Veteran CCO brings expertise in private funds, mutual funds and exchange traded funds to lead and scale Equitybee’s global compliance team
PALO ALTO, Calif.–(BUSINESS WIRE)–Equitybee, the startup employees’ stock options funding solution, today announced the appointment of Susan Woodard as chief compliance officer (CCO) and CEO of Equitybee Securities, LLC. Woodard joins the company executive team and will be responsible for ensuring best practices on behalf of Equitybee and its diverse investor base, and engage with regulators to adapt policies for the evolving private market. Woodard has more than 20 years of experience building compliance operations for global businesses.
At BlackRock, Woodard supported its suite of packaged investment products, including the creation of a proprietary set of retirement indexes. Her work with the iShares ETF business included engaging with regulators to recognize the unique benefits of, and uses for, exchange-traded funds, and cross-border marketing.
Woodard brings deep fintech startup experience, having enhanced the compliance program for EQIS Capital Management, an investment advisor that provides a turnkey asset management program. Most recently, at Victory Capital, Woodard expanded the firm’s compliance program to integrate an investor support center and transfer agent and expand retail investor product lines.
“It’s very exciting to be contributing to a fintech solution that enables financial windfalls for employees and investors alike,” said Woodard. “I look forward to scaling the company’s unique compliance initiatives while promoting the high level of service Equitybee customers have come to expect.”
“By bringing in Susan, who has over 20 years of experience operating in the regulatory and compliance space, Equitybee is doubling down on its capabilities to not only offer investors unmatched financial support, but to also assist in navigating the regulatory environment,” said Oren Barzilai, Equitybee co-founder and CEO. “We are very excited that she is overseeing these initiatives and joining our leadership team.”
About Equitybee
Equitybee empowers startup employees to exercise their stock options and participate in the success of the company they helped build. Equitybee’s Investor Network provides the capital that startup builders need to exercise their stock options and become shareholders. Investors in the company include Group 11, Greenfield Partners, Battery Ventures, Latitude, Altair Capital, and ICON Continuity Fund. For more information about Equitybee, please visit equitybee.com.
Contacts
Alessandra Nagy
[email protected]
