Nick Ruzette

Nick Ruzette

Manager - Wealth Management
San Francisco, California, United States

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Work Experience

Aspiriant

Manager - Wealth Management

2021-03-01 - Present

Alpha Strategies Investment Consulting

Investment Consultant

2013-07-01 - 2014-11-01

Bainbridge Capital

M&A Account Executive

2013-02-01 - 2013-06-01

Bank Transactions, Inc.

Accounting Intern

2012-09-01 - 2012-12-01

Plaza Cafe

Student Lead

2008-01-01 - 2012-09-01

Skills

wealth management financial planning investment management family office estate planning charitable giving tax planning risk management concentrated stock wealth compensation structuring legacy planning succession planning wealth transition retirement planning insurance review foundation management bill debt management stock options

Languages

English