Associate Vice President
Prudent Fiduciary Services
Minneapolis, MN
I have been in the ESOP space for almost 10 years, working with companies in a fiduciary capacity. I have helped more than 50 companies implement a new ESOP, increase the ESOP's ownership share, and worked with ESOP companies that decide to sell. I aim to be a trusted advisor to our clients throughout their ESOP journey.
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ESOP to Exit: What Happens When an ESOP Company Sells?
Thursday, April 9, 2026
11:00 AM - 12:00 PM CDT