JM
Jennie Msall
Director at Ventura Trust
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Work Experience
Sep 2023 - Present · 1 years and 4 months
Director
Apr 2024 - Present · 9 months
Relationship Manager
Sep 2023 - Mar 2024 · 6 months
Consultant
Sep 2021 - Sep 2023 · 2 years
Company Details
11-50 Employees
Our only job is to serve as your ESOP trustee. We provide ongoing, transactional, and consulting trustee services. We serve as directed or discretionary trustee as well as Special Valuation Fiduciary. Transactions include purchase of employer securities for new and existing ESOPs, sale of stock or assets and termination engagements. We also provide consulting services to boards and internal trustees. We work every day to build real relationships with clients and ESOP professionals. We take the time to get to know you, care about you, and be your loyal partner. We will engage in a constant dialogue with you and with all your ESOP advisors. We listen and not just talk. We want to be the most service oriented and people-oriented ESOP Trustee while developing the best practices and highest degree of professionalism, with a dedication to improvement and growth.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
719 W Minnehaha Pkwy Minneapolis, Minnesota 55419, US
Keywords
ESOP Fiduciary Services
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