The ESOP Association
The ESOP Association List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The ESOP Association. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The ESOP Association Salaries. You can even request information on how much does The ESOP Association pay if you want to. Learn about salaries, pros and cons of working for The ESOP Association directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
23 The ESOP Association employees in database. Find out everything there's to know about The ESOP Association employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The ESOP Association Employees
Employee
Years
Job
Industry
Susan Lenczewski Susan Lenczewski's The ESOP Association Experience May 2013 - May 2015
Job Executive Director of the Legislative Commission on Pensions and Retirement, State of Minnesota
Industry Law Practice
Experience
State of Minnesota, Legislative Commission on Pensions and Retirement August 2015 - Present
Moss & Barnett, P.A. June 2013 - August 2015
The ESOP Association May 2013 - May 2015
Fafinski Mark & Johnson, P.A. April 2012 - May 2013
Gray Plant Mooty November 2000 - April 2012
Enbridge Pipelines January 1995 - November 2000
Pension Benefit Guaranty Corporation September 1988 - May 1990
Skills
ERISA, Defined Benefit, Executive Pay, 401k, Pensions, Employee Benefits, Retirement, ESOP, Corporate Governance, Succession Planning, Deferred Compensation, Mergers, Corporate Law, Employee Relations, Business Transactions, Estate Planning, Commercial Litigation, Mergers & Acquisitions, Litigation, Employment Law
Education
University of Minnesota Law School 1985 — 1988
Doctor of Law (J.D.), Law
The Catholic University of America 1983 — 1984
50% completed Master of Library & Information Science (MLIS), Library and Information Science
University of Minnesota-Duluth 1978 — 1982
Bachelor of Arts (B.A.), English/Journalism
Aberdeen University 1980 — 1981
Junior Year Abroad, English and Russian Literature
Winona Senior High School
Diploma
State of Minnesota, Legislative Commission on Pensions and Retirement August 2015 - Present
Moss & Barnett, P.A. June 2013 - August 2015
The ESOP Association May 2013 - May 2015
Fafinski Mark & Johnson, P.A. April 2012 - May 2013
Gray Plant Mooty November 2000 - April 2012
Enbridge Pipelines January 1995 - November 2000
Pension Benefit Guaranty Corporation September 1988 - May 1990
Skills
ERISA, Defined Benefit, Executive Pay, 401k, Pensions, Employee Benefits, Retirement, ESOP, Corporate Governance, Succession Planning, Deferred Compensation, Mergers, Corporate Law, Employee Relations, Business Transactions, Estate Planning, Commercial Litigation, Mergers & Acquisitions, Litigation, Employment Law
Education
University of Minnesota Law School 1985 — 1988
Doctor of Law (J.D.), Law
The Catholic University of America 1983 — 1984
50% completed Master of Library & Information Science (MLIS), Library and Information Science
University of Minnesota-Duluth 1978 — 1982
Bachelor of Arts (B.A.), English/Journalism
Aberdeen University 1980 — 1981
Junior Year Abroad, English and Russian Literature
Winona Senior High School
Diploma
Pete Shuler Pete Shuler's The ESOP Association Experience 2000 - Present
Job Owner, Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP September 2000 - Present
The ESOP Association 2000 - Present
Skills
ERISA, Mergers, 401k, Employee Benefits, Due Diligence, Business Valuation, Pensions, Mergers & Acquisitions, Retirement, Corporate Governance, Tax, Strategic Planning, Management Consulting, Defined Benefit, Executive Pay
Education
University of Notre Dame 1986 — 1990
BBA, Finance
Crowe Horwath LLP September 2000 - Present
The ESOP Association 2000 - Present
Skills
ERISA, Mergers, 401k, Employee Benefits, Due Diligence, Business Valuation, Pensions, Mergers & Acquisitions, Retirement, Corporate Governance, Tax, Strategic Planning, Management Consulting, Defined Benefit, Executive Pay
Education
University of Notre Dame 1986 — 1990
BBA, Finance
Barbara Hileman's The ESOP Association Experience 2006 - 2012
Job Human Resource Director at AZ Bus Sales, Inc.
Industry Transportation/Trucking/Railroad
Experience
A-Z Bus Sales, Inc. January 2005 - Present
The ESOP Association 2006 - 2012
The ESOP Association 2006 - 2011
Skills
HRIS, Employee Relations, Recruiting, Policy, Training, ADP Payroll, 401k, ESOP, Interviews, Human Resources, Employee Benefits, Team Building, HR Policies, Management, Deferred Compensation, HR Consulting, Personnel Management, Succession Planning, Temporary Placement, Talent Management, New Hire Orientations, Workforce Planning, Labor Relations, FMLA, Onboarding, Benefits Administration, College Recruiting, Employee Training, Employee Handbooks, Hiring, Job Descriptions, Performance Appraisal, Negotiation, Strategic Planning, Budgets, Customer Service, Leadership
Education
Capella University
Business Administration, Human Resource
Moorpark College
A-Z Bus Sales, Inc. January 2005 - Present
The ESOP Association 2006 - 2012
The ESOP Association 2006 - 2011
Skills
HRIS, Employee Relations, Recruiting, Policy, Training, ADP Payroll, 401k, ESOP, Interviews, Human Resources, Employee Benefits, Team Building, HR Policies, Management, Deferred Compensation, HR Consulting, Personnel Management, Succession Planning, Temporary Placement, Talent Management, New Hire Orientations, Workforce Planning, Labor Relations, FMLA, Onboarding, Benefits Administration, College Recruiting, Employee Training, Employee Handbooks, Hiring, Job Descriptions, Performance Appraisal, Negotiation, Strategic Planning, Budgets, Customer Service, Leadership
Education
Capella University
Business Administration, Human Resource
Moorpark College
Robert Schatz Robert Schatz's The ESOP Association Experience 1984 - 2010
Job Partner at Schatz Brown Glassman LLP
Industry Legal Services
Experience
Schatz Brown Glassman LLP July 2011 - Present
Boylan, Brown, Code, Vigdor & Wilson, LLP June 2010 - July 2011
Schatz Law Offices, LLC July 1996 - April 2010
The ESOP Association 1984 - 2010
Kelly, Drye & Warren 1994 - 1996
Schatz & Schatz, Ribicoff & Kotkin 1977 - 1994
Skills
ESOP, ERISA, Corporate Law, Corporate Governance, Corporate Finance, Due Diligence, Employee Benefits, Executive Compensation, Mergers, Retirement Planning, Securities, Small Business, Succession Planning, Tax, Executive Pay, Mergers & Acquisitions, Private Equity, Acquisitions, Business Valuation, IPO, Finance, Philanthropy, 401k, Pensions, Retirement, Estate Planning, Exit Strategies, Divestitures, Financial Advisory, Trusts, Financial Structuring, Securities Regulation, LBO, Fiduciary, LLC, Estate Tax Planning, Private Placements, Leveraged Finance, Joint Ventures, Family Business, Business Formation, Capital, Trade Secrets, Creditors' Rights, Non-compete Agreements, Buyouts, Business Litigation, Legal Advice, Arbitration, Elder Law
Education
Suffolk University School of Law 1974 — 1977
JD, Law
Cornell University 1969 — 1973
BA, Political Science
Northfield Mt. Hermon School 1966 — 1969
Schatz Brown Glassman LLP July 2011 - Present
Boylan, Brown, Code, Vigdor & Wilson, LLP June 2010 - July 2011
Schatz Law Offices, LLC July 1996 - April 2010
The ESOP Association 1984 - 2010
Kelly, Drye & Warren 1994 - 1996
Schatz & Schatz, Ribicoff & Kotkin 1977 - 1994
Skills
ESOP, ERISA, Corporate Law, Corporate Governance, Corporate Finance, Due Diligence, Employee Benefits, Executive Compensation, Mergers, Retirement Planning, Securities, Small Business, Succession Planning, Tax, Executive Pay, Mergers & Acquisitions, Private Equity, Acquisitions, Business Valuation, IPO, Finance, Philanthropy, 401k, Pensions, Retirement, Estate Planning, Exit Strategies, Divestitures, Financial Advisory, Trusts, Financial Structuring, Securities Regulation, LBO, Fiduciary, LLC, Estate Tax Planning, Private Placements, Leveraged Finance, Joint Ventures, Family Business, Business Formation, Capital, Trade Secrets, Creditors' Rights, Non-compete Agreements, Buyouts, Business Litigation, Legal Advice, Arbitration, Elder Law
Education
Suffolk University School of Law 1974 — 1977
JD, Law
Cornell University 1969 — 1973
BA, Political Science
Northfield Mt. Hermon School 1966 — 1969
Naomi Chavez Naomi Chavez's The ESOP Association Experience June 1990 - July 1991
Job Senior Director at The Optical Society (OSA)
Industry Nonprofit Organization Management
Experience
The Optical Society (OSA) April 2014 - Present
The Optical Society (OSA) July 2013 - March 2014
The Optical Society (OSA) September 2012 - June 2013
The Optical Society (OSA) January 2002 - August 2012
The Optical Society (OSA) January 2000 - December 2001
The Optical Society (OSA) February 1998 - December 1999
The Optical Society (OSA) November 1995 - January 1998
The Optical Society (OSA) April 1992 - October 1995
The Optical Society (OSA) October 1990 - March 1992
The ESOP Association June 1990 - July 1991
Skills
Program Development, Program Management, Community Outreach, Nonprofits, Strategic Planning, Leadership, Continuing Education, Budgets, Event Management, Grant Administration, Spanish, Volunteer Management, Public Relations, Proposal Writing
Education
University of Mary Washington 1986 — 1990
Bachelor of Arts (B.A.), International Affairs and Spanish Literature
Mountain Mission School 1981 — 1986
High School Diploma
The Optical Society (OSA) April 2014 - Present
The Optical Society (OSA) July 2013 - March 2014
The Optical Society (OSA) September 2012 - June 2013
The Optical Society (OSA) January 2002 - August 2012
The Optical Society (OSA) January 2000 - December 2001
The Optical Society (OSA) February 1998 - December 1999
The Optical Society (OSA) November 1995 - January 1998
The Optical Society (OSA) April 1992 - October 1995
The Optical Society (OSA) October 1990 - March 1992
The ESOP Association June 1990 - July 1991
Skills
Program Development, Program Management, Community Outreach, Nonprofits, Strategic Planning, Leadership, Continuing Education, Budgets, Event Management, Grant Administration, Spanish, Volunteer Management, Public Relations, Proposal Writing
Education
University of Mary Washington 1986 — 1990
Bachelor of Arts (B.A.), International Affairs and Spanish Literature
Mountain Mission School 1981 — 1986
High School Diploma
Craig Major's The ESOP Association Experience 2011 - Present
Job Inside Sales HVAC at Dakota Supply Group
Industry Wholesale
Experience
Dakota Supply Group October 2012 - Present
The ESOP Association 2011 - Present
Superior Managemnet 2004 - 2007
Skills
HVAC, Purchasing, Sales Management, Sales, New Business Development, Plumbing, Management, Air Conditioning, HVAC Controls, Construction, Marketing, Product Development, Pricing
Education
Universal Technical Institute-Auto, Motorcycle, & Marine Mechanics Institute Division-Orlando 2002 — 2003
Marine Mechanics
Edward Little High School 1990 — 1993
Dakota Supply Group October 2012 - Present
The ESOP Association 2011 - Present
Superior Managemnet 2004 - 2007
Skills
HVAC, Purchasing, Sales Management, Sales, New Business Development, Plumbing, Management, Air Conditioning, HVAC Controls, Construction, Marketing, Product Development, Pricing
Education
Universal Technical Institute-Auto, Motorcycle, & Marine Mechanics Institute Division-Orlando 2002 — 2003
Marine Mechanics
Edward Little High School 1990 — 1993
Cindy Turcot Cindy Turcot's The ESOP Association Experience May 2010 - Present
Job Chief Operating Officer at Gardener's Supply Company
Industry Retail
Experience
The ESOP Association May 2010 - Present
Employee Ownership Foundation May 2006 - Present
Vermont Employee Ownserhip Center January 2002 - Present
Gardener's Supply Company November 1983 - Present
Skills
ERISA, Executive Pay, 401k, Corporate Governance, Employee Benefits, Deferred Compensation, Strategic Planning, Executive Management, Onboarding, ESOP, Business Valuation, Defined Benefit, Budgets, Retirement, Succession Planning, Financial Mgmt, Organizational..., Benefits Administration, Mergers & Acquisitions, Pensions, Leadership, Human Resources, Program Management, Team Building, Public Speaking
Education
University at Albany, SUNY 1978 — 1982
Business Management
The ESOP Association May 2010 - Present
Employee Ownership Foundation May 2006 - Present
Vermont Employee Ownserhip Center January 2002 - Present
Gardener's Supply Company November 1983 - Present
Skills
ERISA, Executive Pay, 401k, Corporate Governance, Employee Benefits, Deferred Compensation, Strategic Planning, Executive Management, Onboarding, ESOP, Business Valuation, Defined Benefit, Budgets, Retirement, Succession Planning, Financial Mgmt, Organizational..., Benefits Administration, Mergers & Acquisitions, Pensions, Leadership, Human Resources, Program Management, Team Building, Public Speaking
Education
University at Albany, SUNY 1978 — 1982
Business Management
Steven Greenapple Steven Greenapple's The ESOP Association Experience May 2013 - Present
Job Principal at Steiker, Greenapple & Croscut, P.C.
Industry Law Practice
Experience
Steiker, Greenapple & Croscut, P.C. June 2002 - Present
SES Advisors, Inc. June 2002 - Present
The ESOP Association May 2013 - Present
WEXCO Incorporated May 2013 - Present
Steiker, Fischer, Edwards & Greenapple, P.C. June 2002 - December 2014
Dillon, Bitar & Luther, LLP 1994 - 2002
Greenwood, Young, Tarshis, Dimiero & Sayovitz 1987 - 1994
Sills Cummis & Gross P.C. 1985 - 1987
Skills
ESOP, ERISA, Executive Pay, Corporate Governance, Mergers, Corporate Law, Succession Planning, Corporate Finance, Tax, Retirement, Employee Benefits, Profit Sharing, Executive Management, Mergers & Acquisitions, Securities Regulation, Business Valuation, Exit Strategies, Acquisitions, Due Diligence, Commercial Litigation, Estate Planning, Recapitalizations, Management, Investment Banking, Joint Ventures, Valuation
Education
Cornell Law School 1981 — 1984
Doctor of Law (J.D.)
Cornell University 1977 — 1981
BS, ILR
The Wheatley School 1972 — 1977
H.S.
Steiker, Greenapple & Croscut, P.C. June 2002 - Present
SES Advisors, Inc. June 2002 - Present
The ESOP Association May 2013 - Present
WEXCO Incorporated May 2013 - Present
Steiker, Fischer, Edwards & Greenapple, P.C. June 2002 - December 2014
Dillon, Bitar & Luther, LLP 1994 - 2002
Greenwood, Young, Tarshis, Dimiero & Sayovitz 1987 - 1994
Sills Cummis & Gross P.C. 1985 - 1987
Skills
ESOP, ERISA, Executive Pay, Corporate Governance, Mergers, Corporate Law, Succession Planning, Corporate Finance, Tax, Retirement, Employee Benefits, Profit Sharing, Executive Management, Mergers & Acquisitions, Securities Regulation, Business Valuation, Exit Strategies, Acquisitions, Due Diligence, Commercial Litigation, Estate Planning, Recapitalizations, Management, Investment Banking, Joint Ventures, Valuation
Education
Cornell Law School 1981 — 1984
Doctor of Law (J.D.)
Cornell University 1977 — 1981
BS, ILR
The Wheatley School 1972 — 1977
H.S.
Jim Luetkemeyer Jim Luetkemeyer's The ESOP Association Experience 1998 - 2000
Job Senior Partner at Finn Partners
Industry Public Relations and Communications
Experience
Finn Partners April 2015 - Present
Widmeyer Communications, a Finn Partners Company July 2013 - April 2015
Widmeyer Communications, a Finn Partners Company January 2013 - July 2013
Widmeyer Communications September 2012 - January 2013
Widmeyer Communications March 2008 - September 2012
U.S. House of Representatives August 2000 - March 2008
The ESOP Association 1998 - 2000
Daily O'Collegian 1997 - 1997
Skills
Strategic Communications, Crisis Communications, Message Development, Media Relations, Public Affairs, Press Releases, Public Relations, Corporate Communications, Speech Writing, Politics, Public Policy, Reputation Management, Spokesperson
Education
Georgetown University - The McDonough School of Business 2005 — 2008
MBA
Oklahoma State University 1993 — 1997
Bachelor of Arts, Journalism
Finn Partners April 2015 - Present
Widmeyer Communications, a Finn Partners Company July 2013 - April 2015
Widmeyer Communications, a Finn Partners Company January 2013 - July 2013
Widmeyer Communications September 2012 - January 2013
Widmeyer Communications March 2008 - September 2012
U.S. House of Representatives August 2000 - March 2008
The ESOP Association 1998 - 2000
Daily O'Collegian 1997 - 1997
Skills
Strategic Communications, Crisis Communications, Message Development, Media Relations, Public Affairs, Press Releases, Public Relations, Corporate Communications, Speech Writing, Politics, Public Policy, Reputation Management, Spokesperson
Education
Georgetown University - The McDonough School of Business 2005 — 2008
MBA
Oklahoma State University 1993 — 1997
Bachelor of Arts, Journalism
Linshuang Lu Linshuang Lu's The ESOP Association Experience May 2015 - Present
Job Principal at Praxis Consulting Group, Inc.
Industry Management Consulting
Experience
The ESOP Association May 2015 - Present
Praxis Consulting Group, Inc. 2010 - Present
The National Center for Employee Ownership (NCEO) February 2012 - April 2015
Praxis Consulting Group, Inc. 2010 - 2014
University of Pennsylvania 2010 - 2013
Nonprofit Finance Fund 2007 - 2010
Oliver Wyman 2006 - 2007
Skills
training, facilitation, research, Workshop Facilitation, Training, Financial Analysis, Non-profits, Organizational..., Organizational Culture, Research, Nonprofits, Management Consulting, Leadership, Strategic Planning, Management, Finance, Public Speaking, Risk Management
Education
American University 2012 — 2014
Masters of Science, Organization Development
University of Pennsylvania
Bachelor of Arts, International Studies, Comparative Literature and Literary Theory
University of Pennsylvania - The Wharton School
Bachelor of Science, Finance
Leland High School
The ESOP Association May 2015 - Present
Praxis Consulting Group, Inc. 2010 - Present
The National Center for Employee Ownership (NCEO) February 2012 - April 2015
Praxis Consulting Group, Inc. 2010 - 2014
University of Pennsylvania 2010 - 2013
Nonprofit Finance Fund 2007 - 2010
Oliver Wyman 2006 - 2007
Skills
training, facilitation, research, Workshop Facilitation, Training, Financial Analysis, Non-profits, Organizational..., Organizational Culture, Research, Nonprofits, Management Consulting, Leadership, Strategic Planning, Management, Finance, Public Speaking, Risk Management
Education
American University 2012 — 2014
Masters of Science, Organization Development
University of Pennsylvania
Bachelor of Arts, International Studies, Comparative Literature and Literary Theory
University of Pennsylvania - The Wharton School
Bachelor of Science, Finance
Leland High School
Nancy Stern's The ESOP Association Experience 2009 - July 2013
Job Executive Vice President, General Counsel and Secretary at Allston Trading
Industry Law Practice
Experience
Allston Trading July 2013 - Present
The ESOP Association 2009 - July 2013
Katten Muchin Rosenman LLP September 2006 - July 2013
R.J. O'Brien September 2009 - December 2009
Gardner Carton & Douglas LLP 1996 - 2006
U.S. District Court September 1994 - August 1996
Skills
Mergers, ESOP, Corporate Finance, Corporate Governance, Due Diligence, Negotiation, Private Equity, Contract Negotiation, Joint Ventures, Securities, Corporate Law, Executive Compensation, Succession Planning, Executive Pay, Acquisitions, ERISA, Mergers & Acquisitions, Fiduciary, Finance, IPO, Equities, Venture Capital, Private Placements, Restructuring, Securities Regulation, Business Valuation, LBO, Divestitures, M&A experience
Education
University of Michigan Law School 1991 — 1994
JD
University of Michigan 1988 — 1991
AB with distinction, Economics
Allston Trading July 2013 - Present
The ESOP Association 2009 - July 2013
Katten Muchin Rosenman LLP September 2006 - July 2013
R.J. O'Brien September 2009 - December 2009
Gardner Carton & Douglas LLP 1996 - 2006
U.S. District Court September 1994 - August 1996
Skills
Mergers, ESOP, Corporate Finance, Corporate Governance, Due Diligence, Negotiation, Private Equity, Contract Negotiation, Joint Ventures, Securities, Corporate Law, Executive Compensation, Succession Planning, Executive Pay, Acquisitions, ERISA, Mergers & Acquisitions, Fiduciary, Finance, IPO, Equities, Venture Capital, Private Placements, Restructuring, Securities Regulation, Business Valuation, LBO, Divestitures, M&A experience
Education
University of Michigan Law School 1991 — 1994
JD
University of Michigan 1988 — 1991
AB with distinction, Economics
Carla Klingler's The ESOP Association Experience 1980 - Present
Job Owner/President at PyraStar Pension Group, Inc
Industry Financial Services
Experience
PyraStar Pension Group, Inc. January 2006 - Present
Paragon Pension Services, Inc. March 1999 - Present
The National Center for Employee Ownership (NCEO) 1985 - Present
pension and consulting industry 1980 - Present
The ESOP Association 1980 - Present
many companies 1980 - 2014
Menke & Associates July 1980 - March 1999
Skills
Pensions, ERISA, 401k, Defined Benefit, Tax, ESOP, Retirement, Due Diligence, Succession Planning, Mergers & Acquisitions, Retirement Planning, Corporate Law, Stocks, Executive Pay, Finance, Employee Benefits, Small Business, Securities, Estate Planning, Qualified Retirement..., Financial Advisory
Education
Wharton School of Business, through Golden Gate University, San Francisco 1981 — 1985
CEBS, Business Management
University of California, Santa Barbara 1978 — 1980
B.S, Economics, Finance & Accounting
Universifty of Kentucky 1975 — 1977
Economics, School of Business
PyraStar Pension Group, Inc. January 2006 - Present
Paragon Pension Services, Inc. March 1999 - Present
The National Center for Employee Ownership (NCEO) 1985 - Present
pension and consulting industry 1980 - Present
The ESOP Association 1980 - Present
many companies 1980 - 2014
Menke & Associates July 1980 - March 1999
Skills
Pensions, ERISA, 401k, Defined Benefit, Tax, ESOP, Retirement, Due Diligence, Succession Planning, Mergers & Acquisitions, Retirement Planning, Corporate Law, Stocks, Executive Pay, Finance, Employee Benefits, Small Business, Securities, Estate Planning, Qualified Retirement..., Financial Advisory
Education
Wharton School of Business, through Golden Gate University, San Francisco 1981 — 1985
CEBS, Business Management
University of California, Santa Barbara 1978 — 1980
B.S, Economics, Finance & Accounting
Universifty of Kentucky 1975 — 1977
Economics, School of Business
J. Michael Keeling's The ESOP Association Experience April 1991 - Present
Job President, The ESOP Association
Industry Nonprofit Organization Management
Experience
The ESOP Association April 1991 - Present
Private Practice of Law, Washington, DC September 1981 - March 1991
Office of Congressman J.J. Pickle August 1972 - September 1981
Consultant, Political Campaigns and Government Policy September 1969 - August 1972
Skills
ERISA, Executive Pay, 401k, Defined Benefit, Corporate Governance, Succession Planning, Retirement, Employee Benefits, Pensions, Mergers, Deferred Compensation, Corporate Law, Due Diligence, Tax, Corporate Finance
Education
The University of Texas School of Law 1969 — 1972
J.D., Labor Law
Yale University 1965 — 1969
B.A., Political Science
Kilgore High School 1962 — 1965
High School Diploma, NA
The ESOP Association April 1991 - Present
Private Practice of Law, Washington, DC September 1981 - March 1991
Office of Congressman J.J. Pickle August 1972 - September 1981
Consultant, Political Campaigns and Government Policy September 1969 - August 1972
Skills
ERISA, Executive Pay, 401k, Defined Benefit, Corporate Governance, Succession Planning, Retirement, Employee Benefits, Pensions, Mergers, Deferred Compensation, Corporate Law, Due Diligence, Tax, Corporate Finance
Education
The University of Texas School of Law 1969 — 1972
J.D., Labor Law
Yale University 1965 — 1969
B.A., Political Science
Kilgore High School 1962 — 1965
High School Diploma, NA
David Fitz-Gerald's The ESOP Association Experience May 2012 - Present
Job CFO at Carris Reels
Industry Packaging and Containers
Experience
Carris Reels 1992 - Present
The ESOP Association May 2012 - Present
Employee Ownership Foundation May 2013 - Present
The ESOP Association 2011 - Present
The New England Chapter of The ESOP Association June 2007 - Present
Vermont Employee Ownership Center January 2010 - December 2012
The New England Chapter of The ESOP Association 2010 - 2011
College of St. Joseph in Vermont September 2007 - May 2009
Santa's Workshop, North Pole, NY May 1978 - August 1979
Skills
ESOP Education, ESOP Presentations, ESOP Advocacy, Conference Planning, Corporate Finance, Corporate Governance, Business Valuation, Mergers & Acquisitions, Executive Pay, Process Improvement, Financial Analysis, 401k, Cost Accounting, Accounting, Financial Reporting, Divestitures, GAAP, Tax, ERISA, Managerial Finance, Employee Benefits, Internal Controls
Education
University at Albany, SUNY 2005 — 2007
MBA
Clarkson University 1984 — 1986
BS, Accounting
North Country Community College 1982 — 1984
Associates, Business
The Harley School 1969 — 1980
High School Diploma
Carris Reels 1992 - Present
The ESOP Association May 2012 - Present
Employee Ownership Foundation May 2013 - Present
The ESOP Association 2011 - Present
The New England Chapter of The ESOP Association June 2007 - Present
Vermont Employee Ownership Center January 2010 - December 2012
The New England Chapter of The ESOP Association 2010 - 2011
College of St. Joseph in Vermont September 2007 - May 2009
Santa's Workshop, North Pole, NY May 1978 - August 1979
Skills
ESOP Education, ESOP Presentations, ESOP Advocacy, Conference Planning, Corporate Finance, Corporate Governance, Business Valuation, Mergers & Acquisitions, Executive Pay, Process Improvement, Financial Analysis, 401k, Cost Accounting, Accounting, Financial Reporting, Divestitures, GAAP, Tax, ERISA, Managerial Finance, Employee Benefits, Internal Controls
Education
University at Albany, SUNY 2005 — 2007
MBA
Clarkson University 1984 — 1986
BS, Accounting
North Country Community College 1982 — 1984
Associates, Business
The Harley School 1969 — 1980
High School Diploma
Kathryn Katie Daly's The ESOP Association Experience May 2012 - May 2014
Job Managing Director, Chartwell Capital Solutions
Industry Financial Services
Experience
Chartwell Capital Solutions January 2012 - Present
DKS Associates October 2013 - Present
The ESOP Association May 2012 - May 2014
Columbia Financial Advisors 1995 - December 2011
The ESOP Association May 2009 - May 2011
Willamette Management Associates 1988 - 1995
Skills
ESOP, Corporate Finance, Mergers, Business Valuation, Valuation, Mergers & Acquisitions, Securities, Private Placements, Corporate Governance, Tax, Equities, Venture Capital, Due Diligence, M&A experience, Executive Pay, Restructuring, Fairness Opinions, Financial Advisory, Finance, Private Equity, LBO, ERISA, Analysis
Education
The George Washington University - School of Business 1985 — 1988
bbad
Chartwell Capital Solutions January 2012 - Present
DKS Associates October 2013 - Present
The ESOP Association May 2012 - May 2014
Columbia Financial Advisors 1995 - December 2011
The ESOP Association May 2009 - May 2011
Willamette Management Associates 1988 - 1995
Skills
ESOP, Corporate Finance, Mergers, Business Valuation, Valuation, Mergers & Acquisitions, Securities, Private Placements, Corporate Governance, Tax, Equities, Venture Capital, Due Diligence, M&A experience, Executive Pay, Restructuring, Fairness Opinions, Financial Advisory, Finance, Private Equity, LBO, ERISA, Analysis
Education
The George Washington University - School of Business 1985 — 1988
bbad
Joseph Cabral's The ESOP Association Experience May 2007 - May 2011
Job Community Supporter & Employee Ownership Advocate
Industry Management Consulting
Experience
Joe Cabral July 2012 - Present
Southeast Ventura County Ymca 2007 - Present
The ESOP Association May 2007 - May 2011
Chatsworth Products Inc.. June 1991 - December 2004
The ESOP Association May 2000 - May 2004
Skills
Corporate Governance, Executive Pay, Mergers, ESOP, Retirement, Strategic Planning, 401k, Succession Planning, Public Speaking, Business Strategy, Team Building, Leadership Development, Financial Advisory, Due Diligence, Management Consulting
Education
California State University-East Bay 1967 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Joe Cabral July 2012 - Present
Southeast Ventura County Ymca 2007 - Present
The ESOP Association May 2007 - May 2011
Chatsworth Products Inc.. June 1991 - December 2004
The ESOP Association May 2000 - May 2004
Skills
Corporate Governance, Executive Pay, Mergers, ESOP, Retirement, Strategic Planning, 401k, Succession Planning, Public Speaking, Business Strategy, Team Building, Leadership Development, Financial Advisory, Due Diligence, Management Consulting
Education
California State University-East Bay 1967 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Allison Cogbill's The ESOP Association Experience October 2000 - November 2003
Job Government Affairs Director at Amgen
Industry Government Relations
Experience
Amgen Inc. March 2013 - Present
Amgen Inc. March 2008 - March 2013
Amgen Inc. December 2005 - March 2008
American Society of Association Executives (ASAE) November 2003 - December 2005
The ESOP Association October 2000 - November 2003
Education
Temple University 1996 — 2000
Bachelor of Arts (BA), Communication, General
Amgen Inc. March 2013 - Present
Amgen Inc. March 2008 - March 2013
Amgen Inc. December 2005 - March 2008
American Society of Association Executives (ASAE) November 2003 - December 2005
The ESOP Association October 2000 - November 2003
Education
Temple University 1996 — 2000
Bachelor of Arts (BA), Communication, General
Amy Gwiazdowski's The ESOP Association Experience December 2003 - Present
Job Director of Communications at The ESOP Association
Industry Public Relations and Communications
Experience
The ESOP Association December 2003 - Present
Association of American Publishers December 1999 - December 2003
The Population Institute 1999 - 1999
Volunteeers of America Pennsylvania 1997 - 1998
Volunteeers of America Pennsylvania 1997 - 1997
Skills
Webmaster Services, Press Releases, Book Reviewer, Book Blogger, Blogging, Books, Newsletters, Publishing, 401k, Employee Benefits, Social Media, Marketing Communications, Web Content, Strategic Communications, Speech Writing, Media Relations
Education
The George Washington University 1998 — 1999
Masters, Political Management
King's College 1993 — 1997
Bachelor of Arts (B.A.), Communications
The ESOP Association December 2003 - Present
Association of American Publishers December 1999 - December 2003
The Population Institute 1999 - 1999
Volunteeers of America Pennsylvania 1997 - 1998
Volunteeers of America Pennsylvania 1997 - 1997
Skills
Webmaster Services, Press Releases, Book Reviewer, Book Blogger, Blogging, Books, Newsletters, Publishing, 401k, Employee Benefits, Social Media, Marketing Communications, Web Content, Strategic Communications, Speech Writing, Media Relations
Education
The George Washington University 1998 — 1999
Masters, Political Management
King's College 1993 — 1997
Bachelor of Arts (B.A.), Communications
Rosemary Clements's The ESOP Association Experience 2010 - Present
Job VP, Conferences & Meetings at The ESOP Association
Industry Nonprofit Organization Management
Experience
The ESOP Association 2010 - Present
Education
Trinity University-Washington
BA, Psychology & Sociology/minor in Business
The ESOP Association 2010 - Present
Education
Trinity University-Washington
BA, Psychology & Sociology/minor in Business