Christine Zwerling Email & Phone Number

San Francisco, California, Us

Boston, Massachusetts, Us

San Francisco, California, Us

San Francisco, California, Us

San Francisco, California, Us

San Francisco, California, Us

San Francisco, Ca, Us

Define, implement and manage daily international processes and applicable SOX compliance for stock options, restricted stock units, ESPP. Implement and manage taxation for international and mobile employees. Lead implementation of ongoing compliance with applicable legal and tax regulations in foreign jurisdictions. Prepare and deliver content for employee education. Act as back-up to daily operations. Contribute to team initiatives and projects.

Nashville, Tn, Us

Providing advisory guidance, accounting, systems, and compliance expertise to clients.

Stock AdministrationProviding a wide-range of stock administration services to publicly- and privately-held companies ranging from selecting, setting up and maintaining equity tracking databases, establishing scalable policies and procedures, assisting with hiring and training staff, and providing full administration and reporting for stock option, employee stock purchase, restricted stock, and stock appreciate rights plans. Providing Industry ExpertiseWriting newsletter articles, books, and educational offerings on equity compensation for national non-profit equity compensation industry membership organization. Manage test development for Certified Equity Professional Institute exams.

San Francisco, California, Us

Administered domestic and international equity programs (e.g., stock options, ESPP, SARs), ensuring compliance with state, federal and foreign regulations and securities laws. Collaborated with other areas of Legal, HR, Accounting, Payroll, Treasury, Tax and external third-parties to provide timely reporting, guidance and other assistance. Maintained all equity award related data in a third-party database and validated accuracy of database information, generated reports. Answered employee questions related to equity awards and stock accounts and led training sessions. Developed and delivered timely communications related to stock awards, including grant notification, terminations, vesting, and settlement events. Served as primary contact for audit requests and assisted in establishing and maintaining control procedures associated with equity compensation administration.

Us

Conducted product and industry training sessions, wrote educational materials on Equity Edge software products and created general equity compensation industry training materials. Assisted clients with complex Equity Edge transactions and audits.

Santa Clara, Ca, Us

Developed legally defensible professional certification exams. The CEP designation indicates a candidate has demonstrated a comprehensive understanding of the equity compensation body of knowledge.

Implemented administration of the global equity compensation administration program through subject matter expertise, compliance, global tax laws, and complex administration activities. Responsible for the management of external vendors providing equity plan tools and services. Managed all equity related issues; communicates with field locations, interacted with cross- functional groups to resolve complex and often sensitive issues. Responsible for the preparation and accuracy of highly visible information. Responsible for all year end financial reporting and managed all equity-related audits.

New York, Ny, Us

Managed equity compensation function through IPO, secondary offering, and multiple acquisitions.

Agualva-Cacém, Pt