Derek is a global mobility tax partner with Vialto Partners.  Derek has 20+ years of experience working with multinational companies and their employees on their cross-border equity tax matters.  Derek began his career working in Boston, Massachusetts before transferring to San Jose, California.

In the past several years Derek has focused on assisting high-tech companies manage the challenges of their global employee workforce. His experience includes cross-border equity reporting, employee education, international tax planning, frequent business travelers, expatriate program management, and cross-border payroll.

Derek is hyper-focused on employee experience and building solutions that work at scale but feel personal.

Derek holds a Bachelors of Science in Accountancy from Bentley University and a Masters of Science in Accounting from the University of Connecticut. Derek is a Certified Public Accountant licensed in both Massachusetts and California as well as a member of the American Institute of Certified Public Accountants (AICPA).

Outside of work Derek enjoys coaching his children’s ice hockey teams and outdoor activities such as hiking and biking.

Jim Alden serves as Director of Strategic Relationships within Charles Schwab’s Workplace Financial Services division. His primary responsibility is partnering and collaborating with corporate Stock Plan clients to establish strategic plans that empower and encourage employees to get the most from their equity awards. Mr. Alden has over 18-years of broad experience in financial services spanning across transfer agency, market research, and equity plan administration businesses. He is currently an ECA and FINRA series 7, 63, and 24 licensed.

Christy joined the Dell Technologies HR team in 2015 as a Compensation Business Partner and has partnered with many areas of the company including HR, CFO, Legal/Security, Marketing, Product and Operations, and Global Sales. Currently, she manages Dell’s Stock Plan Services team, overseeing approximately 26,500 participants across 80 countries. 

Before her tenure in HR, Christy held various positions within Dell Finance, including Corporate Reporting, Treasury Accounting, and Pricing.  Prior to coming to Dell, she worked at Ernst & Young and KPMG in their audit practices. 

Originally from the San Francisco Bay Area, Christy attended the University of San Diego. She now resides in Round Rock, Texas, with her husband of 24 years, and their 17 year-old daughter. Outside of work, Christy enjoys traveling, practicing Pilates, and spending time with her two dogs.

MARTIN HIRSCH is the Managing Director of the Equity Award Services group for Bank of America. Equity Award Services provides a comprehensive set of equity plan administrative products and solutions to publicly traded companies who issue equity as part of their global employee compensation strategy.

Martin joined Merrill Lynch in 2007 to head up the Equity Award business unit and, with his prior experience, has been driving product strategy and service delivery in the equity award compensation industry since 2000.  He began in the industry by overseeing finance and business strategy, and went on to head up the areas of product development, client services and operations.

Prior to entering the industry of equity awards, Martin was a senior technology development manager for fifteen years, during which time he was instrumental in building data warehouses, client relationship management tools, and trading applications. Over the course of his career, he has been named as an inventor on four patents.

Martin is an active member of the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO).

Martin received a B.S. in Computer Science from Brooklyn College, N.Y. He lives in Teaneck, New Jersey, and is the father of six children and many grandchildren.

Jay Christiansen is the Vice President of Finance Operations at Block, Inc., where he leads the Stock Administration, Payroll, Insurance, and People Safety teams. With over 15 years of experience in equity compensation, Jay holds the Certified Equity Professional (CEP) designation. Prior to joining Block, he spent more than a decade at E*TRADE, where he led a service team that supported global issuers in all facets of equity compensation, including plan design, financial reporting, regulatory filings, process automation, and more. Jay is dedicated to driving efficiency and implementing scalable solutions across all areas of the business he oversees.

Marianne is the Director of Global Stock Administration at Dolby Laboratories, Inc., overseeing the comprehensive management of Dolby’s Equity Compensation Plans across approximately 20 countries. With 25 years of experience in the Equity Compensation field, Marianne has extensive expertise in all aspects of Stock Plan Administration, including Global Stock Plan Management (Options, RSUs, Performance Awards, ESPP), Employee Communications, Internal and External Systems/Platforms Integrations, Financial Reporting/Accounting, Global Mobility and Taxation, SEC/Proxy filings, Option Exchanges, and M&A. In addition to her primary role, Marianne has held various positions in Investor Relations, HR, and Compensation. She holds a B.A. in Psychology from UC Santa Cruz and an M.A. in Counseling from San Jose State University. Marianne is also a Certified Equity Professional.

Julia Tensfeldt is an Executive Director within the Workplace Wealth Solutions (WWS) business of UBS Global Wealth Management. She is the Head of Client Relationship Management responsible for the strategic direction and development of the corporate client experience for organizations around the globe. Driving client service and satisfaction for the WWS corporate equity clients while helping employees’ better value and connect their workplace benefits to their broader life goals for financial well-being. 

Julia is a 25-year veteran of the equity compensation industry focused on global product development, client relationship management and wealth management. Julia led the development and launch of the first US broad-based stock plan system incorporating full-service brokerage, recordkeeping, and administration capabilities. In addition, she has worked with international equity plan providers managing the complexities of country specific challenges faced by issuers with global plans trading on multiple exchanges. Her experience with US brokers, European banks and Fortune 500 companies gives her the unique ability to understand and consult on the entire process from plan development through brokerage transactions impacting both the individual participant and corporate plan sponsor. 

Julia is passionate about employee ownership, holds a BA from Rutgers University, a FINRA Series 7 license, is a long-time active member of GEO and the NASPP and resides with her family in North Central Florida.

Kelly Geerts supports the Morgan Stanley at Work (MSAW) Global Public Market Equity Solutions team as Head of Strategy and Operations for Service Delivery, driving organization initiatives and business resiliency. In her prior role, Kelly led the Advanced Solutions professional services team at E*TRADE Financial Corporate Services, Inc. (ETCS), where she focused on enabling clients to reduce internal risks and scale their business by building efficiencies into their processes.

 Prior to joining ETCS, Kelly spent more than two decades deploying end-to-end equity and payroll best practices at Apple Inc., both strategically and operationally. While at Apple, she managed global process and strategy for Apple's equity programs, in addition to many aspects of payroll, tax, accounting and equity administration.

 Kelly is active in the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP), and she is a frequent presenter at NASPP and GEO Annual Conferences, in addition to E*TRADE’s Directions Conferences. She is a past board member of GEO, and also served on the board of NASPP’s Austin Chapter as well as ETCS’ Client Advisory Board. Kelly received a BBA in Business Management from the University of Texas at Austin and is a Certified Equity Professional (CEP). In her free time, Kelly enjoys the music scene in Austin and adjusting to an empty nest with her partner, Brian.