Fiduciary Consultant Daniel Reser

Fiduciary Services, Inc.

Daniel Reser

President

369-B Third Street, #543

San Rafael CA 94901
USA

phone: 415-482-9513

Summary
CV/Links

Daniel Reser has been a Corporate Fiduciary for corporate securities and reorganization transactions as well as Trustee and Custodian of Retirement Plans for over 25 years. Mr. Reser is considered a highly effective and capable trust fiduciary due to his legal training, his extensive experience as a fiduciary for corporate reorganizations and retirement plans as well as his reputation for ethical business practices and pragmatic management style.

Prior to his role at Fiduciary Services, Inc., he served as Vice President and Manager for Wilmington Trust based in Santa Monica, CA, also of Bank of America, and Security Pacific Bank. Mr. Reser also has a JD from Southern Methodist University. In 1989, he graduated from the UCLA John Anderson Graduate School of Management Executive Program. During his career, Mr. Reser has administered and managed a wide variety of Governmental, Corporate and Union Retirement Plans as plan trustee. His current role as principal of an investment advisory firm includes acting as Fiduciary for Company Stock in Retirement Plans including ESOPs.

Independent Fiduciary Consulting Transactions:

Mergers and Acquisitions
Restructuring of Capital and/or Debt of the Company
Spin-Offs
Recapitalizations
Pass-Through Voting
Tender Offers
Leveraged, Un-Leveraged and Multi-Investor ESOP Buy-Outs
Hybrid Securities

Fiduciary Roles and Responsibilities:

Determine Fair Market Value of a Company's Shares
Evaluate Transactions from a Financial Point of View
Advise the Fiduciary During Negotiations and Structuring of Transactions
Render Necessary Opinions of Fair Market Value and Fairness and Provide Suitable Documentation

View Expert Witness Profile.

• View Mr. Reser's Full Biography

• View Mr. Reser's Presentation Regarding The Role of an ESOP Trustee or Fiduciary

• Press Release