 7, Banking, Project Management, Financial Services, Financial Reporting, Leadership, Stocks, Accounting, Management, Financial Analysis, Investments.
Who are Samuel Houston's colleagues?
Samuel Houston's colleagues are Iman Serag, Jessica Watcke, Louise Raper, Dhaval Patel, Haydee Bolvito, Alex Millard, Denise Guilbault.
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