RON DRAGOO
Salt Lake City
Summary
Results-driven professional with a B.S. Finance, Mandarin Chinese minor and Management minor from University of Utah. Current work in equity compensation using standard financial processes and perform fiscal duties that require excellent analysis and judgment. Strong knowledge and demonstrated proficiency in financial database management systems, financial reporting systems, and equity comp. plans; flexible for domestic and international relocation.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sr. Stock Plan Operations
Fidelity Investments
09.2023 - Current
- Conduct streamlined audits and reconciliations of equity data to maintain accuracy, minimize errors, support financial reporting.
- Analyze, administer, and manage equity-based compensation programs.
- Collaborate and consult with cross-functional teams, plan sponsors, clients to implement, maintain, and analyze equity plans.
- Prior experience with complex plan functions; FICA, performance adj., section 16, mobility,etc.
Stock Plan International
Fidelity Investments
07.2022 - Current
- Work with various F500 companies in equity compensation and stock plans, incl. RSU, SOP, ESPP, LTI.
- Service and manage hundreds of employee plans month-to-month (incl. exec/insider/10b5-1).
- Administer plans for international, Chinese-speaking client base in a small team.
- Problem resolution and team development improvements through election into Associate Planning Council.
- Proven dedication to current role is reflected in company awards and employer / colleague recognitions.
Financial Representative
Fidelity Investments
01.2021 - 06.2022
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance, maintaining high-performing KPIs.
- Developed advanced market and product knowledge to share current information while generating and delivering products quotes and financial reporting statements.
- Completed thousands of trades and monetary transactions with 100% trade accuracy.
Sr. Assistant Manager
Domino's PLC
01.2019 - 01.2021
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets, increasing YoY margins by up to 24%.
- Evaluated employee performance and conveyed constructive feedback to improve skills, resulting in multiple awards and in-company placements through tenure.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Legal Intern
Tito Isaac & Co. Law Firm
05.2016 - 07.2016
- Attended court hearings and depositions to take notes and document proceedings.
- Reviewed legal information and proofed documentation for errors.
- Sorted legal documents, filing and case materials in clear, orderly systems.
- Analyzed facts and case law to determine possible defenses for clients.
Education
Bachelor of Science - Finance
University of Utah
Salt Lake City, UT05.2022
Minor - Chinese
University of Utah
Salt Lake City, UT05.2022
Skills
- Vigorous collaborative attitude and team working skills
- Strong speaking skills
- Disciplined demeanor
- Ability to communicate effectively with people of all ages
- Quick adaptation to a changing, fast paced environment
- Native language: English
- Proficiency in Mandarin Chinese language
- Asset Protection
- Risk Reporting
Certification
- Series 7, 63, SIE Certifications - Current
- RMA Credit Essentials Certification - Current
Language Fluency
English
Chinese (Mandarin)
References
Zach Anderson - Corporate Manager - Fultondale, Alabama 35068 - Cell: (+1) 801-949-5970 - Zach.and312@hotmail.com
Lennie Leong - Account Executive - Singapore, Singapore 258386 - Cell: (+65) 8829-2920 - lennie.leong@xero.com
Marla Busha - CEO - 2785 Daybreaker St. Park City, Utah 84098 - Cell: (+1) 435-640-0675 - marla@bouchedesigngroup.com
Maureen Moriarty - Investor - PO Box: 242 | Park City, Utah 84060 - Cell: (+1) 435-901-8919 - moriarty.maureen@yahoo.com
Timeline
Sr. Stock Plan Operations
Fidelity Investments
09.2023 - Current
Stock Plan International
Fidelity Investments
07.2022 - Current
Financial Representative
Fidelity Investments
01.2021 - 06.2022
Sr. Assistant Manager
Domino's PLC
01.2019 - 01.2021
Legal Intern
Tito Isaac & Co. Law Firm
05.2016 - 07.2016
Bachelor of Science - Finance
University of Utah
Minor - Chinese
University of Utah
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