Mr. Reser has been a corporate fiduciary for corporate securities and reorganization transactions as well as trustee and custodian of retirement plans for over 25 years. Before founding Fiduciary Services, Inc. he was active for 17 years in Los Angeles as a Vice President and manager of corporate trust services for several national and international bank and trust organizations.

Currently, he is the President of Fiduciary Services, Inc., a registered investment advisor located in San Rafael, California. Specializing in selecting and managing corporate retirement plan investments, he is also active in the fiduciary concerns and decisions relating to company stock in such plans.  

Mr. Reser is certified as a Certified Corporate Trust Specialist by the American Bankers Association. Besides a B.A. and Juris Doctorate from Southern Methodist University, Mr. Reser has graduated from the UCLA John Anderson Graduate School of Management, Executive Program. He is also a member of the Western Pension Benefits Conference, The ESOP Association and the National Center for Employee Ownership.

Mr. Reser has been a regular speaker at ESOP Association as well as NCEO conferences and has had his presentations picked up on newswires.

Education

B.A. & J.D. - Southern Methodist University

UCLA John Anderson Graduate School of Management, Executive Program

Expertise

Principal fiduciary for over 100 separate company ESOP transactions and ongoing fiduciary for over 25 plans.

President of Fiduciary Services, Inc., a registered investment advisor located in San Rafael, California.

Prior to this, 17 years' experience as a Vice President and manager of corporate trust services for several national and international bank and trust organizations.

Mr. Reser is certified as a Certified Corporate Trust Specialist by the American Bankers Association.

ESOPs: It's More Than a Matter of Trust

A presentation by Daniel Reser (click on any image to read the rest as PDF on fiservinc.com) Read the rest here: fiservinc.com. Read the full article >