Joe Skorczewski, CFA Director Minneapolis, MN 612-230-3103 firstname.lastname@example.org V-card PRESENT POSITION Joe has provided valuation and consulting services to privately held companies since 2004. Much of his professional career has been dedicated to Employee Stock Ownership Plans and providing independent financial advisory services to Board of Directors and ESOP Trustees. He advises clients on various corporate finance, valuation, and fairness issues for ESOPs. Joe has worked on many large and small M&A transactions, representing both buyers and sellers. He also has experience advising clients on ownership transition alternatives as well as helping mature ESOPs operate sustainably. Throughout his career, Joe has worked with companies of many different sizes in diverse industries across the country. Joe has significant experience working with companies in the architecture and engineering (AE) market. MEMBERSHIPS & DESIGNATIONS Joe is a Chartered Financial Analyst and a member of the CFA Institute and the CFA Society of Minnesota. He is also a member of The ESOP Association and the American Council of Engineering Companies (ACEC). He is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses. Joe has presented a variety of valuation related topics at conferences across the country. EDUCATION Joe holds a Bachelor of Science degree, with honors, in finance and international business, with honors, from the University of Minnesota, Carlson School of Management.