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Help with mergers & acquisitions, raising capital, creating stock options and other equity plans: About

About

Theresa Oatman

Theresa Oatman

Theresa Oatman, CEP, is a knowledgeable stock administration consultant who drives complex projects to successful conclusions. She has focused on equity compensation for the past 12 years and has more than 20 years’ experience with employee benefit programs. Theresa stays focused on her clients’ big picture strategies while ensuring that tactical matters are addressed. She delivers value by identifying issues and addressing needs in a timely and practical way.

Prior to founding Stock Connections, Theresa was stock plan manager at Maxtor Corporation, handling many of the financial details of this global company’s acquisition by Seagate, as well as preparing quarterly and annual reports for 10-Qs and 10-Ks, updating SOX compliance procedures, and managing Maxtor’s stock option and ESPP plans.

From 2000 to 2004, Theresa was an equity compensation consultant at Stock and Option Solutions, handling short and longer-term engagements. In this role, among other responsibilities, she documented processes and procedures and trained stock plan administrators. She was manager of stock and 401(k) plans at NetManage, Inc., where she administered stock option and ESPP plans for employees based in the U.S. and abroad. Earlier in her career, Theresa was manager of daily administration at Investmart (formerly PGR, Inc.). In this position, she supervised the staff responsible for managing retirement, ESOP, 401(k), and other plans for 15,000 participants.

Theresa earned a B.A. in the Management of Human Resources from Bethel College. She holds a Certified Equity Professional (CEP) designation from Santa Clara University.

“I enjoyed working with Theresa as I find her to be very professional and very knowledgeable of Equity Edge and FAS 123(R).”

Tommy Wong, Assistant Controller

Callidus Software Inc.

 

To learn more about how the Stock Connections team can help your company streamline its stock administration program—and save time and money—call (408) 410-4346 or email info@Stock ConnectionsInc.com for a complimentary evaluation.

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