Neil Brozen
President @Ventura Trust
Minneapolis, MN, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2016 — Present
President @Ventura Trust
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Minneapolis, MN, US
Ventura provides transactional and ongoing ESOP trustee services to ESOPs across the country as well as consulting services to internal trustees. Our business model is to offer the resources of an institutional trustee while providing flexible, responsive, high quality personal services while developing long-term relationships at a reasonable value.
SKILLS
ManagementForecastingFinancePublic SpeakingEstate PlanningTrusteeCredit AnalysisFinancial AnalysisIntegrated MarketingLeadershipTaxCommercial LendingTrainingMergers & AcquisitionsValuationCpaDue DiligenceSmall BusinessEsopRetirement PlanningSuccession PlanningErisaLoansPrivate EquityMarketing
ABOUT NEIL BROZEN
I\'ve provided ESOP trustee services while working for two institutional trustees, BNC…
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