Dan Losito, CEP

Experience

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  Fidelity Investments

  Oct 2004 - Jan 2011

  *Operational consultant on a Fidelity team that worked together with companies that chose to outsource the critical function of stock plan administration*Operational contact for 10+ diverse companies with complex plan designs that required a complete understanding of Fidelity system's and best practices, as well as industry trends/news, to ensure value and satisfaction were being provided while maintaining cost efficiencies.*Led and assisted on projects involving implementations, mergers, taxation/regulation changes, data transmissions, process improvements, etc.*Traveled to businesses to roll out new enhancements as well as helped organize informational sessions for employees*Required to keep up with industry and plan design trends and regulations to anticipate client needs and help make suggestions for client administration improvement. Show less Member of a team of 10-15 individuals that worked directly with plan administratorsAssisted Client Service Managers with service recovery efforts, product enhancement rollouts, etc. through the use of conference calls and/or web demosFielded client calls to assist with reporting needs, inquiries about form 4 filing, loading grant data, etc. Acted as the liaison between many different internal business partners and the client to ensure problem resolution, risk mitigation, and customer satisfaction. Show less Answered the complex needs of employees from 180+ companies that had equity comp administered by FidelityPromoted to a team that serviced employees who were able to exercise through Fidelity without having equity comp on Fidelity platformWinner of 2006 sales campaign Performed exercises for employees as well as non-employer equity trades if desiredEducated customers on mechanics, taxation, liquidity and investment strategies associated with their equity compensationAchieved 100% trading accuracy for 2006 Show less

  • Client Service Manager

    Aug 2007 - Jan 2011

  • Stock Plan Service Operations Specialist

    Dec 2006 - Aug 2007

  • Stock Plan Service Representative

    Dec 2005 - Nov 2006

  • Service Trading Representative

    Oct 2004 - Nov 2005
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  Motorola

  Feb 2011 - Aug 2012

  Equity Compensation Specialist
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  Google

  Sept 2012 - Apr 2015

  Senior Stock Administrator
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  E*TRADE Financial Corporation

  May 2015 - Mar 2020

  Corporate Relationship Manager
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  Fidelity Investments

  Apr 2020 - now

  Director, Client Service Manager

  Client Service Manager for Stock Plan Services Business