AVP
Prudent Fiduciary Services
West Covina, CA
As an attorney and CPA with an MBA in Finance, AJ brings a multidisciplinary perspective to his work with ESOPs. He has over 12 years of dedicated experience in the field, currently leading transactions, annual valuations, and other complex matters at Prudent Fiduciary Services. His background is built on comprehensive ESOP administration and oversight across hundreds of employee stock ownership plans.
Disclosure information not submitted.
Building Your ESOP Dream Team: A Guide to Who Does What
Monday, April 6, 2026
10:45 AM - 11:25 AM CDT