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2008 SOS Excellence Award Winner

December 31st, 2008
Brennan Latham, of Fidelity Stock Plan Services, won the SOS Excellence Award for 2008!

SOS received nominations for 17 worthy candidates for the SOS Excellence Award for 2008, designed to recognize an equity compensation professional who has contributed to the stock plan profession above and beyond the call of duty.

From the nomination form: "Why does your nominee deserve the SOS Excellence Award for 2008?"

"Brennan is well known within equity compensation circles across the US and has worked very hard in partnership with plan sponsors in helping them understand how best to administer complex plans regardless of whether they use Fidelity or not. He is active in the NASPP and sits on the CEPI curriculum committee. His knowledge and experience in equity compensation bridges both regulatory, vendor capabilities and plans sponsor administration which makes him unique within our industry. Brennan would be a great choice for this award."

Congratulations are also in order to all our other excellent nominees:
  • Alison Wright, Special Counsel, Howard Rice Nemerovski
  • Barbara Baksa, Executive Director, NASPP
  • Brian Stovall, Director, Account Management, Fidelity Stock Plan Services
  • Christine Zwerling, Consultant, NCEO, CEPI
  • Dan Walter, President & CEO, Performensation Consulting
  • Emily Cervino, Director, CEPI
  • Ingrid Freire, Senior Manager Stock Administration, Genentech
  • James Tozer, Senior Account Manager, E-TRADE Corporate Services
  • Karen Carlson, Manager Stock Administration, Tellabs
  • Kimberly Hackman, Manager International Stock, Starbucks
  • Renee Trotta, Relationship Manager, Charles Schwab
  • Robyn Shutak, Education Director, NASPP
  • Samantha Lagocki, Director, Smith Barney
  • Terry Adamson, Senior VP, Radford Surveys + Consulting
  • Valerie Diamond, Partner, Baker & McKenzie
  • Wendy Jennings, Director, Employee Shareholder Services, Riverbed Technology


  • Thank you to all of you who submitted nominations and votes.

    To find out more and get an initial consultation at no cost to you, call 408 979-8700 (toll free 888 SOS-0199,) or e-mail us at info@sos-team.com.

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