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.

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.

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.

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’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.

Aimee is an Associate Director, Global Stock Plan Manager with S&P Global. She oversees the administration of a global equity program in approximately 42 countries. She has been managing equity administration for the last 7 years and has established a strong partnership with HR, Payroll, Finance and Legal to ensure efficiency, smooth processing and compliance.