Advisors > ESOP Trustees

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. 

Education

Kelly Irizarry holds a Master of Science degree in Human Resource Development from Villanova University.  Prior to receiving her master’s degree, she attained a BA in English (writing concentration) from Kean University. 


Expertise

Kelly Irizarry has over ten years of experience in ESOP Plan Administration and nearly four years of experience in ESOP Trust Administration.  Ms. Irizarry is a Certified Plan Fiduciary Advisor and holds a SHRM-CP certification from the Society for Human Resource Management.

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