Jeremy Ruesch
Financial Planning | Wealth Management | Real Estate Investing | ex-Goldman Sachs Asset Management
- Role
- Lead Advisor Barlow Wealth Management at Northwestern Mutual
- Location
- Bountiful, UT, US
- LinkedIn followers
- 500 followers
About Jeremy Ruesch
I help my clients optimize (increasing rates of return while decreasing risk and taxes) their balance sheets and cash flow to make their dreams a reality. We work together to design a customized financial plan then implement and automate it.
Experience
Lead Advisor Barlow Wealth Management
Feb 2018 — Present · Salt Lake City, UT, US
Custom-Tailored, Values-Based Financial Planning for Individuals and Businesses- Wealth Management & Retirement Income Planning- Risk Management & Income Protection- Tax Strategy- Estate Planning- Business Succession Planning- Employee Benefits
Education
LDS Business College
Associate's
2008 — 2010
University of Utah - David Eccles School of Business
BS
2010 — 2012
Skills
- Entrepreneurship
- Negotiation
- Equities
- Business Planning
- Risk Management
- Research
- Barclays Point
- Finance
- Strategy
- Fixed Income
- Financial Analysis
- Sharepoint
- Training
- Spanish
- Data Analysis
- Capital Markets
- Leadership Development
- Investments
- Business Strategy
- Ms Excel Pivot Tables
- Accounting
- Fundraising
- Bloomberg
- Portfolio Management
- Infopath Forms
- Strategic Planning
- Market Research
- Alternative Investments
- Project Management
- Bloomberg Terminal
- Asset Management
- Leadership
- Time Management
- Analysis
- Team Building
- Process Improvement
- Valuation
- Financial Modeling
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