It all started with a napkin sketch in a diner. We’re told it was hatched over coffee and ham-and-cheese omelets, but memories have faded since that day in 1999. What we know for sure? Our vision of decomplexifying equity plan management was so straightforward it could be drawn on a 4×4” piece of paper.
And we made it happen. By keeping a relentless focus on both innovative technology and remarkable service, we’ve grown into a multinational public company with offices in the United States, Canada, the United Kingdom and Australia, and we have customers around the globe. Even though we’ve grown quickly, we’ve always strived to keep it as simple as possible, and we’ve stayed true to our roots as an agile, flexible company. There may even be a story about us accepting partial payment in beer from one of our earliest clients, Big Rock Brewery.
Today, we have more than 3,000 clients who have employees in more than 150 countries. And no matter how big or small you are, or where your operations lie, we promise to help you better manage the complexities of your equity plan.
Solium’s leadership team has decades of experience in the equity plan administration and technology industries. Our qualified and diversely talented team steers the company’s direction and strategy, allowing us to continually offer the most innovative
solutions and services to our clients.
Brian served as Solium’s President and Chief Executive Officer from 2002 to 2006, and has been on the Board of Directors since 2001. Prior to joining Solium full-time, Brian founded and was the President and Chief Executive Officer of Stormworks Ltd., a privately held e-business services company that was acquired by Solium in 2002. Brian is a principal at a Calgary-based venture capital company, Adventure Capital. Through this vehicle, Brian invests in many early-stage companies, including energy and technology startups. Brian has gained board and audit committee experience at several public and privately-held companies.
Jim joined Solium in May 2013 as President of Solium U.S.A. His background includes 30 years in the financial services industry dealing with institutional and retail clients covering wealth management, product development, service operations and business development. Prior to joining Solium, Jim served from 2007 to 2013 as President of E*TRADE Financial Corporate Service Inc., a division of E*TRADE Financial responsible for overseeing its stock plan services and designated brokerage groups. From 1999 to 2007, he led the Fidelity Investment team in the creation of StockPlan Services, a division focused on plan administration and optimizing the employee participant’s experience with their company’s equity incentive plans. Prior to working at Fidelity, he was Vice President at Chase Manhattan Bank. Jim graduated with a bachelor of business administration degree from the University of Miami, FL. He is currently a member of the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO), and holds FINRA Series 7, 24, and 63 licenses.
Kelly joined Solium in 2015, bringing over 15 years of finance and capital markets experience. Prior to Solium, she was VP Finance & Chief Financial Officer at SMART Technologies Inc., where she oversaw all finance operations including accounting, business planning, treasury, tax, internal audit, investor relations and financial systems. Kelly was instrumental in SMART’s initial public offering, and drove many of the changes required to support the Company’s global expansion and sales into over 100 countries. She holds a Bachelor of Commerce from the University of Calgary, as well as Chartered Accountant and Chartered Financial Analyst designations.
Like most people in stock plan administration, Marcos Lopez sort of “fell into it.” In 1999, the computer science graduate had started Bitontic Solutions and was contracted by the newly formed Solium to build an equity administration platform – known today as Shareworks. What started off as a bit of contract work became a life-long professional passion for Marcos. Now as CEO of Solium, he remains every bit as passionate about creating and optimizing technology to solve business challenges. Marcos was the winner of the Ernst & Young Entrepreneur of the Year award for the technology sector, western Canada. Under his leadership, Shareworks has evolved to be a truly global platform used by more than 3,000 companies spanning the globe.
Mike joined Solium as a Managing Director in 2010 and became CEO in January 2011. He has served as a board member since 2002, and currently serves as its Executive Chair. Mike’s most recent role before joining Solium was as CEO of Engage Energy, a Calgary-based energy trading and marketing company from which he retired in 2002. Mike also has an extensive history working with boards of directors, serving as Chairman of both the Medgate and the InnerVision Medical Technologies boards, and as a Director of the Curve Dental and Southern Lights Ventures boards. He previously served as a Director at Union Gas, an Ontario natural gas utility; and Peyto, a TSX-listed oil and gas company.
Scott Campbell joined Solium in 2014 as President, Canada. He provides executive oversight on customer service, implementation, reconciliation, administration and business development. Scott brings a unique combination of deep technology knowledge together with extensive operations experience, enabling him to lead Solium’s Canadian business to even higher levels of performance and service. Scott oversees customer satisfaction for a clientele that includes some of the biggest corporations in Canada. Most recently, Scott was President and CEO of a medical records company and has held executive-level positions with a number of technology companies.
Scott Scobie joined Solium in 2011 as Executive Vice President, Service Operations, providing executive oversight on all aspects of customer service, implementations, reconciliation and administration. In 2012, he took on the additional role of Canada Country Head. Scott is now bringing his extensive experience to Solium’s growing Australian operation centre.
Prior to joining Solium, Scott was with Canadian Western Trust, a subsidiary of Canadian Western Bank, where he progressed through three promotions to become Vice President and General Manager. Previously, Scott held increasingly senior roles with Northern Trust in its Toronto office, most recently in the position of Senior Vice President. Scott also spent more than six years with State Street Trust Company as Assistant Vice President and Unit Head for their pension division. Scott has served as a Director for Northern Trust Global Advisors, graduated in finance and investments from Langara College, holds the Specialist, Trust Institute credential and has a designation from the Canadian Bankers Association. He is also a member of Sales and Marketing Executives International.