David Kruis Email & Phone Number
Private Wealth Advisor @ Blue Trust
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David Kruis Location
- Holland, MI, US
David Kruis Work
- Private Wealth Advisor @ (July 2015 - Present)
- Vice President and CFO @ The Connable Office, Inc. (December 1986 - July 2015)
- Vice President and Treasurer @ Lafourche Realty Company, Inc. (December 1986 - July 2015)
- Senior Tax Consultant @ (January 1984 - January 1986)
David Kruis Education
- Western Michigan University - Haworth College of Business
MBA (Finance)
1996-2002 - Western Michigan University - Haworth College of Business
BBA (Accountancy)
1982-1984 - University of Michigan
College of Literature (Science, and the Arts)
1979-1981
David Kruis Skills
- Asset Allocation
- Budget Planning
- Cash Flow Planning and Analysis
- Charitable Giving Strategies
- Financial Planning
- High Net Worth Individuals and Families
- Investment Management
- Multi-generational Wealth Transfer
- Retirement Planning
- Risk Management
- Succession Planning
- Succession Planning for Business Owners
- Tax Planning
- Trust Services
- Trust and Estate Planning
- Wealth Management Services
- Financial Modeling
- Financial Reporting
- Mergers and Acquisitions
- Portfolio Management
- Investments
- Due Diligence
- Banking
- Accounting
- Internal Controls
- Credit
- Financial Accounting
- Auditing
- Business Development
- Alternative Investments
- Equities
- Asset Management
- Forecasting
- Tax
- CPA
- Finance
- Strategic Financial Planning
- Financial Analysis
David Kruis Summary
- David Kruis, based in Holland, MI, US, is currently a Private Wealth Advisor at Blue Trust. David Kruis brings experience from previous roles at The Connable Office, Inc., Lafourche Realty Company, Inc. and Ernst & Young. David Kruis holds a 1996 - 2002 MBA in Finance @ Western Michigan University - Haworth College of Business. With a robust skill set that includes Asset Allocation, Budget Planning, Cash Flow Planning and Analysis, Charitable Giving Strategies, Financial Planning and more. David Kruis has 2 emails and 1 mobile phone numbers on RocketReach.
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