Advisory Panel Member Profile

Kelly Geerts

Senior Director, Advanced Solutions

Areas of Expertise:

Customer Experience Strategy, Your Customers, Their Journey, Customer-Focused Innovation, Customer First Culture, Accelerate & Improve Decisions with Data, Customer Experience in your Organization-Navigating Politics of Change

With more than two decades of experience in deploying end-to-end equity best practices on the issuer side, both strategically and operationally, I bring a practical approach to a broad range of equity administration processes. As the Senior Director of E*TRADE's Advanced Solutions team, I am focused on process optimization, enabling my clients to reduce internal risks and scale their business by building efficiencies. 

During my tenure at Apple, I managed the global process and strategy for Apple Inc's equity and payroll programs. I focused on overall process improvement initiatives, such as implementing and managing automated global mobility taxation procedures, to support Apple's rapid growth, ensure global compliance, build flexible tools and uncover opportunities for measurable efficiency gains. I also actively participated in M&A decisions involving equity acquisitions.

I am an active participant in the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO), and a past presenter at both NASPP and GEO's Annual Conferences. I am a second-time board member of GEO and a former member of ETrade's Client Advisory Board and NASPP's Austin Chapter Board.

I received a BBA in Business Management from the University of Texas at Austin and am a Certified Equity Professional (CEP) through Santa Clara University.

Specialties: Stock plan operations process, strategy and control design, global mobility taxation, M&A equity acquisitions, RFPs and vendor management, payroll and equity accounting. 

---

Digital Badge (Copy to share)

---

---