Michael Ruggieri Email & Phone Number
Chief Compliance officer and Financial Advisor
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Michael Ruggieri Location
- Peoria, AZ, US
Michael Ruggieri Work
- Chief Compliance officer and Financial Advisor @ The Capital Advisory Group/United Planners Financial Services (March 2023 - Present)
- 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 (March 2023 - Present)
- Home Office OSJ Manager @ (February 2014 - February 2023)
- Faculty and Educator - University of Phoenix - UNIV and 100, Business Management, General Business @ University of Phoenix (February 2009 - July 2016)
- Principal Consultant @ Consultant (April 2013 - February 2014)
- Alternative Investment Analyst @ Charles Schwab Corporation (May 2011 - April 2013)
- Director - Office of Supervisory Jurisdiction (OSJ) - Executive Team @ Credit Union Financial Network (January 2006 - January 2011)
- Manager and Select High Net Worth Services @ USAA Investment Management Company (January 2005 - January 2006)
- Team Leader and College Savings 529 Plans and Senior Broker @ The Vanguard Group (January 1998 - January 2005)
- Air Freight Broker and Forwarder @ Valley North American Van Lines (January 1990 - January 1997)
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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