Kurt Markert has over 20 years of experience in equity plan, employee benefits outsourcing, and brokerage services. Leveraging his combination of client servicing and project management experience, outsourcing, operations, and brokerage expertise, Kurt has successfully served many domestic and multinational employers.
Kurt has developed systems and operational strategy to successfully manage complex stock plan tasks related to corporate events, including mergers, acquisitions, and spin-offs. He has intimate knowledge of all phases of stock plan database setup and data conversion. He has working knowledge of many of the stock plan record-keeping and administration platforms including: Equity Edge, Optionease, Shareworks, Trancentive, Fidelity Stock Plan Services, and MSSB’s Sapphire.
Kurt has supported pre-IPO clients as they transitioned their equity plan operations from the minimal state appropriate for privately held employers to the optimal state suitable for publicly traded employers. Kurt has a proven track record of successfully collaborating with client’s HR, Treasury, Finance, Legal, and Payroll teams, and has extensive experience managing major equity plan events, including ESPP enrollment, purchases, and Restricted Stock releases.