William (Bill) Obrien, Corporate Client Group Director

Grid Insight

Bio

Ann is an accomplished ESOP executive with 20+ years of experience in a multitude of industries. Prior to joining The ESOP Group at Morgan Stanley, she was the General Counsel and Chief Administrative Officer at a $500MM employee-owned company.

#Qualified Retirement Plan

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Why employee ownership

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Services and Fees

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Roles

Registered Investment Advisor (Ria)
Wealth Advisor
Financial Advisor

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How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

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Morgan Stanley
Service Provider

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Talk it through.

William (Bill) Obrien

Bio

Why employee ownership

Services and Fees

Join The Grid to view full services and fees information

Roles

Ask Zolid AI

Organizations1

Current1

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