Financial year-end can be a chaotic time for stock plan admins. There’s always a long list of things to do, with never enough time for everything and potential pitfalls lurking around every corner… but it doesn’t have to be that way. Equity professional Georgina Lai, who has previously led equity programs at Pinterest, Reddit and Instacart, and worked on Meta’s (formerly Facebook) transition from private to public, joins host Chris Dohrmann on our Prosperity at Work podcast to share ins...
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Financial year-end can be a chaotic time for stock plan admins. There’s always a long list of things to do, with never enough time for everything and potential pitfalls lurking around every corner… but it doesn’t have to be that way. Equity professional Georgina Lai, who has previously led equity programs at Pinterest, Reddit and Instacart, and worked on Meta’s (formerly Facebook) transition from private to public, joins host Chris Dohrmann on our Prosperity at Work podcast to share ins...
S04 E08: Wealth strategies: the executive's guide to personal finance
Prosperity at Work
19 minutes
4 months ago
S04 E08: Wealth strategies: the executive's guide to personal finance
You might assume that all C-suite executives know every detail of their equity compensation package and are fully on top of their long-term financial planning. In fact due to their demanding positions these execs often don’t have the time or mental bandwidth to track every detail and nuance of their equity awards. That’s why providing assistance and support is so important. Bob Fritz, Head of Executive Advisory at JP Morgan Private Bank joined our Prosperity at Work podcast hosts ...
Prosperity at Work
Financial year-end can be a chaotic time for stock plan admins. There’s always a long list of things to do, with never enough time for everything and potential pitfalls lurking around every corner… but it doesn’t have to be that way. Equity professional Georgina Lai, who has previously led equity programs at Pinterest, Reddit and Instacart, and worked on Meta’s (formerly Facebook) transition from private to public, joins host Chris Dohrmann on our Prosperity at Work podcast to share ins...
