Krystal Barker Buissereth, CFA
Krystal is an Executive Director, a CFA® charterholder and the Head of Financial Wellness at Morgan Stanley. Financial Wellness is part of a new Morgan Stanley at Work suite of financial solutions, which include Retirement, Financial Wellness and the equity management offering, Shareworks by Morgan Stanley. Financial Wellness provides personalized financial education, advice and solutions to help employees of Morgan Stanley's clients improve their financial knowledge and as well as identifying their needs.
Prior to joining Morgan Stanley, Krystal held a number of leadership roles on the Digital Strategy team at Goldman Sachs providing strategic leadership for the development of new product and service offerings across employer financial wellness programs and direct to consumer wealth management services for the Ayco and Goldman Sachs wealth management businesses. Prior to joining Goldman Sachs, Krystal was a business development strategist for the head of Deutsche Asset & Wealth Management focused on accessing growth and cost saving opportunities for the Division. Before her role at Deutsche Bank, Krystal was an investment banker at Lehman Brothers/Barclays, executing capital markets transactions for the Firm's most strategic clients.
Krystal serves as a New York Board Trustee of the Point Foundation, an organization dedicated to the empowerment of promising LGBTQ students through scholarship funding and leadership training. Krystal earned her MBA with Honors from The Wharton School of The University of Pennsylvania and her A.B Cum Laude in Mathematics & Economics from Bowdoin College.
Laura Balma, CEP
Laura Balma is currently Sr. Manager, Global Equity for Five9, Inc. Laura manages the company's global stock plan operations and has over 20 years of equity compensation plan experience working for multi-national public companies. She has held positions at Polycom, Ross Stores, Documentum (EMC Corporation), and has worked as an independent consultant. She has expertise in many facets of Equity Administration including Global Stock Plan Management, SEC filings, 10b5-1 Plans, Employee Education, and experience in global equity compliance in over 45 countries. She recently completed a successful migration of Five9's stock administration platform to Shareworks. Laura received her Certified Equity Professional (CEP) designation in 2005 from Santa Clara University.