Andrew Schwartz, CPA, CEP Vice President, Computershare
Andrew manages Computershare's Executive Services team, responsible for all Rule 144/Section 16 equity sales and 10b5-1 plans for the employee plan and investment plan businesses. In addition, he serves as a lead advisor to Computershare's US Plans business, as well as the equity compensation industry, on tax and regulatory issues. He is a frequent speaker at industry events and on webinars.
Andrew earned an M.B.A. in Taxation from the Stern School of Business at New York University, and a B.A. from the University of California at Davis. He is a Certified Public Accountant, Certified Equity Professional, and holds FINRA series 7, 24, 27, and 63 securities licenses. He received a 10-year service award from the NASPP in 2017.