Vice President - Consulting
Principal Financial Group
HAMBURG, NY
Joe is Vice President – Consulting at Principal® and has over 35 years of experience in employee benefits and consulting on ESOPs. He specializes in the analysis, design, implementation, and operation of ESOPs including repurchase obligation planning and share repurchase strategies.
Joe is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants (NYSSCPA), The ESOP Association (TEA), and the National Center of Employee Ownership (NCEO).
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What to Expect in Your First Year as an ESOP
Tuesday, April 15, 2025
12:45 PM – 1:45 PM MST