Kyle Rudduck
Principal Wealth Advisor at Compound Planning
- Role
- Principal Wealth Advisor at Compound
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kyle Rudduck
Trusted advisor with particular areas of expertise in constructing tax optimized…
Experience
Principal Wealth Advisor
Jul 2023 — Present · Cincinnati, OH, US
The Compound Approach to Wealth Management blends the personal touch of a wealth advisor with a beautiful digital platform to create a world-class, client-centric experience you won’t find anywhere else.
Skills
- Management
- Business Valuation
- Strategic Financial Planning
- High Net Worth Individuals
- Hospitals
- Financial Analysis
- Investment Management
- Data Analysis
- Investments
- Financial Planning
- Credit Analysis
- Healthcare Consulting
- Banking
- Healthcare
- Risk Management
- Wealth Preservation Planning
- Finance
- Wealth Management
- Financial Modeling
- Asset Management
- Valuation
- Project Management
- Wealth Management Services
- Wealth Accumulation Strategies
- Consulting
- Commercial Lending
- Corporate Finance
- Practice Management
- Strategy
- Portfolio Management
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