Venue
Fidelity Investments
Fidelity Investments, 900 Salem Street Smithfield, RI 02917, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Jun 5 ADT - Thu Jun 6 ADT (about 1 year ago)
In your timezone (EDT): Tue Jun 4 11:00pm - Wed Jun 5 11:00pm
Location Fidelity Investments
900 Salem Street Smithfield, RI 02917, USA
Region Americas
Details

Join us at this event for a valuable opportunity to enhance your knowledge, connect with peers, earn continuing education credits, and engage with our partners. Our annual gathering typically draws nearly 150 attendees, and we look forward to welcoming both familiar and new faces this year!

Kick things off with a mix and mingle among your fellow attendees, speakers, and chapter leadership to break the ice and build relationships.

Explore trending topics as equity's experts provide time-saving insights, best practices, and other invaluable guidance to help you navigate the complexities of stock compensation.

Speakers

2024 Speakers

Haley Houston
Director, PwC

Sharmon Priaulx
Managing director, PwC

Brook Anderson
CEP, Charles Schwab

Christine Consolato
CPA, Market Axess

Jennifer Francis
CEP, Aon

Vlad Gogis
Senior Principal, Mercer

Sophie Harpt
Senior Analyst, Mercer

Ken Bonann
Director, LivaNova

Katharine Peterson
Director of Financial Planning & Analysis, Wave Life Sciences

Jennifer Tardif
CEP, ISP Advisors LLC

Christian Bell
Team Lead, Stock & Option Solutions

Joe Magner
Vice President, Equity Compensation, Fidelity Investments

Daniel Rossi
Director, Executive Compensation, Linde

Amy Reina
Managing Director, Deloitte

Charles Russo
Regional Manager, Computershare

Brian Stanton
Counsel in the San Francisco office, DL Piper

Jackson Swindells
Consultant, Infinite Equity

Tom Yarnell
Director, Infinite Equity

Barbara Baksa
CEP, NASPP

Greg Kopp
Managing Director, Deloitte

Sponsors & Partners

2024 Sponsors

PLATINUM SPONSORS:
• Fidelity Investments
• Morgan Stanley at Work

GOLD SPONSORS:
• Computershare
• UBS

EVENT SPONSORS:
• AON
• Bank of America
• Charles Schwab
• Independent Stock Plan Advisors LLC
• Infinite Equity
• myStockOptions.com
• Plan Management (OptionTrax)
• Stock & Option Solutions