Michael Jacobson, MBA, CEP

• Partners with cross-functional teams and works autonomously to administer a global equity plan for 14,000+ participants across 14 countries, ensuring precise and timely processing of RSUs, stock options, releases, mobility events, and terminations • Manages executive and Section 16 officer share ownership, including compliance with EDGAR filings, 10b5-1 trading plans, share ownership requirements, overseeing the filing over 500 Form 4s annually. • Builds Excel macros and custom Shareworks reports to automate equity administration tasks, reducing manual work and improving operational efficiency and data accuracy • Assists in preparing quarterly and annual SEC filings and disclosures, ensuring compliance with regulatory requirements and accuracy in financial reporting • Delivers exceptional customer service to employees and internal stakeholders by promptly addressing inquiries on a broad range of equity award-related topics

• Led a team of 9 Client Success Managers responsible for the service and satisfaction of Large market corporate clients • Execute and reconcile daily equity transactions, ensuring accuracy in handling exercises, restricted stock events, SARs, dividends, and ESPP activity. • Provide proactive client communication and support to address complex inquiries and topics

• Led a 12-member virtual team responsible for end-to-end ownership of domestic and international account operations for 140+ public and private companies • Reduced account opening cycle times from 40+ days to <5 day in under 6 months • Developed plan-level reporting of participant contact rates for quarterly service reviews, spanning 50 users; achieved 100% adoption rate within three months • Prepared and presented performance scorecards, emerging risks, business recommendations, and industry trends to facilitate senior management discussions • Project stream lead for new email/chat software resulting in client usage increase of 145%