Kelly Finnell
Executive Financial Services, Inc.
Memphis, Tennessee
Contact
How to contact
kfin@execfin.com
Professional Profile
Call Me When
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
Professions
Coach
Consultant
Functional Expertise
Corporate finance
Employee benefits
ESOPs
Finance
Financial Modelling
Transaction advisory
Transaction intermediary
Business Focus
ESOPs are all we do. Services: ESOP Feasibility Analysis, ESOP Implementation and Mature ESOP Consulting
Professional Certification
JD, CLU, AIF
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
Ownership Succession
Chapter information
Membership
Nashville Sponsor
Member since
Member for 2 years
Sponsorship Type
Annual
Why I'm a Member of XPX
ESOPs
Make XPX Part of Your Business Plans
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