CLASS OF 2024

I’m an equity professional with an authentic enthusiasm to drive meaningful results to my team and larger organization. With a proven track record as a cross-functional contributor, I am continually energized by opportunities to collaborate, find strategic solutions to challenging situations, and develop from those around me. Specialties: Equity Edge Online, EquiView, Section 16 Filing, 10b5-1 Plans, SOX Compliance, ESPP Management, ADP, Bamboo HR, Workday, SAP, Kronos, AP/AR, Commission Reconciliation, Union/Non-Union Employee Relations, HR Employment Recordkeeping & Documentation.

I am a seasoned accountant with over a decade of experience, currently serving as the Global Equity Lead at The Coca-Cola Company, based in Drogheda, Ireland. In this role, I have been pivotal in overseeing the successful rollout of the Global Employee Stock Purchase Plan (GESPP) across 38 countries. My expertise lies in managing complex, large-scale projects and driving transformational initiatives that enhance employee engagement and organisational equity. 

With a strong focus on continuous learning and professional development, I have designed and implemented new platforms, collaborated with HR, legal, and finance teams globally, and ensured smooth employee enrolment and support for the GESPP. 

My earlier roles at Coca-Cola included leading payroll service projects across EMEA and managing Defined Benefit Plans, showcasing my ability to navigate various facets of financial operations.

Before joining Coca-Cola, I held key positions at International Fund Services, a State Street company, where I gained valuable experience as a Senior Associate and Fund Accountant. Academically, I hold an ACCA qualification and a Bachelor's degree in Accounting and Business/Management from Dublin Institute of Technology.

Outside of work, I maintain a keen interest in football and, until recently, played at a competitive level. I enjoy spending quality time outdoors with my partner, daughter, and dog.

Danielle Roseland, ECA is a Franchise Stock Plan Relationship Manager at Morgan Stanley at Work located in New York City and a GEO Future Leader of Global Equity. 

Danielle started with Morgan Stanley in 2019 and has over 15 years of experience in financial services. She builds and maintains strong relationships with her clients and internal partners.  She identifies and communicates customer needs to help ensure customer satisfaction while also addressing and resolving customer concerns and issues.  She is strategic and creative when problem solving areas for improvement around integrations, participant education, and the administrator and participant experience.  She is passionate about supporting and partnering with her clients to help them achieve their goals and initiatives.  

Prior to joining Morgan Stanley, she worked at Goldman Sachs and Merrill Lynch within Equity and Credit Derivatives back office and front office teams.  She was promoted to Vice President at Goldman Sachs while managing her own accounts, training new hires, and actively enhancing processes and procedures. 

Danielle is currently an ECA who passed level 2 and is pursuing her Certified Equity Professional (CEP) designation.  She is a Registered Rep and holds her Series 7 and 63 licenses and is a keynote speaker. Danielle has a Bachelor of Arts in Integrative Arts from Pennsylvania State University.  She is based in New York City. 

I am passionate about employee share ownership and its benefits for both individuals and corporations. My career has been dedicated to working in Employee Share Plans, and I am eager to continue in this industry, helping to shape the future of Global Equity and providing best practice, peer analysis and market insight to the Global community. I hold a Cert. ESP qualification in Employee Share Plans.

I have been fortunate enough to gain experience in many areas of Employee Share Plans to date. I spent several years building a scalable Share Plan communication product to support share plan issuers with educating employees and increasing participation in all-employee plans. I also was part of a team that delivered an industry-first personalised video campaign for a global audience to better help executives understand the value of their discretionary awards.

I then moved into a consultative role which enabled me to support issuers in launching new global share plans, both for all employee and executive populations. I worked with colleagues across the globe and within the GEO community to achieve successful roll-out of share plans. My work also spanned companies looking to introduce share plans as part of a major IPO, enabling me to work closely with clients, legal advisors, and IPO specialists to deliver several complex, global, and cross-border IPO projects which delivered equity to employees.

I have been a member of GEO since 2017 and have proudly served on the UKCI GEO Chapter Team since 2021. In this role, I have taken on increased responsibilities for strategy, business development, and leading our UKCI logistics, contributing to some of our most well-attended events in the GEO UKCI team.

I have attended GEO events as part of my professional development, including the Annual Conference in Edinburgh in 2023 and GEO PERE events in London and Berlin. These experiences have reinforced my pride in being part of the equity community and motivated me to continue my work in the share plans industry. At the Berlin GEO PERE event in 2023, I had the opportunity to speak on two panels, gaining valuable experience in delivering content aligned with attendees’ needs and requirements.

I am excited at the prospect of joining the GEO Future Leaders Program as I believe it will provide a platform to expand my knowledge, network and expertise in employee equity and help me contribute to shaping the future of GEO and the employee equity industry.

Jordan Dorich is an accomplished equity compensation professional with a passion for data and analytics. Currently serving as the Rewards Analytics & Reporting Lead at Arthur J. Gallagher & Co., Jordan is accountable for executive compensation reporting, equity analytics and compensation modeling.

Throughout his tenure with Gallagher, Jordan has been instrumental in producing Compensation Committee materials, proxy and SEC reporting tables and developing scorecards to measure Gallagher’s equity efficiency and effectiveness. His work provides invaluable insights into executive compensation practices and their alignment with corporate performance. Under his guidance, Gallagher's two executive wealth programs have achieved significant growth.

Jordan’s passion for data analytics has led him to spearhead numerous successful projects, including a company-wide risk retention analysis and analyzing the retentive nature of long-term incentive plans. His ability to adapt to rapidly changing environments and leverage emerging technologies has been a key factor in his success.

Jordan's contributions to the field have been recognized by the Global Equity Organization. He served as a member of the GEO Next Gen Taskforce in 2018 and was honored with the GEO Star award in 2020. Furthermore, Jordan's dedication and expertise have also earned him the distinction of being selected as a Future Leader of Global Equity in 2024.

Jordan holds a degree in Finance and Economics from Western Michigan University.

Becoming a Future Leader of Global Equity represents a natural progression and a profoundly fulfilling opportunity for me, driven by my extensive experience and dedication within the financial services industry, particularly in equity compensation. With a career spanning 12 years in financial services, I have immersed myself in the intricacies of equity compensation, focusing exclusively on this discipline for the past 8 years. This focused tenure has enabled me to cultivate a nuanced understanding of how equity plan structures profoundly impact both individuals and organizations. My commitment to this field has spurred continuous innovation, as I actively explore novel strategies to optimize equity plans aligned with organizational objectives.

In aspiring to assume a leadership role within Global Equity, I am poised to leverage my comprehensive experience and passion to effect meaningful global change. I possess a proven track record of successfully leading teams in equity compensation, adeptly navigating complex regulatory landscapes, and fostering collaborative relationships pivotal to achieving shared goals.

Beyond technical proficiency, my leadership ethos is anchored in principles of empathy, integrity, and a steadfast dedication to ongoing growth and development. I believe in leading by example, empowering colleagues, and advocating for diversity of perspectives.

In summary, my 12-year journey within the financial services industry, specializing in equity compensation and guiding numerous clients through IPO processes, underscores my qualifications and preparedness to serve as a future leader of the Global Equity Organization. I am eager to contribute my expertise, insights, and unwavering commitment to this industry, and I would be honored to participate in shaping the future leadership landscape of our industry.

Lewis advises on all aspects of global incentive plans, including the design, implementation and operation of executive and employee incentive plans. Lewis advises a number of FTSE 100, multinational listed companies and large private companies on their legal, tax and governance requirements in respect of their incentive plans. Lewis also has experience advising on tax qualified and non-tax qualified incentive plans, corporate transactions and reporting obligations. 

Lewis has been recognised as a “Future Leader” of the incentives industry by the Global Equity Organisation. 

I joined Baker McKenzie’s Global Compensation & Benefits tax practice in March 2023, after nearly three and a half years at a Big-Four firm’s Employment Tax practice.

As a tax advisor at Baker McKenzie, I specialize in global Compensation and Benefits, focusing on executive, equity-based, and expatriate compensation. I assist national and multinational corporations in various sectors, such as finance, tech, telecom, and pharmaceuticals, in crafting reward packages that align with their strategic objectives. My role ensures compliance with tax, legal, and corporate governance regulations, providing integrated, efficient, and practical solutions to complex matters with a client-centric approach.

My working style is driven and proactive, thriving on solving complex problems and delivering pragmatic solutions to stakeholders, allowing me to demonstrate my value effectively.

In addition to my role at Baker McKenzie, I am a freelance author for a Dutch publisher specializing in professional tax literature. I write commentaries on legal provisions for Dutch wage tax purposes, particularly focusing on employee stock options.

Furthermore, I am also passionate about contributing to the evolution of global equity and believe the Future Leaders program will provide a unique platform to do so.

Nicole Thomas, CEP, is a seasoned Lead Stock Plan Administrator at Shopify, bringing over a decade of specialized experience in equity administration. 

At Shopify, Nicole expertly manages the daily operations of the company’s global equity plan, overseeing equity grants for more than 10,000 employees and spearheading comprehensive employee education initiatives. She is also instrumental in ensuring regulatory compliance with global policies, particularly in managing equity compliance for Shopify’s mobile workforce. Recently, Nicole played a pivotal role in the complete revamp of Shopify’s compensation program.

Before her tenure at Shopify, Nicole served as Assistant Vice President of Business Development at Morgan Stanley in New York City. In this role, she collaborated with a diverse array of organizations on their equity compensation strategies, with a particular focus on C-Suite executive services, Section 16/Rule 144 transactions, and the implementation of 10b5-1 plans.

Nicole holds a Bachelor of Business Administration degree from Roanoke College in Virginia and earned her Certified Equity Professional (CEP) designation in 2018.

My journey in equity began in 2017 after a decade in Financial Services and Private Equity/Venture Capital banking. Looking for something new, I made the jump into equity—and quickly found a space that was both dynamic and impactful.

I started on the vendor side with Shareworks by Morgan Stanley, managing a diverse book of business and building a strong foundation in equity plan administration. I later transitioned in-house, supporting a private company through its transition to the public markets and gaining valuable experience as its equity programs evolved.

Today, I’m with Dutch Bros Coffee, where I help build and scale equity programs in a fast-paced, high-growth environment. I’m passionate about making equity more accessible and meaningful for employees and enjoy partnering across teams to bring that to life.

Vanda started her career at Deloitte Hungary, in Global Employer Services, focusing on mobile employee taxation, before moving to London in 2016 joining Deloitte’s Incentives & Rewards team where her journey in the share plans world begun.

She advised many multinational companies on designing, implementing, and operating global incentive plans which is attractive to employees, practical to manage and good value for the company’s shareholders.

In January 2022, Vanda joined Nokia where she currently works as a Senior Equity Program Manager. She is responsible for running Nokia’s global long-term incentive plan and all employee share purchase plan across more than 90 jurisdictions as well as leading the Equity Team.

Vanda has acquired an extensive legal and tax technical knowledge in relation to equity income and cross-border employee taxation while also working together with multiple stakeholders, including, HR, payroll, finance, legal and reward specialist.

She successfully completed Tapestry’s Certificate in Employee Share Plans course accredited by the Chartered Governance Institute UK & Ireland (CGIUKI) and presented at multiple industry events on equity compensation related topics.

In her spare time she loves traveling and live music events or playing tennis.