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Chuck White
Director Of Esop Administration at Boulay
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Work Experience
Director Of Esop Administration
Apr 2019 - Present · 5 years and 8 months
ses esop plan services
Esop Consultant
Jan 2011 - Mar 2019 · 8 years and 2 months
Senior Plan Administrator
May 2006 - Oct 2010 · 4 years and 5 months
Company Details
201-500 Employees
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting.
Year Founded
1934
Social Media
LinkedinFacebookTwitter
Industry
Accounting
HQ Location
11095 Viking Dr Suite 500 Eden Prairie, Minnesota 55344, US
Keywords
AssuranceTaxEmployee BenefitsAccounting AdvisoryConsultingBusiness ValuatioMergers and AcquisitioSECEstate and TrustESOP
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