Daniel A. Solomon

Rockville Centre, NY 516-***-****

Email: ad37i7@r.postjobfree.com

BUSINESS OPERATIONS LEADER

Accomplished Senior Director with a robust history in equity administration and strategic client management demonstrating outstanding project management and process improvement skills. Expert in leading high-caliber teams, executing complex projects and fostering enduring customer relationships. Customer service-oriented professional with strong organizational and people skills. Proven record managing and delivering projects on time. Extensive background in Management and Client service. AREAS OF EXPERTISE

Leadership Development Team Management Time Management Project Management Cap Table Management Stock Administration Tender Offers Corporate Transactions Relationship Management Data Analysis Conflict Resolution Process Improvement EXPERIENCE HIGHLIGHTS

RGP, Irvine, CA August 2015 – March 2024

Senior Director, Equity Accounting and Administration

Directed the Public Equity Administration Team responsible for fully or partially outsourced equity administration for 100+ publicly traded companies from small biotechnology companies to Fortune 500’s utilizing multiple service platforms including E*TRADE’s Equity Edge Online (EEO), Shareworks by Morgan Stanley, Charles Schwab’s Equiview, Carta, Certent and Computershare.

Conducted implementations for companies moving onto an equity platform for the first time or converting from one service provider to another.

Balanced the expectations and concerns of Plan Sponsors with those of internal deadlines and competing projects while maintaining a high level of professionalism.

Evaluated end-to-end equity process improvement projects for both private and publicly traded companies, including gathering requirements, providing recommendations, and efficiently implementing changes.

Served as RGP’s IRS Section 6039 reporting and filing (forms 3921 and 3922) resident expert, delivering for over eighty companies including RGP.

Developed educational materials, presentations and employee facing communications.

Negotiated contract extensions, fee increases, new business opportunities and individual projects.

Maintained open dialogue between executive leadership team as well as other internal stakeholders regarding current initiatives.

Built relationships with key external partners to ensure successful implementation of business strategies.

Conducted regular performance reviews and provided feedback to staff members to foster their professional development.

Morgan Stanley, New York, NY August 2006 – August 2015 Strategic Client Manager

Managed a portfolio of Fortune 500 clients who require financial services and products to meet their stock plan service needs.

Managed a book of clients who have a total value outstanding ranging from $1 billion or greater.

Served as the primary point of contact to stock plan clients for all Morgan Stanley Smith Barney issues.

Daily tasks included responding to client e-mails and telephone inquiries, leading regularly scheduled client conference calls, preparing call agendas and open issues lists, drafting technology service requests for systems development, collecting on outstanding receivables, maintaining client event calendar.

Created innovative solutions to complex problems facing clients.

Fostered customer loyalty by ensuring that the clients fully utilize the value of our services and solutions.

Developed and conducted client and participant surveys to measure trends to align product and service roadmap.

Improved overall internal and external client relationships.

Built metrics to achieve attainable goals for all service level agreements.

Hosted weekly calls with internal and external teams to track outstanding items.

Conducted semi-annual onsite service reviews. In preparation for these meetings compile and analyze transactional statistics as well as draft the presentation deck.

Responsible for renegotiating expiring client contracts to maximize the business’ profitability.

Coordinated and ran the weekly client at risk meeting. This meeting brings together the management of several internal departments such as product, processing, technology, etc. so that we can discuss pending client issues for the top 100 clients along with potential strategies for resolving the issues.

Continually kept clients up to date on industry standards and best practices. Eckerd Drug Company, Melville, NY August 1989 – December 2005 Assistant Manager Project Management

Developed workplans, with a budget of $3M+, to organize work, by identifying key objectives, managing timelines, and determining best use of resource allocation to ensure designated project launch dates were not compromised.

Anticipated critical situations impacting project timeline providing cost effective and time efficient resolutions.

Managed vendor relationships across all project facets including construction, communications, and merchandising.

Led up to twenty-five people on multiple week engagements for over one hundred Eckerd Drug stores across the nation.

EDUCATION

Hofstra University, Uniondale, NY

Bachelor of Business Administration

Major: Management

SKILLS

Proficient in Microsoft Suite, E*TRADE’s Equity Edge Online (EEO), Shareworks by Morgan Stanley, Charles Schwab’s Equiview, Carta, Certent and Computershare.

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