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Ranked #1 by CFOs for Private Companies

"Our CFO just came back from a high-level CFO conference and they ranked EASi as the #1 Stock Plan application for private companies! And, your customer service has been great."E-mail accolades from an EASi customer

Management

Innovative thinkers and Certified Equity Professionals with decades of experience and sound industry and business expertise are at the helm at EASi.

Carine Schneider | Chief Executive Officer

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Carine Schneider is a 25-year industry veteran, co-founder and former CEO of Global Shares and former PricewaterhouseCoopers (PWC) HRS Partner. Prior to creating Global Shares, an independent provider of stock plan administration and consulting services, she held a senior level management position with Citigroup Stock Plan Services, PWC and was the Leader of the Global Stock Plan Services group at Watson Wyatt Worldwide. She also served as the Director of Customer Services for Corporate Management Solutions (now Solium/Transcentive) and was the Manager of Shareholder Relations at Oracle ® Corporation where she assisted in the initial public offering and managed all aspects of the company's various stock plans.

An industry pioneer, Schneider was the founding Executive Director of the National Association of Stock Plan Professionals (NASPP) and co-founder and current Board Chair of the Global Equity Organization (GEO) and has chaired the Advisory Board for the Santa Clara University Equity Professionals Certification Program. Schneider was instrumental in the founding of the American Coalition of Stock Plan Professionals (ACSPA), which works with regulators and law-makers to influence legislation affecting the equity compensation industry.

Mark Ebersole | President and Chief Technology Officer

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EASi's chief innovator, Mark is a systems architect with expertise in designing collaborative web-based platforms to address complex business issues. Mark's design approach gives customers maximum control over variables and parameters to derive information they need. He applied this philosophy to address the accounting, tax and recordkeeping complexities introduced by FAS123R. Before joining EASi, Mark was Chief Technology Officer at BenefitStreet. Mark has over 30 years IT systems architecture and design experience. As an industry consultant, he served several major corporate clients including Intel, Deloitte & Touche, Fleet Mortgage, and Plaza Home Mortgage Corporation. In 1998, he founded Synteleos, an ASP software company that served the real estate industry. Mark has an MS in Computer Science from Ohio State University.

Dan Katzman | Chief Financial Officer

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Dan was most recently Executive Director of Finance for Vodafone and AirTouch Communications $10 billion domestic wireless operations. Dan has spent more than 20 years handling finance for wireless companies. He brings expertise in financial planning and analysis, and a track record for driving profitability, raising performance and developing business plans for company mergers. Prior to joining AirTouch, Dan held finance positions at Bay Area Cellular One and GTE Sprint. Dan received an MBA with an emphasis in Finance from University of San Francisco.

Michael Guerra | Senior Vice President of Business Development

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Michael joined the EASi team after serving as VP of Business Development with BenefitStreet and as a registered investment advisor with Morgan Stanley with more than $250 million in assets under management. Prior to Morgan Stanley, Michael spent more than 15 years in sales and marketing and has been involved in mergers and acquisitions throughout the state of California. He specializes in working with top executives of growth companies to coordinate stock option exercise, tax strategies and other estate planning solutions. Michael has Series, 7, 6, 66, 3 and 33 SEC registrations.

Don Gillotti | Senior Vice President of Sales

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Don Gillotti has held sales, marketing and management positions for 19 years with a focus on equity compensation since 1999. He was a million dollar producer selling to Merrill Lynch, UBS and Morgan Stanley and has led top producing national sales teams. At Transcentive, Don managed the Strategic Accounts team and successfully created and led sales and marketing for the Transcentive Outsourcing division. Don is a Certified Equity Professional and holds a BS in accounting from University of Connecticut. He will complete his marketing MBA at Quinnipiac University in 2012.

Eric Kissler | Chief Software Architect

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Before joining EASi, Eric was Vice President of Engineering at BenefitStreet where he helped lead the development of hosted solutions for the employee benefits marketplace. Eric has over 16 years of experience in software systems design, development and management. In 1995 he founded Aurorasoft, an application development and consulting company that served a broad range of clients including Kaiser Permanente, Campbell's Soup Company, Universal Studios and the Home Shopping Network. Eric holds a BS in Computer Science from Washington State University.

Scott Bradley
| Senior Vice President of Engineering and
  Chief Risk Officer

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Before joining EASi Scott was Director of Engineering at EMC where he directed an international engineering team responsible for the core Documentum products. Prior to that, Scott drove the development of Documentum's first industry-focused applications which eventually turned into a $40 million regulatory-compliant document control product line. Scott also worked at Sherpa Corporation and Lockheed in a progression of software development, technical consulting and management positions. Scott earned his Masters Degree in Systems Management from the University of Southern California and his Bachelors of Science degree in Engineering from Rochester Institute of Technology.

Jeff Graham | Vice President of Sales, Western Region

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Jeff joined EASi as Vice President of Sales from E*TRADE Financial where he spent 11 years in key national and regional sales and business development roles providing corporate stock plan services. Jeff spent more than 22 years in the financial services industry and has experience in retail brokerage, corporate sales, money management, business development and insurance. Jeff has worked for companies including E*Trade, Citi/Smith Barney and Morgan Stanley Dean Witter. He has his Series 7 and 63 SEC registrations and a BA in Economics from UCLA.

Jennifer Jolin| VP of Client Experience

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Jennifer Jolin has been involved in bringing innovative solutions to the corporate stock plan industry for many years and was a co-founder of OptionsLink, the first web-based self service participant stock plan transaction solution. Most recently she was the Director of Strategic Initiatives at the Global Equity Organization. Jennifer has extensive financial services consulting experience in corporate services, marketing strategy and strengthening client relationships. She holds a BS from the University of Wisconsin-Madison and is a member of the NASPP and GEO.

Kelly LaReau | Vice President of Sales, Eastern Region

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Kelly LaReau is a ten-year industry veteran. She has been with EASi for five years. Kelly is a VP of Sales in the Eastern Region and is also in charge of EASi’s lead generaton efforts. Prior to joining EASi, Kelly spent five years at Transcentive in various sales and management positions. She is a member of NASPP and a Board member of the CT Chapter of NASPP. She has a BA in Education from Western Connecticut State University.

Steve Madeira | Vice President of Operations

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Steve brings more than 20 years of technology, customer service, operations and information management experience to his role at the helm of customer support at EASi. Prior to joining EASi, Steve was Vice President, Operations for Navio Systems, Inc., a hosted software company. Earlier in his career he founded two consulting ventures in the software development and communications and IT infrastructure areas. Steve held executive positions in world wide information management systems and information services and logistics for Philips Electronics and was involved in systems engineering and sales management at Seimens/ROLM. An adept technologist, Steve has managed, implemented and/or programmed using a wide array of products, programs and tools. Steve holds a BA in Political Science from Trinity College and completed advanced course work in Engineering, Computer Science, and Psychology.

Denise Vitale | Vice President of Product Development

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A 20-year industry veteran and CEP, Denise served as Education Director for the National Association of Stock Plan Professionals from 2003 to 2005. She came to EASi after serving as Director of Education and Certification for UBS Financial Services. In an earlier role as Divisional Vice President with UBS, Denise gained extensive product, training and implementation experience managing their stock option and ESPP products. Throughout her career she has held a rich mix of stock plan administration, product management, customer service and training positions for organizations including James River Corporation, Corporate Management Solutions, Great Lakes Strategies, and AST Stock Plan. Denise received her education from Virginia Commonwealth University and State University of New York.

5 EASi Pieces

5 EASi Pieces Diagram