Cassandra Martin
Overview
31
31
years of professional experience
Work History
Manager, Stock Administration
Gilead Sciences
01.2010 - Current
- Deliver high-level support for Gilead's stock plans worldwide
- Process and maintain all daily activity of stock administration including the processing of option exercises, PSU/RSA/RSU releases, monthly/quarterly/annual grants, 10b5-1 Trading Plans, mobility tracking, retirement eligibility, Section 6039 reporting, Online grant agreements, ESPP enrollment, ISO/ESPP disposition tracking, month, quarter, and year-end close
- Provide reports to legal, internal auditors, tax, payroll, finance/accounting, HR and other business partners
- Monitor cash flow for foreign disbursement accounts
- Prepare/File Section 16 Forms 3, 4, and 5
- Reconcile and audit new grants and terminations
- Implement Lean Six Sigma process improvements
- Presenter for new hire orientations
Senior Equity Compensation Consultant
Stock & Option Solutions (SOS)
01.2007 - 01.2010
- Provide a broad range of client assistance with processing ESPP, option exercises and RSA/RSU transactions which include direction on reporting requirements to captive brokers, outside brokers, transfer agents, as well as corporate HR, payroll, tax, legal, and finance departments
- Offer advice/training to stock administrators on the use of all facets of Equity Edge modules, maintaining broker relationships, respond to employee inquiries regarding stock plans, enrollments, purchases, dispositions and reconciliations
- Employee of the Quarter Q3 2008, Employee of the Year 2008
Senior Corporate Support Analyst
E*TRADE FINANCIAL
01.2000 - 01.2006
- Support services to a broad range of select clients that utilized Equity Edge software
- Offered assistance with technical and legal reporting issues associated with the management and execution of corporate stock equity plans
- Assisted clients with Forms 3, 4, and 5 insider transactions, trading inquiries, settlements, and daily broker related system maintenance
- Handled client escalations while playing key role training for associates
Customer Service Representative II
E*TRADE FINANCIAL
01.1998 - 01.2000
- Place broker assisted trades for stocks, options, mutual funds, bonds, OptionsLink and Section 16 Executives (Executive Services)
- Review and process mutual fund orders
- Train new brokers
Customer Service Representative I
E*TRADE FINANCIAL
01.1996 - 01.1998
- Lead customer service team in handling all phone and email inquiries regarding account maintenance, transactions and trade discrepancies
- Developed an Option Trading manual for interdepartmental support and provided training for new associates
Dealer Services Representative II
Franklin Templeton Group of Funds
01.1994 - 01.1996
- Support high call volume regarding processing mutual fund transactions, inquiries, account information and discrepancies
- Process monetary transactions, research adjustments, and phone statistics
- Department and Commitment to Quality ACE Trainer
- Employee of the Month October 1994
Timeline
Manager, Stock Administration
Gilead Sciences
01.2010 - Current
Senior Equity Compensation Consultant
Stock & Option Solutions (SOS)
01.2007 - 01.2010
Senior Corporate Support Analyst
E*TRADE FINANCIAL
01.2000 - 01.2006
Customer Service Representative II
E*TRADE FINANCIAL
01.1998 - 01.2000
Customer Service Representative I
E*TRADE FINANCIAL
01.1996 - 01.1998
Dealer Services Representative II
Franklin Templeton Group of Funds
01.1994 - 01.1996
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