Ventura ESOP Fiduciary Services
Neil Brozen managed 175 ESOP transactions and 70 ongoing ESOPs while working for two institutional trustees from 2005 through April 2016. He began Ventura ESOP Fiduciary Services in July 2016, served as transactional trustee for 90 ESOPs, and has 95 ongoing clients. Neil was a director for the NCEO, a frequent national speaker on ESOP issues, and wrote chapters for several NCEO publications. He has worked for the IRS, Arthur Andersen & Co., several private companies, and his own management consulting firm.