THE 2026-27 GEO BOARD NOMINEES

I am interested in joining the GEO board because I am passionate about advancing the equity compensation profession and contributing to the continued growth and impact of the global equity community. Throughout my career, I have worked closely with organizations navigating complex equity compensation challenges, including employee education, compliance, governance, IPO readiness, and operational strategy. These experiences have given me a strong appreciation for the critical role GEO plays in connecting professionals, promoting best practices, and elevating the industry as a whole.

I would welcome the opportunity to bring both a practitioner’s perspective and a strategic mindset to the board. I am particularly interested in helping drive initiatives focused on education, industry advocacy, member engagement, and the evolution of equity compensation practices in an increasingly global and complex environment. I believe strong collaboration and knowledge-sharing across the industry are essential, and I value GEO’s role in fostering those connections.

In addition to my professional experience, I am eager to be an active and engaged contributor who can help support GEO’s mission, strengthen its member community, and help shape the future direction of the organization. Serving on the board would provide an opportunity to give back to a profession that has been a significant part of my career while also helping create meaningful value for current and future members.

I have been involved in GEO since 2005 and been serving as Board Member since 2019, finishing my 7th years in June. In aligning with one of GEO’s business development goals, it is my priority to reinvigorate the existing The Greater China Chapter in 2026 with new young and energetic committee members, including Bank of China International to recruit share plan impacted companies as GEO members. Mid range objective is building a strong platform to set up chapters in main focus countries, including China, Singapore and Japan, expanding GEO Bootcamp to Asia countries, and host a Regional Conference in Asia in 3 years.

In addition, it is my plan to bridge the employee ownership knowledge gap to local high level education including profession development, HR community and university curriculum for future professional development.

Will also plan to work with Rutgers University and GEO for industry related research/survey which to be issued under GEO’s brand.

Ultimately, my main goal is to assist GEO to build the organization branding and expanding membership in the Asia region.

I am applying to the GEO Board for the second consecutive year, and my conviction in this organisation has only grown. GEO has helped shape my career and the careers of countless equity professionals I have worked alongside; the chance to contribute to GEO's community is something I remain genuinely committed to, regardless of how many cycles it takes.

Over the past 15 years across Computershare, Link Group (MUFG), Solium/Shareworks, Morgan Stanley, and now Qapita, I have worked with issuers at every stage of their equity journey, from helping founders issue grants for first hires to multinationals running global programs for tens of thousands of employees. Based in Sydney and now Singapore, my work has covered APAC, EMEA, and North America, and has spanned both private and public markets.

I was scheduled to bring this international perspective to Austin as the Southeast Asia/India panelist on "The State of Global Equity in 2026." Unscheduled surgery the week prior unfortunately prevented me from travelling. The session's themes (regional regulatory shifts, mobile and international workforces, the technology reshaping equity administration) are the same ones I want to help GEO members navigate over the coming years through chapter content, written contributions, and connecting members across our region.

Past Board Members, including Hamish Wallace and Joanna Mak during my time in Australia, have demonstrated what a regional voice on the Board can do for local ecosystems. I would like to play a similar role for APAC.

If elected, I would focus on three areas:
1. APAC chapter and programming expansion: building on GEO's Greater China Chapter and the India Chapter launch I supported, to develop a more connected presence across India and Southeast Asia.
2. Private and public company perspectives in parallel: much of GEO's content rightly serves listed-company practitioners, but the equity conversation increasingly includes pre-IPO and VC-backed issuers. I have led work across both and would bring that dual lens to the Board's strategic discussions.
3. Education, mentorship, and community building: I actively mentor founders and operators through accelerators across Asia, embedding employee ownership at the earliest stages. I would extend that commitment to GEO's content, chapters, and member engagement.

I fully accept the time, travel, and other commitments set out in the Board Member Expectations Statement. It would be a privilege to serve.

Throughout my career in the share plans industry, GEO has consistently stood out as the organisation with the greatest impact, relevance, and drive. Both during my years working with service providers and in issuer side leadership roles, GEO has remained the centre of excellence for our profession—recognising innovation, setting standards, and fostering a truly global community of practitioners.
Having worked across both sides of the industry, I bring a balanced and practical perspective on the challenges and opportunities facing share plans today. This experience allows me to contribute thoughtfully to GEO’s strategic direction, ensuring that its initiatives continue to support issuers effectively while also reflecting the realities faced by service providers.
My involvement with GEO has been an active one. Over the past two years, I have served on the leadership team of the GEO Spanish Chapter, where I have seen firsthand the value of strong local engagement aligned with a global vision.
In an environment that is evolving rapidly—driven by regulatory change, market complexity, increasing employee expectations and advancement in technology—I am motivated to bring fresh energy and constructive ideas to the Board. My aim would be to help GEO respond proactively to these changes, strengthen engagement with its diverse membership, and continue to grow as the leading global voice for equity compensation.

It would be an honor to continue my membership on the prestigious GEO board. I joined the board in 2018 and became co-chair of the Academic and Government Council. In 2023, I was reelected to the board becoming Chair of the Academic and Government Council and joined the GEO Fellows and Content and Education Committees. As Chair and co-chair of the Academic and Government Council I managed three major research studies on behalf of GEO including the “2025-2026 and 2023-2024 Global Share Plans Ranking Studies” and the “2019 Conducting Research in Compliance with the EU General Data Protection Regulation (GDPR) Report.”
I also designed and delivered two educational programs for the Future Leaders of Global Equity Class of 2024 and 2025: Thought Leadership Project. And presented over 14 sessions at various GEO events on multiple equity compensation topics. In 2024, I received the Global Equity Organization Judges Award for exceptional achievements in the global equity shares plan industry.
Currently I am a Professor at Rutgers University and the Executive Director of Rutgers Institute for the Study of Employee Ownership and Profit Sharing. I have published many research reports for the practitioner community, and peer-reviewed papers in prestigious academic journals and am a frequent speaker at national HR and business conferences.
Prior to joining Rutgers, I worked for over twenty-five years in multiple senior Human Resource Management positions at Merrill Lynch and Manufacturers Hanover Trust where I designed human resource strategies and practices that supported both individual business groups and the global enterprise.
I strongly believe in GEO’s mission and am committed to helping GEO continue being a leader in this exciting and important field of study. Thank you for considering me!

I am seeking the opportunity to serve as a Board Member of the Global Equity Organization because I am deeply aligned with its mission to advance the global equity compensation industry through collaboration, education, and the open exchange of ideas across a diverse, international community. GEO plays a critical role as a global forum for sharing best practices, insights, and innovation across the many dimensions of equity compensation.

With over 25 years of experience in equity compensation and leadership at Morgan Stanley, I bring a unique combination of scale, perspective, and execution. In my current role leading over 3,200 corporate client relationships within Morgan Stanley at Work, I have worked extensively with U.S. and multinational organizations navigating the full lifecycle of equity programs—from design and implementation to global compliance, participant experience, and digital transformation.

I believe I can add value to the GEO Board in several meaningful ways, but most notably by bringing the service providers together to help collectively elevate GEO to new levels. Beyond my professional experience, I am passionate about giving back to the industry that has shaped my career. Serving on the GEO Board would be an opportunity to contribute to the continued growth, innovation, and influence of a community that plays a vital role in shaping the future of global equity compensation.

I would be honored to bring my experience, energy, and commitment to help GEO continue to lead as the premier global voice for equity compensation professionals.

I am seeking to join the GEO Board of Directors because I believe deeply in the power of community, shared expertise, to advance the equity compensation profession. With over 20 years of hands-on experience — across high-growth startups, global public companies, financial services firms, and independent consulting — I have lived the full breadth of what stock plan professionals face every day: regulatory complexity, cross-functional pressure, technology transformation, and the ongoing challenge of educating and engaging a global employee population around the value of their equity.

GEO has been a place where practitioners like me are able to find not only best practices and technical guidance, but also the peer connections and opportunities for professional development that sustain long careers in this niche field. I want to contribute meaningfully to that mission. As a board member, I would bring a practitioner’s lens to questions of programming, advocacy, and member engagement — drawing on experience managing global equity programs at scale, navigating multi-jurisdictional compliance, and building bridges between issuers, service providers, and regulators.

For reference, global equity administration is not a specialty I occasionally touch — it is the environment I operate in every day. I have administered equity plans with participants in over 20 countries as a consultant, scaled multi-country operations at WeWork, and currently lead a program spanning 180+ markets at Spotify. I have worked on both the vendor and the client side of the business, and I understand the complexity and nuance of cross-border equity — from mobile employee tax liabilities to country-specific regulatory requirements — and can help ensure GEO’s resources remain globally relevant.

I am particularly passionate about elevating the visibility and recognition of stock plan professionals, supporting the next generation of CEPs and emerging leaders, and ensuring that GEO’s resources reflect the realities of today’s increasingly complex global equity landscape. Joining the GEO Board represents an opportunity to give back to a community that has been instrumental in my own development — and to help shape what this profession becomes for those who come after us. I would be honored to be considered and committed to bringing my full experience, energy, and dedication to this role.

I have grown up within the equity compensation industry. Coming from a family of stock administrators, I have witnessed GEO’s evolution from the front row for years. Now, as the industry enters a new era of consolidation and globalization, I am eager to contribute my unique perspective to the GEO Board of Directors.

My current role as Director of Client Relations at Stock & Option Solutions, recently acquired by Allshares, places me at the intersection of domestic expertise and global expansion. This transition mirrors the challenges many GEO members face today. I am deeply committed to solving the complexities of mobility tracking, global compliance, and international community building. My goal on the Board would be to help GEO bridge the gap between regional administration and truly borderless equity strategy and ownership.

With over seven years of stock administration expertise and a decade-long background in the arts, I bring a non-traditional, "bespoke" approach to problem-solving. I specialize in translating complex regulatory requirements into client-centric solutions and nurturing diverse, cohesive teams across time zones. By joining the Board, I intend to leverage my background to champion creative education, enhance member engagement, and ensure GEO remains the premier global home for the next generation of equity professionals.

I'm interested in serving on the GEO Board because I believe deeply in the organization's mission of promoting broad-based employee share ownership worldwide, and I want to contribute to advancing that mission at a strategic level.

As Executive Director of the equity compensation division at CompIntelligence, I work every day at the intersection of equity plan design, administration, and the real-world challenges companies face in delivering these programs to their employees. My work spans public and private companies, pre-IPO transitions, corporate actions, and cross-functional coordination across HR, legal, finance, and IT — giving me a unique perspective that I believe would be valuable in board-level discussions about the future of the industry.

I've been actively pursuing thought leadership through industry conferences and content creation, and I see GEO as a premier platform for connecting professionals across geographies and disciplines to share best practices. I want to help ensure GEO continues to evolve its programming, education, and community to meet the needs of the next generation of equity compensation professionals — including those at smaller and mid-market companies who may not yet have a seat at the table.

Serving on the board would allow me to give back to a community that has shaped my career while bringing a hands-on, client-facing perspective that complements the diverse expertise GEO's governance calls for.

I am well placed to contribute strategic value through a strong issuer perspective, particularly in representing the UK and Europe and ensuring that GEO’s work remains closely aligned to the realities of operating equity plans at scale. I currently lead equity strategy and delivery within a large, complex organisation across more than 60 jurisdictions, with responsibility for option plans, global employee share purchase plans, UK all employee plans, performance share plans and restricted share units. This breadth of experience spans plan design, governance, shareholder engagement and large scale operational execution, enabling me to bring a practical, commercially grounded lens to Board discussions.

During my time as Head of Equity, our programmes have received external recognition through industry awards for fostering employee share ownership, best plan design and the effective use of technology. Most recently, we delivered a ground breaking global plan to over 50,000 employees, demonstrating how inclusive equity strategy can be delivered alongside strong governance, regulatory discipline and operational rigour. A core strategic priority for my organisation is expanding participation in equity ownership, aligned with government objectives to encourage long term investment and shift savings behaviour away from cash. I bring first hand insight into what genuinely drives participation, how trust and understanding are built, and how issuers balance inclusion with governance, shareholder expectations and regulatory scrutiny.

As a GEO Board Member, I would actively support and promote the organisation by leveraging an extensive and well established network across the UK and Europe. This includes senior leaders within issuer organisations, plan administrators, legal advisers, professional services firms, Big Four specialists, regulators and industry providers. I would use these relationships to strengthen GEO’s engagement, broaden participation in its activities, enhance the relevance of its thought leadership, and support constructive dialogue between practitioners, advisers and policymakers.

I am a Tax Managing Director and have national responsibility for KPMG’s Global Equity Tracker deployment and U.S. services around global equity administration, including integration with major share plan administrators, client HR, and payroll platforms. I bring 30+ years of experience in international tax, technology, and workforce strategy for leading global companies.

I have led many cross-functional initiatives involving complex tax and technology implementations across global tax engagements. GEO has recognized these automation efforts for equity programs in 2011, 2015, 2022, and 2024.

A recognized voice in global equity and mobility, I have written for external publications, speak at major industry conferences and teach at KPMG’s national training.
Since 2015, I have served on the GEO Board, helping to shape strategy and chapters. Elected to GEO Fellow status in 2018 and received the GEO Pioneer Award in 2025 for contributions to GEO and the equity industry.

I am seeking election to the GEO Board to help guide the organization through its next phase of growth. With my experience in global equity, I bring both the backing of a global organization and a strategic perspective on the issues that matter to GEO’s members.

While on the GEO Board, I have focused on strategy, governance, and hands-on leadership, with a consistent emphasis on expanding global reach, strengthening its programs, and enhancing member engagement. My service has included:
• Chairing the Chapter Development Committee (CDC) and growth to 26 chapters
• Serving on the GEO Fellows Committee
• Supporting the GEO Future Leaders Program through sponsorship and instruction
• Sponsoring and oversight to the GEO Share Ranking Study for 2 years
• Serving on the Executive Committee for 2 years

As CDC Chair, I helped expand GEO, prioritizing transparency in membership data, empowering corporate issuers, and service providers in chapter leadership, and promoting in-person engagement to drive learning, networking, and growth. Local chapters are the engine of GEO’s grassroots expansion and essential to bringing new voices into our community.

In my next term, I plan to expand GEO’s presence in new markets (particularly Asia), strengthen the chapters and foster collaboration among issuers, advisors, and service providers to meet evolving member needs. I am enthusiastic and passionate about GEO’s mission and would welcome the opportunity to continue serving.

When I first stood for election to the GEO Board, I did so with a clear purpose, after more than 30 years in the employee share plan market and having seen first-hand the value GEO brings to our profession I wanted to give something back. That purpose remains as strong today as it was then but it is now supported by the experience of serving on the Board and by the impact I have delivered over the past year. My Board tenure has been about action, visibility, and growth. I have worked to strengthen GEO’s reach, relevance, and influence across our industry, always with members and GEO’s long-term success at the centre.

A key achievement has been leading the introduction of the new Ireland Chapter - an important milestone in GEO’s continued expansion. Establishing this chapter has created new opportunities for regional engagement, collaboration, and connection, while strengthening GEO’s presence in a growing market. It reflects my belief that GEO’s future lies in building thriving local communities that contribute to our wider global network. Alongside this, I continue to champion the UK Chapter, helping maintain its momentum and visibility as one of GEO’s strongest regional communities. Seeing the UK Chapter recognised in Austin was a proud moment and reinforced the importance of investing in regional chapters as engines of innovation. Throughout my Board service, I have remained an active and visible voice in the employee share plan community - speaking at GEO events with our clients Sage, NatWest, etc., engaging with members, issuers, and industry partners, and using my extensive network to strengthen GEO’s influence. These relationships enable me to act as both an ambassador for GEO and a bridge to organisations and professionals not yet fully engaged with our community. My professional background spans leading organisations across the share plan ecosystem, including being part of the team that launched British Airways’ global share plan -this breadth of experience continues to inform my contribution to the Board. I am deeply passionate about financial education and employee empowerment.

Ensuring employees are equipped to make informed decisions about their equity holdings remains central to my professional purpose and aligns strongly with GEO’s mission. I am seeking re-election because I believe I can continue and would be honoured to continue to add value through experience, action, and connection.

I have been serving on the GEO board since 2019. I have served on the Executive Committee as the Treasurer and the Secretary and currently sit on the Chapters Committee as a board liaison to several local GEO chapters.

I am passionate about the success of GEO and have been committed to actively volunteering to promote GEO's success even prior to sitting on the board. I am committed to continuing to work with GEO to be the most valued industry organization focused on serving our global equity community.

I look forward to continuing to serve the GEO staff, our members and our community. My role in the industry working at a global provider such as Computershare, provides GEO and its mission with valuable insights into our membership across the globe. I will use my position to continue to push GEO forward!

I would love to continue my work on the board, particularly in developing the chapters and supporting membership growth. Also, since the conference next year is in my hometown of Copenhagen, I would like to assist the organisation in every way possible to ensure success. It is good to have a man on the ground who can speak the local language and, because of my legal background, review contracts, etc. Moreover, having only been on the board for one year, I am only starting to get a hold of how things work.

I believe that the combination of my professional and academic experience place me in a unique position to leverage the mission of GEO and expand equity architectures to firms globally by underscoring the value-added benefits of broad-based equity programs. As both a researcher and a practitioner working with over 500 firms over a twenty-five-year period, I have concluded that equity ownership in both public and private firms is the primary factor in reducing the wealth and income inequality that has emerged in several advanced Western economies. GEO’s brand recognition and its status in the global equity community provides a platform for advancing the benefits of broad-based equity ownership. I am the CEO of Axiom Valuation Solutions, a financial service firm that focuses on the valuation of the capital structures of private firms and Research Director of Work to Own, a non-profit company focusing on measuring the degree to which broad-based equity ownership advances shareholder wealth. Our session at the 27th Global Equity Conference in Austin for the first time presented research results indicating that S&P500 firms that offered broad-based equity programs generated higher abnormal returns than firms that did not. In my view research like this will provide corporate boards with evidence that all stakeholders benefit from offering robust equity architectures across the pay scale.

I am seeking to serve as a Global Equity Organization board member to bring a highly experienced, practitioner-led voice to the future of global equity compensation. With more than 20 years of experience in the industry - including my current role as Strategic Head of Relationship Management at J.P. Morgan's Workplace Solutions' equity compensation business and prior leadership experience at UBS Financial Services - I have consulted leading global organizations on the design, administration and evolution of complex global equity programs.

What differentiates my perspective is a consistent focus on translating plan and operational complexities into strategic initiatives. I have led long-standing client relationships and guided companies through regulatory, operational and employee engagement challenges. I bring practical experience that align with corporate objectives and strategic goals. I work closely with issuers across the globe, including private, public and pre-IPO companies, to create solutions that support evolving workplace and business needs.

I currently lead a client advisory board for 20 global issuers in our Workplace business. As the facilitator of the board, I foster candid dialogue, surface emerging trends, and help shape forward-looking solutions grounded in real-world needs. I also partner with global issuers to develop thoughtful educational content and lead my team of client relationship managers in delivering analytics that identify employee behaviors and trends. These value-add insights foster thoughtful collaboration with companies to make informed decisions that improve employee understanding, participation and engagement in equity compensation programs.

I am particularly passionate about the future of our industry, where innovations, technology and employee experience meet. As a provider across many global issuers, I see that equity compensation remains one of the most powerful, yet underutilized, tools to build wealth. GEO continues to be uniquely positioned to lead in this space and I would like to contribute to advancing the goals across a global workforce.

Beyond my professional experience, I bring a collaborative, accountable leadership style that would make a meaningful impact in shaping outcomes and strengthening GEO's member community. I will particularly work to increase exposure in my community by creating more outlets for membership education and growth.

I am seeking a renewed term on the GEO Board to continue contributing to an organization that has been central to my professional life for more than a decade and to help GEO deliver on its next phase of growth and impact. As a GEO member since around 2012 and a Board member for the past three years, I have seen how GEO’s community, education, and advocacy elevate global equity programs globally. I would like to build on this foundation by focusing on chapter strength, membership growth, and thoughtful execution of GEO’s strategic path forward.

My background is rooted in global tax and equity. I am an Associate Director in Aon’s Equity Services practice, advising multinational companies on global equity compensation, tax, regulatory, and operational issues. My experience spans Big 4 and boutique accounting, the U.S. Internal Revenue Service, and consulting at Aon. This allows me to bring a practical, balanced perspective to GEO discussions, understanding both technical complexity and the real‑world constraints faced by issuers and practitioners.

Over approximately 14 years of involvement, I have served GEO in multiple roles: GEO NorCal chapter member and leader; Board liaison to NorCal, Netherlands, India, and Texas chapters; current Board member; co‑chair of the Content and Education Committee; and member of the Chapter Development Committee, Finance Committee, and inaugural Future Leaders Committee. I have also participated in executive director search efforts and worked with GEO’s strategic consultant to help outline GEO’s strategic path forward.

If re‑elected, I would focus on: strengthening GEO’s chapter network and support for chapter leaders; enhancing GEO’s technical content and education including around global tax, regulatory, and operational aspects of equity; supporting membership growth and engagement through strategic enhancements that deepen member value and help drive sustainable increases in membership; and helping to implement and refine GEO’s strategic plan in collaboration with the Board, chapters, and the executive director.

I bring a collaborative, “working board” mindset, follow through on committee work, and care deeply about developing the next generation of GEO leaders. I would be honored to continue serving GEO and its members as a Board member.