Darvyn and Maria will be attending Texas/Oklahoma Chapter of The ESOP Association 2024 Fall Conference this week!
Ventura Trust
Finanzdienstleistungen
Minneapolis, Minnesota 883 followers
ESOP Trustee services that work hand-in-hand with you, your business, your advisors, your employees, and your clients
Über uns
Our only job is to serve as your ESOP trustee. We provide ongoing, transactional, and consulting trustee services. We serve as directed or discretionary trustee as well as Special Valuation Fiduciary. Transactions include purchase of employer securities for new and existing ESOPs, sale of stock or assets and termination engagements. We also provide consulting services to boards and internal trustees. We work every day to build real relationships with clients and ESOP professionals. We take the time to get to know you, care about you, and be your loyal partner. We will engage in a constant dialogue with you and with all your ESOP advisors. We listen and not just talk. We want to be the most service oriented and people-oriented ESOP Trustee while developing the best practices and highest degree of professionalism, with a dedication to improvement and growth.
- Website
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http://www.venturaesop.com
External link for Ventura Trust
- Industrie
- Finanzdienstleistungen
- Größe des Unternehmens
- 11-50 Mitarbeiter
- Hauptsitz
- Minneapolis, Minnesota
- Typ
- In Privatbesitz
- Spezialitäten
- ESOP Fiduciary Services
Standorte
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Primäre
Wegbeschreibung erhalten
719 W Minnehaha Pkwy
Minneapolis, Minnesota 55419, US
Employees at Ventura Trust
Aktualisierungen
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🎯💥 Flashback to the Ventura team battling it out at Game Show Battle Rooms! Check out our group photo from an epic team-building experience. #TeamBuilding #VenturaSummerMeeting2024
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🤝Team building and community support—talk about a win-win! This year, Ventura is proud to partner with Greater Twin Cities United Way for their Action Day initiative. Our team came together to assemble backpacks for children in need across the Twin Cities. Check out these snapshots of our team in action!🎒 #ActionDay2024 #VenturaVolunteers #VenturaSummerMeeting2024 #TeamBuilding #CommunityOutreach
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🎉 What a fun and fantastic way to kick off our Bi-Annual Ventura Team Meeting last week in Minneapolis at the Top Golf Suite at Graduate Hotels. ⛳️ #VenturaTeamMeeting2024 #TeamBuilding
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🌟 We’re thrilled to share Bryan Construction Inc.'s successful transition to an ESOP recently spotlighted in the June edition of the Employee Ownership Expansion Network Monthly Newsletter! As the trustee for this pivotal transition, we are proud to have supported Bryan Construction in shaping a brighter future for their team. 🎇 Watch Bryan Construction Inc. inspiring story here: https://lnkd.in/e4agrgDM
Bryan Construction 2024 History and ESOP Video
https://www.youtube.com/
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🌟 This week, we turn the spotlight to Mary Wertz, CEO and co-founder of Ventura Trust, instrumental in shaping its strategic vision and operational success. Together with her husband Neil M. Brozen, Mary launched Ventura Trust in July 2016, leveraging decades of legal expertise and business acumen. She oversees growth planning, communications, marketing, and human resources, ensuring Ventura Trust’s ongoing commitment to excellence and client satisfaction. Mary brings over 30 years of comprehensive business experience, complemented by two decades as a practicing attorney following her admission to the MN Bar. Her perspective is enriched by owning a management consulting firm and several other successful ventures. With a decade of collaboration alongside Neil in ESOP initiatives, Mary shares a dedication to delivering exceptional client service and fostering enduring relationships. Mary holds a JD earned in 1979 and achieved a Masters in Design from the University of Minnesota in 2005. Beyond her professional endeavors, Mary is deeply passionate about art and children. She resides with Neil, co-founder of Ventura, and their cherished dogs, Max and Rocky. Join us in applauding Mary’s monumental leadership and ever-evolving vision as the Co-Founder and CEO of Ventura Trust! 🎉 Here’s to future growth and success! #LeadershipExcellence #VenturaTrust #VenturaTeam
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We had an incredible time sponsoring and volunteering at this year's 'Action Day' initiative, organized by Greater Twin Cities United Way and hosted at Target Center with the Minnesota Timberwolves and Minnesota Lynx! Look at our team in action, helping assemble backpacks for local school aged children as they prepare for the upcoming school year. Learn how you can help in your area, visit your local United Way website for more information: https://lnkd.in/grJJwRJ #ActionDay2024 #GreatTwinCitiesUnitedWay #VenturaVolunteers
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We look forward to seeing you there!
⛳ Join Us for the MNCEO Golf Fundraiser! ⛳ Save the date for Thursday, September 5th, 2024, and prepare for an afternoon of golf and networking at Bunker Hills Golf Course in Coon Rapids! 📅 Date: Thursday, September 5th, 2024 📍 Location: Bunker Hills Golf Course, 2800 Bunker Prairie Road Northwest, Coon Rapids, MN, 55448 Event Schedule: 1:00 PM – 4:30 PM: Golf 4:30 PM – 6:00 PM: Reception Support a great cause while enjoying a fantastic day on the greens. Registration is now open, so don’t miss out! Register here: https://lnkd.in/dm5JmMS9 #MNCEO #GolfFundraiser #Networking #CommunitySupport
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As we celebrate our 8th Anniversary, we’re thrilled to reflect on our remarkable achievements and growth over this last year. From our humble beginnings to where we stand today, each milestone underscores our dedication and pursuit of excellence. We extend immense gratitude to our incredible clients, partners, and friends whose unwavering support has been integral to our success. To our dedicated team, whose hard work, creativity, and unwavering commitment propel Ventura Trust forward, thank you! Cheers to many more innovative, collaboration, and shared success together!
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📽 Get an inside look at Ventura's journey with our inspiring 'Our Story' video! Discover where we started, how far we've come, and our exciting vision for the future. 👉 Tap below to watch and be a part of our story! #VenturaTrust #OurStory #BusinessJourney