Client Service Officer
GreatBanc Trust Company
Boston, MA
Michael is a Client Service Officer at GreatBanc Trust Company, supporting ESOP transactions and operations. He previously worked at the Beyster Institute at UCSD's business school, advising on ESOP feasibility and sustainability. With a background in traditional banking at Bank of America and Wells Fargo, Michael brings strong financial analysis skills to ESOP companies, including evaluating financials and forecasts. Michael holds a BS in World Politics with a focus on Economic Development from Ohio State University and Master’s from Harvard University, where he studied Finance.
Disclosure information not submitted.
The Evergreen ESOP Playbook: How to Make an ESOP That Lasts Generations
Tuesday, April 7, 2026
8:50 AM - 9:50 AM CDT