Jeremy Wallace

Founder @Wallace Hart Capital Management

Lexington, KY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2017 — Present

Founder @Wallace Hart Capital Management

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Jeremy has nearly two decades of experience. He has worked at UBS Financial Services and Merrill Lynch. With a degree in International Economics from Emory University, and a certificate in Financial Planning, Jeremy has opened his own firm to offer independent and comprehensive advice to his clients.

SKILLS

Asset AllocationFinancial AdvisoryAsset ManagementPortfolio ManagementWealth ManagementFinanceMutual FundsRetirement PlanningInvestmentsFinancial Services

ABOUT JEREMY WALLACE

In a world of quick fixes, I believe in doing things the right way, so our clients…

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Jeremy Wallace — Founder at Wallace Hart Capital Management in Lexington, KY, US | Unifers