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Internal Trustee Advisory Services, Consultants & Advisors
Kelly Irizarry - Prudent Fiduciary Services
Internal Trustee Advisory Services in Bradenton, FL
Prior to joining Prudent Fiduciary Services, Kelly Irizarry worked for an ESOP Third Party Administrator performing annual account allocations...
Miguel Paredes - Prudent Fiduciary Services
Internal Trustee Advisory Services in West Covina, CA
Miguel Paredes is Founder and President of Prudent Fiduciary Services. Prior to ...
Merri Ash - Internal Trustee
Internal Trustee Advisory Services in Phoenix, AZ
Merri has 45 years of experience in Employee Benefits, including Senior Vice President at TI-Trust; Senior Trust Officer at SunTrust; EB consultant with Wyatt Company; benefits manager at Jonathan Corp, an ESOP company; and senior benefits consultant and Team Leader with the NADA. Merri has be...
Tom Murphy - Prudent Fiduciary Services
Internal Trustee Advisory Services in St. Paul, MN
Tom Murphy is an attorney and experienced ESOP Trustee. Prior to joining Prudent Fiduciary Services, Mr. Murp...ESOP Marketplace connects you with local Internal Trustee Advisory Services
In many ESOP Companies, a member of the board or senior executive becomes the successor trustee to the transaction trustee. ERISA holds trustees to a very high standard, and these advisors help guide and train these internal fiduciaries.
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