Lori Stuart

ESOP Champion

Role
Managing Director at Scj Fiduciary Services
Location
Columbus, OH, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Managing Director

    Scj Fiduciary Services

    Feb 2025 — Present

Skills

  • Tax
  • Financial Reporting
  • 401k
  • Business Valuation
  • Finance
  • Benefits Administration
  • Strategic Planning
  • Accounting
  • Deferred Compensation
  • Esop
  • Financial Analysis
  • Executive Pay
  • Employee Benefits
  • Corporate Governance
  • Estate Planning
  • 401(K) Compliance
  • Retirement
  • Strategic Financial Planning
  • Risk Management
  • Financial Planning
  • Corporate Finance
  • Mergers
  • Esop Consulting and Recordkeeping
  • Investments
  • Succession Planning
  • Erisa
  • Due Diligence
  • Pensions
  • Mergers
  • Financial Modeling
  • Payroll

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Lori Stuart — Managing Director at Scj Fiduciary Services in Columbus, OH, US | Unifers