Michael Ruggieri Email & Phone Number
Chief Compliance officer and Financial Advisor
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Michael Ruggieri Location
- Peoria, AZ, US
Michael Ruggieri Work
- 2023 -now Chief Compliance officer and Financial Advisor @ The Capital Advisory Group/United Planners Financial Services
- 2023 -now Chief Compliance officer and Financial Advisory the Capital Advisory Group and United Planners LLC @ The Capital Advisory Group LLC and United Planners Financial Services LLC
- 2014 -2023 Home Office OSJ Manager @
- 2009 -2016 Faculty and Educator - University of Phoenix - UNIV and 100, Business Management, General Business @ University of Phoenix
- 2013 -2014 Principal Consultant @ Consultant
- 2011 -2013 Alternative Investment Analyst @ Charles Schwab Corporation
- 2006 -2011 Director - Office of Supervisory Jurisdiction (OSJ) - Executive Team @ Credit Union Financial Network
- 2005 -2006 Manager and Select High Net Worth Services @ USAA Investment Management Company
- 1998 -2005 Team Leader and College Savings 529 Plans and Senior Broker @ The Vanguard Group
- 1990 -1997 Air Freight Broker and Forwarder @ Valley North American Van Lines
Michael Ruggieri Skills
- Business Analysis
- Microsoft Office
- Mutual Funds
- Air Freight
- Microsoft Excel
- Management
- Alternative Investments
- Risk Management
- Strategic Planning
- Banking
- Financial Analysis
- Marketing
- Program Management
- Research
- Team Leadership
Michael Ruggieri Summary
- Michael Ruggieri, based in Peoria, AZ, US, is currently a Chief Compliance officer and Financial Advisor at The Capital Advisory Group/United Planners Financial Services. Michael Ruggieri brings experience from previous roles at The Capital Advisory Group LLC and United Planners Financial Services LLC, United Planners Financial Services, University of Phoenix and Consultant. With a robust skill set that includes Business Analysis, Microsoft Office, Mutual Funds, Air Freight, Microsoft Excel and more. Michael Ruggieri has 3 mobile phone numbers on RocketReach.
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