Chris Ruffino Email & Phone Number
Vice President and Certified Financial Planner™ @ Fulton Financial Corporation
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Chris Ruffino Location
- West Chester, PA, US
Chris Ruffino Work
- Vice President and Certified Financial Planner™ @ (July 2024 - Present)
- Certified Financial Planner™ @ (July 2024 - Present)
- Certified Financial Planner™ @ (January 2023 - September 2024)
- Certified Financial Planner™ @ (January 2022 - January 2023)
- Director Of Distribution @ Red Gate Distribution (January 2022 - January 2022)
- Financial Planner @ (January 2021 - January 2022)
- VP, Regional Director - North East Territory @ (January 2015 - January 2021)
- VP, Regional Director - North East Territory @ (January 2006 - January 2015)
- Service to Sales Associate - Private Wealth @ (January 2003 - January 2005)
Chris Ruffino Education
- Saint Joseph's University - Erivan K. Haub School of Business
B.S. (Finance)
- Christian Brothers Academy
High School Diploma
- Saint Joseph's University
B.S. (Finance)
Chris Ruffino Skills
- Investments
- Public Speaking
- Sales
- Mutual Funds
- Alternative Investments
- Capital Markets
- Asset Allocation
- Wealth Management
- Investment Strategies
- Investment Advisory
- Asset Managment
- Portfolio Management
- Securities
- Investment Management
- Fixed Income
- Strategic Financial Planning
- Retirement Planning
- Business Development
- Practice Management
- Salesforce.com
- Microsoft Office
- Employee Training
- Sales Presentations
- Certified Financial Planner
- SMA
- Separately Managed Accounts
- ETFs
- Series 66
- Personal Financial Planning
- Morningstar
- Value Based Selling
- Seminar Presentations
- Series 7
- Client Relations
- Team Leadership
- Pipeline Management
- Public Seminars
- Business Analysis Planning & Monitoring
- Investment Portfolio Design
- Unified Managed Accounts
Chris Ruffino Summary
- Chris Ruffino, based in West Chester, PA, US, is currently a Vice President and Certified Financial Planner™ at Fulton Financial Corporation. Chris Ruffino brings experience from previous roles at Raymond James, Copper Beech Financial Group, LLC, Edward Jones and Red Gate Distribution. Chris Ruffino holds a B.S. in Finance @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes Investments, Public Speaking, Sales, Mutual Funds, Alternative Investments and more. Chris Ruffino has 3 emails and 1 mobile phone numbers on RocketReach.
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