Jeffrey Ricchiuti Email

Director of Advisory Operations @ CAP COM Financial Services

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Jeffrey Ricchiuti's Location

Albany, NY, US

Jeffrey Ricchiuti's Work

Director of Advisory Operations @ CAP COM Financial Services
Chief Investment Officer @ DirectAdvisors
Retirement Savings Plan Team, Global Operations - Finance @ GE

Senior Financial Planner II - IBM MoneySmart @ Goldman Sachs Ayco Personal Financial Management
Finance - Accounts Payable @ SI Group

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Jeffrey Ricchiuti's Education

State University of New York at Albany
MBA
2009 - 2011
Siena College
B.S. (Marketing & Management, Minors in Information Systems and Philosophy)
2002 - 2006
College for Financial Planning
CFP® Certification Professional Education Program
2011 - 2013

Jeffrey Ricchiuti's Skills

Strategic Financial Planning
Retirement Planning
Mutual Funds

Investments
Estate Planning
Finance
Retirement
Microsoft Excel
401k
Investment Advisory

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Jeffrey Ricchiuti's Summary

Jeffrey Ricchiuti, based in Albany, NY, US, is currently a Director of Advisory Operations at CAP COM Financial Services, bringing experience from previous roles at Direct Advisors, LLC, General Electric, Goldman Sachs Ayco Personal Financial Management and SI Group. Jeffrey Ricchiuti holds a 2009 - 2011 MBA @ State University of New York at Albany. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Mutual Funds, Investments, Estate Planning and more, Jeffrey Ricchiuti contributes valuable insights to the industry. Jeffrey Ricchiuti has 1 email on RocketReach.