Aaron Oberg Cep

Aaron Oberg, CEP has extensive work experience in the field of stock plan administration and equity management. Aaron is currently serving as the Senior Global Equity Manager at Joby Aviation, where they are responsible for the operation of global equity plans, management of various equity-related processes and technologies, and the design and review of compensation and equity policies.

Prior to their current role, Aaron held multiple positions at Morgan Stanley. As the Vice President Relationship Management, they were accountable for the success of the largest client stock plan programs, strategizing with clients and MS leadership, and coordinating and driving tactical teams. As the Vice President, Stock Plan Administrative Solutions at Morgan Stanley at Work, they launched and grew a stock plan administration service team, overseeing the administration of 73 client plans and providing services such as IPO transitions, project management, process optimization, and training.

Before Morgan Stanley, Aaron worked at E*TRADE in various roles. Aaron launched and grew the stock plan administrative consulting practice as a Senior Manager and Practice Lead, providing consulting services such as project management, process optimization, and training. Aaron also served as a Senior Relationship Manager, managing strategic corporate clients and maintaining 100% retention. Additionally, they worked as a Solutions Architect, demonstrating value to clients and optimizing processes, and as a Client Services Learning Specialist, training clients and internal teams in equity compensation concepts.

Aaron began their career at E*TRADE as a Client Service Manager, administering corporate client stock plan databases and ensuring compliance with relevant regulations and standards. Aaron also worked as a Stock Plan Participant Service Representative, focusing on providing education and support to participants and collaborating with internal teams to enhance the participant experience.

Throughout their career, Aaron Oberg has demonstrated expertise in equity administration, stock plan management, client relationship management, process optimization, and industry thought leadership.

Aaron Oberg, CEP, pursued their education with a passion for business and aerospace studies. From 2001 to 2003, they attended Embry-Riddle Aeronautical University, where they earned a Bachelor of Science degree in Aerospace Studies. During their time there, they focused their studies on a diverse range of subjects including business, psychology, and aeronautical science.

In 2008, Aaron Oberg continued their academic journey at Santa Clara University Leavey School of Business. Aaron enrolled in the Certified Equity Professional program, completing it the following year in 2009. Throughout this program, they delved into the intricacies of securities law, accounting, taxation, and administration, gaining valuable knowledge in these fields.

Overall, Aaron Oberg's education history demonstrates their dedication to learning and their multidisciplinary approach to their studies, with a particular emphasis on business, psychology, aeronautical science, securities law, accounting, taxation, and administration.