Global Operations Management | Head of Equity Compensation | Head of Key Account Management | Integration & Carve-Out Strategies | Transformation | Program Management
I am the Global Head of Equity Compensation at Citibank. In this role, I act as the Global Process Lead for the administration and operations of the Citi equity compensation and deferred cash plans. My responsibilities include creating & maintaining risk & controls for all operational related activities that are associated with the compensation plans. My team ensures accurate and timely delivery of stock and cash to the plan participants. My group has direct partnerships with executive comp, regional comp leaders, payroll, tax, legal and finance.
From 2015-2021, I was Head of Equatex US, a PE carve-out from UBS that provided cloud-based share plan administration and related financial services. I had responsibility for all aspects of the US broker dealer (i.e., trading, custody, payments, audits, exams, compliance) and stock plan administration services (i.e., sales, client management, plan design, product management, implementation, operations, call center) that was provided to our global client base. Equatex US serviced 80 Fortune Global 500 clients, 400,000 plan participants and had $20 billion AUA. In November 2018, Equatex Group was successfully sold to Computershare for $420 million. Equatex US was subsequently dissolved at the end of 2020 after I completed a merger and integration with and into Computershare.
Prior to joining Equatex, I held leadership roles at UBS and Morgan Stanley. My responsibilities were primarily in project management, global operations, client services and client relationship management. I have successfully led carve out programs, integration efforts, creation of new participant experience and digital transformation initiatives.
My focus throughout my career has been on providing world class service to my clients while maintaining a positive working environment.
I graduated from St. John’s University | The Peter J. Tobin College of Business with a B.S. in Business Administration.
I hold the following FINRA security licenses: 7,9,10,24,63,99.
To know more about me, or how I can help you or your business, contact me at kevin@kevinstanek.com
