Samuel Kruschel
Partner | Private Wealth Manager at Creative Planning Inc.
- Role
- Partner Private Wealth Manager at Creative Planning
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Samuel Kruschel
I am a Private Wealth Manager at Creative Planning. Creative Planning provides…
Experience
Partner Private Wealth Manager
Dec 2017 — Present · Milwaukee, WI, US
Education
University of Wisconsin-Whitewater
BBA, Finance
2001 — 2005
Lubar College of Business
MBA, Finance
2005 — 2008
Skills
- Retirement Planning
- Data Analysis
- Investments
- Microsoft Excel
- Financial Reporting
- Mutual Funds
- Risk Management
- Non-Profits
- Strategic Financial Planning
- Financial Analysis
- Series 7
- Financial Modeling
- Insurance
- Valuation
- Analysis
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