Devin Parkinson
West Haven,UT
Summary
Focused Finance leader with demonstrated success leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to changing markets.
Overview
8
8
years of professional experience
Work History
Assistant Vice President
E*TRADE from Morgan Stanley
11.2022 - Current
- Oversaw change management initiatives, ensuring smooth transitions during periods of organizational restructuring or process improvements.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
Team Lead
E*TRADE from Morgan Stanley
11.2021 - 11.2023
- Subject matter expert and leader of a team of Relationship Managers including coaching and training current and all new hires into stock plans.
- Improved team productivity by implementing efficient project management strategies and streamlining communication channels.
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
- Managed risks and mitigated potential issues through proactive planning, monitoring, and timely decision making.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Stock Plans Relationship Manager
E*TRADE
06.2020 - 11.2021
- Teach various processes to employees of over 1000+ companies regarding RSU's, ESPP's, Stock Options, SAR's and more.
- Explained Finance Industry education to a wide variety of customers from basic to advanced.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
Executive Services Relationship Manager
Fidelity
08.2015 - 01.2018
- Handling inbound/outbound calls and messages regarding equity compensation.
Education
General education courses -
Weber State University
Equity Compensation Associate -
Santa Clara University
11.2020
Web Development -
University of Utah
04.2018
Skills
- Policy Compliance
- Consulting
- Recruiting and Hiring
- Process Management Oversight
- Effective Relationship Building
- Coordination of Administrative Activities
- Strategic Planning
- Public Speaking
- Staff Management
- Project Management
- Team Building
- Corporate Communications
- Leadership Development
- Performance Management
- Customer Service Management
- Risk Management
- Decision Making & Judgment
Volunteer Experience
- Church service mission, Cape Verde, 2010, 2012
- Soccer training, Strikers Soccer Club, 2009, 2016
Timeline
Assistant Vice President
E*TRADE from Morgan Stanley
11.2022 - Current
Team Lead
E*TRADE from Morgan Stanley
11.2021 - 11.2023
Stock Plans Relationship Manager
E*TRADE
06.2020 - 11.2021
Executive Services Relationship Manager
Fidelity
08.2015 - 01.2018
General education courses -
Weber State University
Equity Compensation Associate -
Santa Clara University
Web Development -
University of Utah