Stock & Option Solutions
Happy clients - stock administration staffing solutions - Stock and Option Solutions

About

Stock & Option Solutions

We understand that managing stock plans requires a skilled and adaptable team. Our flexible stock administration staffing solutions provide you with the flexibility to adjust your workforce according to your needs. Whether you require short-term support for a project or long-term assistance, we can help.
Stock & Option Solutions - Delivering peace of mind through equity compensation human capital solutions.

Since 1999, Stock & Option Solutions has had a singular objective: Simplifying the Management of Equity Compensation Programs. Our clientele spans across countless industries and includes companies of all sizes, both public and private, throughout the United States. As the only true stock plan outsourcing firm in the equity compensation market, we offer a team-oriented stock administration staffing solutions to alleviate the challenges associated with hiring, managing, retaining, and replacing a stock administrator.

Industries We Serve

Our Actions Are Guided By

Our Core Values

Teamwork

In an environment that promotes teamwork, we come together to share ideas, expertise, and talents in a fun and collaborative atmosphere.

Integrity

Integrity serves as the bedrock of Stock & Option Solutions as we uphold our commitments and deliver on our promises.

Passion

We possess an unwavering passion and dedication towards effecting positive change.

Opportunity

We actively seek out opportunities for personal and professional growth, constantly striving to expand our horizons and develop ourselves.

Excellence

Our commitment to excellence is reflected in our expertise, quality, service, and kindness.

Our Leadership Team

BARRETT SCOTT

Chief Executive Officer

BARRETT SCOTT

Chief Executive Officer
Barrett Scott is one of the founders of Stock & Option Solutions and has been integral in developing the services and solutions for clients since its inception in 1999. Prior to founding Stock & Option Solutions, Barrett was an independent consultant in the equity administration field for two years and a Client Group Manager at AST StockPlan for four years. His experience with a wide range of equity benefit plans has given him the insight to develop cutting edge solutions for our clients’ stock administration needs. Barrett continues to provide valuable knowledge of financial, tax, and legal requirements of equity compensation programs to clients and their employees on a regular basis. He has been integral in developing key relationships with industry brokers, software providers, law firms, transfer agents, Big 4 accounting companies, investment bankers, and other consulting firms. Barrett is a member of major national equity compensation organizations, holds a B.A. in Economics and a B.A. in Drama from the University of Washington.

DEAN ENGELMAN

VP of Operations

DEAN ENGELMAN

VP of Operations
<section class="elementor-section elementor-inner-section elementor-element elementor-element-3578e8a elementor-section-boxed elementor-section-height-default elementor-section-height-default elementskit-parallax-multi-container" data-id="3578e8a" data-element_type="section" data-settings="{"background_background":"classic"}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-9d795b6" data-id="9d795b6" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-6b6182a elementor-widget elementor-widget-text-editor" data-id="6b6182a" data-element_type="widget" data-settings="{"ekit_we_effect_on":"none"}" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> Dean joins Stock & Option Solutions in 2020 after a successful 20+ year career at Fidelity Investments spanning many leadership roles across brokerage and equity compensation. He balances deep technical knowledge with a profound ability in helping people continuously adapt in today’s disruptive, competitive environment. Dean loves new ideas and the energy they create within an organization. He’s a big fan of trying creative approaches, such as Agile, Lean and data analytics to achieve great results in the most employee-friendly, customer-focused manner. He loves engaging with the rest of the Stock & Option Solutions team to deliver a world-class experience and a competitive edge for all of the customers who trust us with their plans. </div> </div> </div> </div> </div> </section>

JOSEPH SAIG

VP of Sales & Marketing

JOSEPH SAIG

VP of Sales & Marketing
<section class="elementor-section elementor-top-section elementor-element elementor-element-30f7817 elementor-section-boxed elementor-section-height-default elementor-section-height-default elementskit-parallax-multi-container" data-id="30f7817" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3dd0c4e" data-id="3dd0c4e" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"><section class="elementor-section elementor-inner-section elementor-element elementor-element-fc1353b elementor-section-boxed elementor-section-height-default elementor-section-height-default elementskit-parallax-multi-container" data-id="fc1353b" data-element_type="section" data-settings="{"background_background":"classic"}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-49d368b" data-id="49d368b" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-9f54368 elementor-widget elementor-widget-text-editor" data-id="9f54368" data-element_type="widget" data-settings="{"ekit_we_effect_on":"none"}" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p class="m716091597604050664biobody">Joseph is a 22-year veteran in the financial services industry and joined Stock & Option Solutions in June 2022. He has held leadership positions in marketing, sales, analytics, and finance for large regional banks and a private equity-backed marketing firm throughout his career.  Most recently, Joseph founded ATP Strategies, a sales and marketing consulting firm, dedicated to helping financial firms to connect and engage in today’s dynamic and competitive environment.  Joseph has a passion for impacting lives, both through his professional career and civic participation, and currently serves as a board of director member of Nurture The Next and Team Chad.  He holds an MBA from the Jones College of Business at Middle Tennessee State University and a B.A. in Economics from The University of Tennessee, Knoxville.</p> </div> </div> </div> </div> </div> </section></div> </div> </div> </section>

VANESSA HARRISON

VP of Team Experience

VANESSA HARRISON

VP of Team Experience
<section class="elementor-section elementor-inner-section elementor-element elementor-element-27bbcb8 elementor-section-boxed elementor-section-height-default elementor-section-height-default elementskit-parallax-multi-container" data-id="27bbcb8" data-element_type="section" data-settings="{"background_background":"classic"}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-3bd34ea" data-id="3bd34ea" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-b451f50 elementor-widget elementor-widget-text-editor" data-id="b451f50" data-element_type="widget" data-settings="{"ekit_we_effect_on":"none"}" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> Vanessa has been a member of the Stock & Option Solutions Team since 2007.  As SOS’ Human Resources Business Partner, Vanessa taps into a knowledge of business operations and people practices to promote the company’s strategic goals, culture, mission and values.  Vanessa’s focus is developing and implementing creative programs, corporate policies and sustainable solutions to support growth while maintaining Stock & Option Solutions’ team-focused culture.  In addition to serving in an HR capacity, on occasion Vanessa acts as project manager for the Professional Services team and co-manages the company’s year-end 6039 service offering.  What she loves the most, though, are the collaborative relationships she builds within the organization and the opportunity to serve employees helping drive the company’s success. </div> </div> </div> </div> </div> </section>

Work With Us

Join us in shaping the future of equity compensation management while enjoying the benefits of
a dynamic, inclusive, and forward-thinking company culture. Your journey to a rewarding career in stock administration staffing solutions starts here at Stock & Option Solutions.

Professional business woman reviewing report with business man - stock administration staffing solutions

Stock Administration Staffing Solutions

Partner With Us

For expert stock plan administration outsourcing services that go beyond the  ordinary. Let us help you navigate the complexities of equity compensation with efficiency and expertise. Contact us now to discover how we can tailor our solutions to meet your specific needs and drive your success.