Brenda A. Bennett
Corporate Liquidity Planning Group of UBS | Financial Planner | ESOP Cash & Investment Planning Specialist | Repurchase Obligation Strategist | Exit Planning Advisor | Legacy Building Advocate | Avid Hiker & Yoga Teacher
- Role
- Financial Advisor at UBS
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Brenda A. Bennett
With more than 25+ years in liquidity planning, investment strategy, and advisory work…
Experience
Financial Advisor
Apr 2024 — Present · Columbus, OH, US
I specialize in ESOP Cash Management & Investment Planning for ESOP companies, ESOP trusts and the unique planning needs of the selling shareholder. With a focus on advising ESOP companies on the critical importance of comprehensive cash and investment planning, I emphasize proactive financial strategies to support operational stability, the fulfillment of repurchase obligations and managing Trust cash for the benefit of the employee owners.* Collaborate with ESOP trustees and company executives to design and implement bespoke investment strategies that align with long-term financial goals and regulatory requirements.* Advise selling shareholder(s) on creating effective financial strategies that utilize their equity and assets to align with their goals related to family, health, wealth and charitable causes, allowing seamless execution of their vision for their post-exit life.* Lead initiatives to promote financial planning within the ESOP community, filling a critical gap in cash and investment management knowledge and practices.* Drive awareness and adoption of innovative Repurchase Obligation funding structures, positioning the firm as a leader in ESOP financial strategy.* Conduct in-depth market analysis to identify emerging trends and opportunities in ESOP cash management and investment planning, informing strategic decision-making.
Education
Duquesne University
B.S. in Business Administration, Investment Management
1997 — 2001
Skills
- Series 24
- Equity Derivatives
- Mutual Funds
- Portfolio Management
- Finance
- Alternative Investments
- Market Linked Products
- Internal Marketing
- Sales
- Equities
- Investment Management
- Series 7
- Strategic Financial Planning
- Investments
- Wealth Management
- Data Analysis
- Project Management
- Fixed Income
- Retirement Planning
- Product Management
- Structured Products
- Interdepartmental Relations
- Strategic Planning
- Product Development
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