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Denver: September 2018 Meeting

September 18, 2018

12:00 Noon


Event Contact

John Barringer
720-354-3858

Location

IHS Markit
15 Inverness Way East
Englewood, CO 80112
 
Global Mobility

Event Details

What is a mobile employee and how does it impact stock plan administration?


Presented by E*Trade

Speaker Information

Dan Losito, CEP – Senior Relationship Manager, E*TRADE Financial Corporate Services, Inc.
Dan is a Relationship Manager for E*TRADE Corporate Services located in Dayton, OH where he is responsible for creating a positive partnership between E*TRADE and his assigned strategic clients.  He has worked in a number of different roles in his 13 years in the financial industry.  Most recently he was Senior Stock Admin at Motorola Mobility and Google Inc.  Prior to his time on the issuer side, he spent 6 years in the Stock Plan Services organization at Fidelity Investments.   Dan is a Certified Equity Professional, obtained a bachelor’s degree from the University of Dayton, and an MBA from Xavier University.

Barbara Gunnufson, CEP – Consulting Manager, E*TRADE Financial Corporate Services, Inc.
Barbara recently joined E*TRADE Corporate Services as a Consulting Manager in the Advanced Solutions group. She assists E*TRADE clients in stock plan administration and training, process improvement and software integrations. Barbara has spent six years as a stock plan administrator on the issuer side and over twenty years managing payroll operations. Barbara is a Certified Equity Professional and holds a bachelor’s degree of Business Management from Metropolitan State University of Denver.
 


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