Kristin Anderson
Summary
Dynamic individual with hands-on experience in equity compensation and talent for navigating challenges. Brings strong problem-solving skills and a proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Executive Platinum Relationship Manager, Executive Services
E*TRADE FROM MORGAN STANLEY
12.2020 - 03.2025
- Managed the equity compensation experience for a book of 800+ C-suite executives across a variety of large companies, including international participants
- Provided a top tier service experience, education, trading expertise, and access to advisory resources with Morgan Stanley's Wealth Management team to help clients meet their financial goals
- Worked with corporate partners to facilitate pre-clearance and ensure adherence to insider trading rules, SOX and best practices
Senior Stock Plan Consultant
FIDELITY INVESTMENTS
08.2019 - 12.2020
- Educated stock plan participants, including executive-level employees, on their employer's equity compensation plan
- Identified areas of engagement opportunity to grow revenue & help clients with their financial goals
- Worked with corporate partners to facilitate pre-clearance and ensure adherence to insider trading policies and best practices
Stock Plan Associate
FIDELITY INVESTMENTS
08.2018 - 08.2019
- Assisted employees of 500+ companies in understanding their employer's equity compensation plan
- Facilitated the navigation of online tools, resolved questions and technical issues, placed equity trades
Customer Relationship Advocate
FIDELITY INVESTMENTS
11.2017 - 08.2018
- Strengthened customer loyalty by smoothly and efficiently guiding clients through financial transactions such as: retirement distributions, transfers of assets, mutual fund trading, automatic investments and more
- Facilitated smooth web navigation, secure profile setup, resolved account questions and ensured resolution of outstanding needs
Data Quality Manager
EXPERT VOICE
10.2012 - 03.2017
- Held responsibilities for analyzing data using various software tools including, Tableau, MS Excel, Google Analytics, Salesforce Analytics Cloud, and Pentaho
- Used data findings to improve operational processes
- Supervised 7 analysts
Cost Basis Operations Associate
MORGAN STANLEY
12.2009 - 10.2012
- Educated internal business partners on current cost basis regulations and compliance
- Trained new analysts on proprietary data tools, managed a large workflow with appropriate prioritization, reviewed and updated client financial accounts to ensure accuracy of transaction history and adherence to current IRS regulations
Financial Advisor
AMERIPRISE FINANCIAL
04.2008 - 05.2009
- Assisted individuals and families in developing a comprehensive financial roadmap to achieve their goals
- Recommended and sold a variety of financial products, as appropriate
- Consistently tracked progress, adjusted recommendations to maximize benefits, and held quarterly client meetings
Education
Bachelor of Arts - Sociology
University of Utah
Salt Lake City, UTSkills
- 7 years of equity compensation experience
- Experience with RSU, PSU, ESPP and Stock options
- Familiar with SOX compliance and taxation
- CEP Level 2
- Experience with Equity Edge Online, Shareworks, and Fidelity stock plan software
- Excellent communication, organization, and analytical skills
- Proficient in Microsoft Office Suite
- Strong relationship building skills
- Skilled in prioritizing
- Great work ethic
Certification
- CEP Levels 1 and 2, with Level 3 scheduled for May 2025
Languages
English
Native or Bilingual
Spanish
Full Professional
Timeline
Executive Platinum Relationship Manager, Executive Services
E*TRADE FROM MORGAN STANLEY
12.2020 - 03.2025
Senior Stock Plan Consultant
FIDELITY INVESTMENTS
08.2019 - 12.2020
Stock Plan Associate
FIDELITY INVESTMENTS
08.2018 - 08.2019
Customer Relationship Advocate
FIDELITY INVESTMENTS
11.2017 - 08.2018
Data Quality Manager
EXPERT VOICE
10.2012 - 03.2017
Cost Basis Operations Associate
MORGAN STANLEY
12.2009 - 10.2012
Financial Advisor
AMERIPRISE FINANCIAL
04.2008 - 05.2009
Bachelor of Arts - Sociology
University of Utah
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