Michael Ricci Email & Phone Number
Investment Officer @ Catholic Community Foundation of Minnesota
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Michael Ricci Location
- Saint Paul, MN, US
Michael Ricci Work
- 2016 -now Investment Officer @
- 1996 -2016 Principal @
Michael Ricci Education
- The American College
Chartered Advisor in Philanthropy - CAP®
2014-2016 - College of Financial Planning
Certified Financial Planner - CFP®
1985-1989 - College of Saint Benedict and Saint John's University
Bachelor of Arts (BA) (History)
1981-1985
Michael Ricci Skills
- Communication
- Succession Planning
- Tax Strategies
- Compliance Management
- Investment Management
- Client Services
- Strategic Planning
- Business Strategy
- Leadership
- Investments
- Business Development
- Financial Analysis
- Philanthropy
- Estate Planning
- Legacy Giving
- Tax Planning
- Mutual Funds
- Retirement
- Alternative Investments
- Investment Advisory
- Financial Services
- Wealth Management
- Financial Planning
- Management
- Portfolio Management
- Program Management
- Microsoft Excel
- Community Outreach
Michael Ricci Summary
- Michael Ricci, based in Saint Paul, MN, US, is currently a Investment Officer at Catholic Community Foundation - Minnesota. Michael Ricci brings experience from previous roles at Vector Wealth Management, LLC. Michael Ricci holds a 2014 - 2016 Chartered Advisor in Philanthropy - CAP® @ The American College. With a robust skill set that includes Communication, Succession Planning, Tax Strategies, Compliance Management, Investment Management and more. Michael Ricci has 3 emails and 4 mobile phone numbers on RocketReach.
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