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Kelly Irizarry

Name: Kelly Irizarry
Company: Prudent Fiduciary Services
Title: Associate VP
Email: KIrizarry@fiduciaryservices.com

p: 626-549-1410
f: 626-384-9942
Main St
Bradenton, FL 34205
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Prior to joining Prudent Fiduciary Services, Kelly Irizarry worked for an ESOP Third Party Administrator performing annual account allocations, compliance testing, participant distribution services, and 1099 reporting.  Kelly was most recently the Director of Trust Administration for an independent ESOP Trustee.  Ms. Irizarry provided client advisory services, supervised trust compliance procedures, and ensured timely accurate trust transactions for over 120 ESOPs. 

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