Craig Rubino is Head of Corporate Relationship Management (North America) at Morgan Stanley at Work. In his role, Craig leads the US Public, Global Private and Canadian relationship management and participant education teams that serve workplace benefit plan relationships. Prior to this position, Craig led the communication, education, and industry events teams for E*TRADE Corporate Services’ workplace group.
Craig has 29 years of experience in the financial services industry, with 23 years directly in equity compensation and benefit plan administration. Prior to joining E*TRADE, Craig served as vice president of product management for Fidelity Investments' Stock Plan Services group, where he helped form the start-up organization in the early 2000s.
Craig holds an MBA from Boston College and received his bachelor’s degree from the University of New Hampshire. He is FINRA 24, 7, and 63 licensed. When Craig is not working, he is spending time with his family or catching up on his beloved Boston sports teams, especially the Boston Celtics and New England Patriots.
Sarah Fearnley is a Client Relationship Manager for Equity Plan Services at J.P. Morgan Workplace Solutions. Sarah has 17+ years’ experience in share plans, focusing on broad-based plans globally and specialising in UK Share Incentive and Sharesave Plans.
Sarah applies her long history in the share plan industry to support her clients with achieving their employee share ownership goals.