Alan Ryerson
Lead Strategist at Gilbert & Cook, Inc
- Role
- Lead Strategist at Gilbert & Cook, Inc
- Location
- West Des Moines, IA, US
- LinkedIn followers
- 500 followers
Experience
Lead Strategist
Jan 2019 — Present · West Des Moines, IA, US
Gilbert & Cook is dedicated to empowering a unique group of people to live a life of abundance. Navigating through life\'s many transitions and complex Choices, we provide Clarity and instill the Confidence necessary to make important wealth decisions. Gilbert & Cook offers independent, strategic financial planning services in the areas of lifestyle planning, retirement & income strategies, investment management, and estate planning. Learn more about Gilbert & Cook online at Read important disclosure information and access our current disclosure statements online at:
Education
Drake University
Bachelor of Science
1972 — 1976
Skills
- Insurance
- Acquisition Integration
- Corporate Finance
- Business Succession Planning
- Financial Analysis
- Executive Coaching
- Accounting
- Strategic Financial Planning
- Restructuring
- Expert Witness
- Mergers
- Mergers & Acquisitions
- Tax
- Financial Planning
- Budgets
- Finance
- Due Diligence
- Business Valuation
- Valuation
- Securities
- Business Appraiser
- Estate Planning
- Mediation
- Internal Controls
- Personnel Management
- Risk Management
- Wealth Management
- 401k
- Financial Reporting
- Succession Planning
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