James Duca

Outlook Amazon AWS Webflow Salesforce Google Tag Manager Mobile Friendly Typekit Circle AI

esop fiduciary services employee stock ownership trustee services trust company alternative fiduciary corporate governance esop administration esop valuation qualified plans employee ownership fiduciary oversight investment management trust administration retirement planning independent trustee plan participants ownership transition valuation services trust operations fiduciary compliance special needs trusts wealth management financial freedom client service expert fiduciaries erisa compliance fiduciary standards business succession risk management legal advisory financial independence community engagement corporate social responsibility webinars industry resources conferences esop transactions team expertise healthcare industry construction industry manufacturing sector retail solutions transportation services service diversity administrative efficiencies client relationships professional development dedicated professionals financial services