Share about your role at EQ.
In my role, I will be working on the Business Development team focused on the rollout of EQ’s new Cap Table Management solution for private companies. I have the unique opportunity to further expand EQ’s Equity Compensation Services for companies at the beginning of their equity cycle and those who have a well-established ownership program. It is an exciting role that allows me to draw upon my nearly 30 years of work experience in the equity compensation industry.
What has happened in your career so far?
I spent my entire 27-year career in various roles in the equity compensation industry, holding roles in business development, partnerships & alliances, product development and implementation. Prior to joining EQ, I spent nine years at Certent, Inc. as the Director of Alliances and Broker Support, where I was the primary point of contact between Certent and its strategic partners. Before that, I spent 10 years at UBS Financial Services Inc. in their Corporate Employee Financial Services (CEFS) department, primarily focusing on business development. I started my career at CMS/Transcentive doing both sales and implementations. I acquired my Certified Equity Professional (CEP) designation from Santa Clara University in 2006.
What do you love about your work?
Even before joining EQ, I was impressed with the people I met within the business. During my interview process, everyone I spoke with was very knowledgeable and friendly. I have only been with EQ for a little over a month, but that first impression still rings true. Everyone on the team has been very welcoming and helpful in catching me up to speed. I also love that EQ offers such a diverse offering of products and services — allowing us to assist no matter where your company sits in the equity cycle. After being in the equity compensation industry for 27 years, it is pretty rare to find or work at a company that can do that.
What is something special about your location?
Milford, Connecticut, is known as "A Small City with a Big Heart!" Strolling through downtown Milford, you get that small-town feeling coupled with the charm and the sense of the history of an English settlement dating from 1639. The city of approximately 50,000 residents has 17 miles of Long Island Sound coastline and is the sixth oldest town in Connecticut. Every year on the third Saturday in August, Milford celebrates its annual Oyster Festival, which serves as a combination of a typical town fair with a culinary celebration of the town's location on historically shellfish-rich Long Island Sound. Milford is a great place to raise a family, and it's centrally located between New York City and Boston — making it easy to access both cities.
What are you looking forward to in the future at EQ?
I am very excited to partake in the launch of EQ's Cap Table Management solution for companies to more efficiently and accurately manage equity ownership. I am also looking forward to expanding our offering, allowing us to work with start-up and early-stage private companies. To be part of a company that can scale and grow alongside the needs of its clients is a great story to be able to tell. Traveling to EQ's Minnesota office to meet many of my new coworkers face to face and spending some time with them excites me. Remote work has been great, but building camaraderie and friendships with my colleagues is something that I look forward to doing again soon.
Share a fun fact about yourself.
I have been playing and collecting guitars for almost 35 years. I bought my first guitar, a Kramer Electric, from one of my friends and have been hooked ever since. I've played in several bands over the years, and one of my favorite things to do is play live music in front of an audience. My current collection consists of 19 guitars, but I have owned over 125 guitars throughout my lifetime. I am constantly hunting for the next "it" guitar and finding something unique to add to the collection. One of the highlights of my collection is an autographed Buddy Guy Stratocaster that I got at his club in Chicago back in 2010.