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MEMBER PROFILE

 

Kelly Finnell

Executive Financial Services, Inc.

 

Member profile details

Membership level
Nashville Sponsor
First name
Kelly
Last name
Finnell
Title
President/CEO
Company
Executive Financial Services, Inc.
XPX Chapter Email Lists
  • Dallas News & Events
  • Nashville News & Events
  • Phoenix News & Events
 

XPX ROLE

Chapter Sponsorship Type
Annual
 

CONTACT INFORMATION

City
Memphis
State
Tennessee
 

PROFILE INFORMATION

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.
Why I/we support XPX
ESOPs
Profession
  • Coach
  • Consultant
Functional Expertise
  • Corporate finance
  • Employee benefits
  • ESOPs
  • Finance
  • Financial Modelling
  • Transaction advisory
  • Transaction intermediary
Client Industry(ies)
  • 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
Professional Certification(s)
JD, CLU, AIF
In Business Since
1981
How to contact
kfin@execfin.com
Website
www.execfin.com
Twitter name
@esopcoach
Business Focus
ESOPs are all we do. Services: ESOP Feasibility Analysis, ESOP Implementation and Mature ESOP Consulting
Client Results
Ownership Succession
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