Financial Advisor
UBS Financial Services Inc.
New Albany, OH
Brenda Bennett is a financial advisor with over 25 years of experience helping companies manage liquidity, investment planning, and long-term financial sustainability. She specializes in working with ESOP-owned businesses to navigate the complexities of financial planning to meet Repurchase Obligations, investment strategies, and liquidity solutions.
With over a decade of senior-level leadership in corporate cash and liquidity management, Brenda partners with ESOP companies to create actionable investment plans that help to preserve company value and protect employee ownership. Her approach blends institutional investment rigor with a deep understanding of ESOP RO challenges, helping ESOP companies plan with clarity and confidence.
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Planning for Payouts: Build Your ESOP's Liquidity Playbook in Real Time
Wednesday, April 8, 2026
10:45 AM - 11:45 AM CDT