Esop Expert Witness Listings

Welcome to our Esop experts directory. Browse the profiles below to find the right expert witness in Esop for your case. Our SEAK Expert Witness Database is always free to search.

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Daniel M Reser, JD Fiduciary Services, Inc.

San Rafael, California
Financial Expert Witness - Independent Fiduciary, Corporate Retirement Plans, ERISA, ESOP, Trusts, Benefits, Mergers, Acquisitions, Valuation
Mr. Reser has been a corporate fiduciary for securities and reorganization transactions as well as trustee and custodian of retirement plans for over 30 years. Much of this time was as an officer of large national and international banks. Since 2003 he has served as the President of Fiduciary Services, Inc. (“FSI”), a registered investment advisor located in San Rafael, California. Mr. Reser and FSI focus on providing trustee and fiduciary services for transactions and ongoing administration related to Employee Stock Ownership Plans or ESOPs. An ESOP transaction involves purchasing company stock from business owners who are looking for an exit or liquidity plan for their businesses where the shares are placed in a trust for the employee/participants. There can be significant tax and incentive advantages for selling to and maintaining an ESOP owned company. Besides holding an undergraduate and law degree from Southern Methodist University Mr. Reser graduated from the UCLA John ...
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Clifford Stephan, B.S. OneCompensation

San Jose, California
Employment Expert Witness - Employee Compensation, Lost Wages, Human Resources, Executive Compensation, Compensation Plans, Bonuses, Wages, Employee Pay, Employee Stock Plans, ESOP, Stock Options, Bonus Pay, Incentives, Salary, Base Pay, Careers, Promotions
Principal of OneCompensation, a Silicon Valley based compensation consulting firm. • Over 15 years’ experience designing and analyzing compensation programs for organizations in technology, Pre-IPO, healthcare, and government in the Bay Area and across the US • Assess and design employee and executive pay/compensation programs (base pay, bonus, sales commissions, stock) and total earnings potential in cases • Ability to determine defensible compensation levels and expectations based on current positions held, performance, work history/experience, industry, and geographic market • Subject matter expert and advisor for employee pay, incentives, stock and career development programs Broad Industry Experience – Clients Include: • High Tech: Google, LinkedIn, Motorola Mobility, Nvidia, Brocade, Robert Half, Ebay • Healthcare: Kaiser Permanente, Sutter Health, Stanford Healthcare, UCSF, UCLA, UCSD • Pre-IPO Clients: Eventbrite, Wickr, Trulia, PlayStudios, Tango, Tradeshift, Crowd Strik...
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