Hire the Best Asset Management Specialists
in the United States

Core Services: - Building & updating cap table in Excel, or in a software program. - Onboarding to a cap table management platform, such as Carta, Mantle, Pulley, Capboard, Cake or others. - Comprehensive administration of equity plans and cap table, including issuing grants, processing terminations, and generating custom reporting. - Auditing cap table to ensure accuracy & compliance - Can provide exclusive deals and discounts to cap table management software through industry partnerships. I can assess your current utilization of the software you might be using to identify cost savings of possibly switching platforms. Credentials: -Ex-Carta employee -Certified Equity Professional certificate -Owner of boutique stock administration firm

I drive delivery. As a hands-on program manager, product owner, and business process lead, I turn complex technology and operations work into shipped results, and I move the work forward in days, not months. I have spent five years as one of Upwork's Expert-Vetted consultants, the top one percent of talent, with a 100 percent Job Success Score and more than $600,000 earned. Before consulting I was a software engineer, then a technology executive at Fidelity Investments and Discovery, where I coordinated a $90 million technology budget and led global teams of up to 70. You get a delivery lead who has also sat in the executive seat, so the hard calls get made and the work still ships. Much of that work now involves AI. I help companies find the high-value AI use cases, put the right governance around them, and ship them into production rather than leaving them as pilots. I am a business-side AI leader who translates the use case, manages the delivery, and keeps it accountable to real outcomes. What that looks like in practice: - Rebuilt a medical device startup's delivery process and engineering culture, cutting product dry time about 35 percent and lowering cost of goods - Stood up PMO governance over an entire company project portfolio as VP of the PMO, spanning several acquired businesses - Added machine learning to an IoT medical device so telemetry that once needed manual review is processed automatically - Built AI match-day reporting for Major League Soccer production that consolidated crew surveys into a single summary, with governed AI search now underway for the US Department of Education - Led a US Census Bureau system through FedRAMP authorization to approval readiness I work with teams that want an operator, not a theory. Whether it is a product to build, a program to deliver, a process to streamline, a PMO to establish, or an AI initiative to get into production, tell me what you are working toward and I will tell you how I would get there. Ian Ratner Business Consultant | Upwork Expert-Vetted | 100% Success | $600k Earnings

Experienced IT professional with a background spanning technical documentation, data privacy and security compliance, and infrastructure management. I specialize in drafting and auditing SOPs, policies, and process documentation from the ground up, as well as reviewing and updating existing documentation for accuracy and compliance. My work has included writing formal data privacy and security policy for large organizations, managing systems handling confidential and personally identifiable information, and supporting cross-functional teams through documentation, CRM management, and process coordination. I bring a strong foundation in both technical and administrative work, with an emphasis on clarity, accuracy, and follow-through.

Dr. Carlo Duran, DBA – Business & Financial Strategy Expert Doctorate in Business (DBA) with Master's degrees in Business and Criminology. Series 7 & 66 licensed, Chartered Financial Manager, DoD Financial Management Certified, 20+ years delivering strategic financial solutions, education, and advisory services. As US Army Reserve Financial Literacy Specialist (Grade 11), I develop and evaluate programs to promote fiscal readiness, conduct strategic planning, analyze event data to meet goals, and recommend training aligned with Army Vantage requirements—empowering service members with practical financial tools. As former Wealth Client Advisor, I managed $45M+ AUM for 120+ high-net-worth clients, ranking in the top 5% nationally (Chairman's Club 2018) with 26% average annual growth through referrals and targeted business development. Led teams of advisors and associates; delivered holistic strategies covering investments, estate/tax minimization, philanthropic giving, and multi-generational wealth transfer. As DFAS Training Instructor (Grade 09), I built interactive curricula on retirement and annuities, using multimedia, group activities, live cases, and OJT to maximize engagement and real-world application. Adjunct Professor teaching Economics since 2011. I deliver high-impact results in: Financial literacy training, workshops, and content (personal, military, veteran focus) Business consulting: strategy, budgeting, cash flow modeling, profitability analysis Fractional financial advisory/CFO services: planning, risk assessment, investment review Wealth & retirement strategies, economic analysis, leadership & team development

I help brands and businesses grow through social media. I create content and strategies that help people and companies connect with their audience, build trust, and get real results, whether it’s more sales, visibility, or engagement. My goal is to make your social media marketing clear, consistent, and effective. 🔹 What I Can Help You With: Managing and growing your Instagram, TikTok, Facebook, LinkedIn, and YouTube Boosting content with ads for more reach and conversions Creating all kinds of social media content that fits your vision and brand style Writing captions, hashtags, and post ideas that boost engagement Editing videos and Reels for better performance Building a content plan and calendar to keep your social media consistent 🧠 Tools I Use: Canva Pro | CapCut Pro | Meta Business Suite | ChatGPT Pro | Google Tools | GoHighLevel | Notion If you’re ready to start or grow your online presence with creative and strategic content, let’s work together! 💬

Digital Asset Manager and Project Management Professional (PMP) with 10+ years of experience leading enterprise DAM initiatives, metadata governance, archival preservation, and workflow automation. Skilled in aligning digital repositories with organizational strategy, ensuring compliance, optimizing user experience, and driving continuous improvement through automation and analytics. Skills include: Programming & Scripting: Python, SQL, Bash Markup & Data Formats: XML, JSON, HTML, CSS Metadata Standards: PREMIS, DACS, Dublin Core, LCSH, MARC DAM/CMS Platforms: Box, Censhare, CONTENTdm, Drupal, EnterMedia, LibSafe, WordPress Project & Workflow Tools: Basecamp, Jira, Smartsheet, Teamwork, Workfront Creative Tools: Adobe Creative Cloud (InDesign, Photoshop)