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Alexander Grasser

Alexander Grasser

Retail - (Best Buy, Ultimate Electronics & Circuit City): Team Leadership and Commissioned Sales

Followers of Alexander Grasser1000 followers
location of Alexander GrasserShelbyville, Kentucky, United States

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  • Timeline

  • About me

    Director of ESOP Sustainability at SCJ Fiduciary Services

  • Education

    • University of Louisville College of Business

      2019 - 2021
      Master of Business Administration - MBA Focus: Supply Chain Management; Certificate: Distilled Spirits With Distinction (3.97)

    • Phoenix College

      2005 - 2007
      ABA General Business Studies Highest Distinction (3.95)

      Activities and Societies: Student representative on the College Board of Directors (Two years), Phi Theta Kappa: (VP of Service & VP of Scholarship), Phoenix College Student Representatives (Treasurer), PC Mascot Program

    • Northern Arizona University-The W. A. Franke College of Business

      2007 - 2010
      BSBA Majors: Finance & Business Economics; Minor: Organizational Psychology Cum Laude (3.75)

      Activities and Societies: NAU Challenge Course Facilitator/Supervisor, Supplemental Instructor (Economics and Finance), NAU Mascot Program

  • Experience

    • Retail Sales

      Jan 1997 - Jan 2005
      Retail - (Best Buy, Ultimate Electronics & Circuit City): Team Leadership and Commissioned Sales

    • Principal Financial Group

      Jan 2011 - Jan 2015
      ESOP Consultant and Financial Analyst

      • ESOP transaction financial analysis, repurchase liability and participant benefit level modeling, compliance testing & sustainability consulting

    • Newport Group

      Jan 2015 - Jan 2016
      ESOP Associate

      • ESOP plan record keeping, repurchase analysis & sustainability consulting• Short tenure due to post merger job elimination

    • JPMorgan Chase & Co.

      Jan 2016 - Jan 2017
      Small Business Banker

      • Operating account management• Helping clients with loans and lines, cash management, & merchant services• Business Development (Cold calling, warm lead follow-up using CRM system, COI development)

    • Findley

      Jan 2017 - Jan 2019
      Consultant

      • Qualified plan record keeping: focused on ESOP• ESOP repurchase/sustainability analysis & transaction compliance/plan design consulting• Business Development (Lead generation, COI development, etc.) • Brand Ambassador (Writing articles, presenting webinars and conference sessions, etc. )

    • Blue Ridge ESOP Associates

      Jan 2019 - Jan 2021
      Administrator

      • Work with Mid-market company leadership to manage employee benefit plans, primarily ESOP• Transaction, plan sustainability and benefit level consulting• Annual plan administration• Business Development, primarily through inside channels.• Brand Ambassador (Presenting via webinars and at conferences, etc. )

    • SCJ Fiduciary Services

      Mar 2021 - now

      • Brand Ambassador - Presenting at national, regional, and local conferences (LT plan sustainability, RO cash flow management, Transaction implementation and plan design)• Work with clients to evaluate potential impacts of plan design changes on the company and trust.• Help clients in building appropriate assumptions for Repurchase/Sustainability testing• Perform transaction document review related to post-closing operational expectations• Assist in plan rollout and annual meetings• Assist in Valuation review process Show less

      • Shareholder

        Jan 2023 - now

      • Director of ESOP Sustainability

        Jan 2022 - now

      • Associate Director of Plan Sustainability

        Mar 2021 - Jan 2022

  • Licenses & Certifications

    • Retirement Plan Fundamentals Certificate

      American Society of Pension Professionals and Actuaries
      Jun 2018

  • Honors & Awards

    • Awarded to Alexander Grasser
      Distinguished Senior W.A. Franke College of Business May 2010 Awarded to one member of each graduating class within the W.A. Franke College of Business (FCB) on the basis of leadership, scholastic aptitude, and level of involvement in the FCB. Involvement included:- FCB Mentors- Supplemental Instructor - Economics and Finance

  • Volunteer Experience

    • Vice President of Programming

      Issued by The ESOP Association on Jan 2024
      The ESOP AssociationAssociated with Alexander Grasser

    • National Advisory Committee - Fiduciary

      Issued by The ESOP Association on May 2025
      The ESOP AssociationAssociated with Alexander Grasser

    • Advisory Committee - OH/KY chapter

      Issued by The ESOP Association on Jun 2018
      The ESOP AssociationAssociated with Alexander Grasser

    • National Advisory Committee - Adminstration

      Issued by The ESOP Association on May 2021
      The ESOP AssociationAssociated with Alexander Grasser