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This profile was last updated on 9/30/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Neil M. Brozen CPA

Wrong Neil M. Brozen CPA?

Vice President and Managing Direc...

Local Address: Minneapolis, Minnesota, United States
Bankers Trust Company
453 7Th Street
Des Moines, Iowa 50309
United States

Company Description: Bankers Trust (www.bankerstrust.com) is a full-service bank uniquely positioned to offer businesses and individuals the best of both worlds -- the product depth and...   more
Background

Employment History

Board Memberships and Affiliations

23 Total References
Web References
National Center for Employee Ownership (NCEO) Board of Directors
www.nceo.org, 11 June 2014 [cached]
Neil Brozen BTC ESOP Services
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Neil Brozen Neil Brozen is a vice president and managing director at BTC ESOP Services. He has been providing ESOP trustee services since 2005 and opened the Minneapolis office for BTC in 2010. He is a member of the board of governors for the ESOP Association as well as a frequent national speaker on various ESOP issues. Neil wrote the article "Responding to Unsolicited Offers to Purchase ESOP Companies" in the NCEO issue brief Responding to Acquisition Offers in ESOP Companies and coauthored the chapter "Fiduciary Issues for ESOP Trustees Regarding Corporate Governance and Executive Compensation" in the NCEO's book Executive Compensation in ESOP Companies. Neil previously worked for the IRS, Arthur Andersen & Co., and several private companies, and he also had his own management consulting business.
BNC National Bank Wealth Management ESOP & Retirement Services
www.bncbank.com, 18 Nov 2010 [cached]
Neil Brozen, CPA, EVP Retirement Services, BNC National Bank
Neil Brozen is the Chairperson of the BNC ESOP Committee as well as being responsible for acquiring ESOP trustee clients and managing relationships. He is am a member of the National Center for Employee Ownership (NCEO), ESOP Association and Ohio Employee Ownership Center (OEOC) as well as an active member of the Minnesota/Dakota ESOP Association Chapter. Neil has been responsible for fourteen ESOP transactions and ten on-going ESOP clients in the last three years.
Neil's twenty 20 years of work experience as an employee includes the IRS, Arthur Andersen and Co, Marquette Financial Services and Media Technology Source. He also owned and operated a boutique management consulting practice for eight years. Neil has been a CPA since 1981 and is a Member of Minnesota Society of CPA's and AICPA.
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Neil Brozen
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Neil Brozen, BTC - ...
www.nceo.org, 11 Aug 2006 [cached]
Neil Brozen, BTC - ESOP Services
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Neil Brozen, BTC - ESOP Services
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Neil M. Brozen
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Neil is a vice president & managing director for BTC ESOP Services. He has been providing ESOP trustee services since 2005 and opened the Minneapolis office for BTC in 2010. He is a board member of the NCEO and on the finance committee for the ESOP Association as well as frequent national speaker on various ESOP issues. Neil wrote the chapters "Responding to Unsolicited Offers to Purchase ESOP Companies" and "Fiduciary Issues for ESOP Trustees Regarding Corporate Governance and Executive Compensation" for NCEO publications.
Effective Boards of Directors: Best Practices in Governing an ESOP Company (San Francisco, CA, June 2, 2009)
www.nceo.org, 11 May 2009 [cached]
Neil Brozen, BNC Bank
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Neil Brozen is responsible for the ESOP Group at BNC Bank, which includes acquiring ESOP clients, serving as trustee and chairing the ESOP committee. BNC serves as directed, discretionary and transaction trustee for small and mid-size ESOPs around the country. Mr. Brozen is a member of the NCEO, OEOC and ESOP Association and an active speaker on fiduciary, valuation and related issues for ESOP trustees.
Effective Boards of Directors: Best Practices in Governing an ESOP Company in Atlanta, GA, June 15, 2011
www.nceo.org, 19 April 2011 [cached]
Neil Brozen, Bankers Trust Company
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Neil M. Brozen joined Bankers Trust ESOP Services as vice president & managing director in August of 2010 to open their new Minneapolis office. He previously worked at BNC National Bank where he was started their ESOP trustee business and was the chairman of the ESOP Committee. Neil has served as transaction trustee for 45 ESOPs, directed and discretionary trustee for 28 ESOPs as well as consultant to internal trustees. Neil is a member of the Board of Governors and the Ownership Culture Committee for the ESOP Association as well as a member of the NCEO and OEOC. He has been a national speaker on various ESOP issues including corporate governance, effective board of directors, succession planning, trustee and appraiser relationships.
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