Since 2005, Matt has dedicated much of his career to solving complex employee stock-based compensation data conversion, accounting, and tax challenges. He’s a Certified Equity Professional and experienced with the major equity administration platforms (Schwab, E*TRADE, Fidelity, insight software, and Shareworks).
Matt specializes in financial reporting, aspects related to merger, divestiture, and corporate transaction support; data conversion and setup due to vendor or platform changes; federal income tax provision setup; and implementing US and global tax mobility tracking functionality.
- Certified Equity Professional (CEP)
- Certified Information Systems Auditor (CISA)
- National Association of Stock Plan Professionals Member, Global Equity Organization, member
- Operational efficiency in equity plans: turning chaos into clarity, NASPP blog, author, September 2024
- AI and the future of equity plan administration, NASPP conference, author, October 2024
- Technology advancements in equity compensation, GEO NorCal forum, author, September 2024
- Operational excellence: automation and data driven management, GEO conference, author, April 2023
- 4 ways to establish operational excellence in plan administration, NASPP conference, author, October 2022
