Trevor Monnig

Esop Trustee @Acumen Advisory Services, Llc

Jefferson City, MO, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Esop Trustee @Acumen Advisory Services, Llc

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Jefferson City, MO, US

Trevor is the newest member of the Acumen Advisor team. Previously, he spent nearly 20 years in the role of CFO for two high-growth companies. Introduced to ESOPs in 2015, he immediately developed a passion for employee ownership. Trevor led the ESOP transaction at PFSbrands from the CFO chair resulting in 100% Employee Ownership in January 2017. Following, he gained direct experience navigating the unique aspects of an ESOP company including education of Employee Owners, legal and accounting compliance, valuation, and third party administration. Coupling his passion for ESOPs with previous experience in acquisitions of privately held companies, Trevor is excited be part of growing the number of both ESOP companies and Employee Owners across the United States. Since 2015, Trevor has been highly active in the ESOP community at the local, regional, and national level. He currently serves as the President of the Heart of America Chapter of The ESOP Association, sits on the Advisory Board of the Missouri Center of Employee Ownership, and is a regular speaker at regional and national ESOP events. He currently serves on multiple Boards as an external Director including ESOP companies.

EDUCATION

1993 — 1997

Truman State University

Bachelor’s Degree, Accounting

1999 — 2001

Webster University

Master’s Degree, Business Administration and Management, General

SKILLS

LeadershipFinancial PlanningStrategic PlanningFinancial AnalysisCFOContract NegotiationCash FlowTeam BuildingManagementGreat Game of BusinessBudgetsFinanceAccountingBusiness PlanningBudgetingFinancial ReportingBusiness StrategyForecastingManagerial Finance

ABOUT TREVOR MONNIG

ESOP Trustee at Acumen Advisory Services

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Trevor Monnig — Esop Trustee at Acumen Advisory Services, Llc in Jefferson City, MO, US | Unifers