Financial Advisor @ Financial Partners of Upstate New York, a MassMutual firm (January 2018 - April 2020)
Personal Financial Counselor @ (May 2014 - January 2020)
VP, Senior Wealth Planner @ (August 2011 - September 2014)
VP, Wealth Management @ (August 2006 - May 2011)
Manager @ (July 2001 - July 2006)
Financial Planner @ (October 1997 - July 2001)
Michael Ruzhansky Education
Wharton Executive Education
Ultra High Net Worth Competencies Program
American Public University
Master of Laws (Law)
Rochester Institute of Technology - Saunders College of Business
Bachelor's Degree (Finance)
Rutgers Law School
Master (Taxation)
Michael Ruzhansky Skills
Alternative Investments
Estate Planning
Financial Advisory
Series 63
Financial Planners
Income Tax
Retirement Planning
Financial Planning
Wealth Management Services
Portfolio Management
Investments
Business Development
Finance
Asset Allocation
Investment Advisory
Financial Services
Asset Managment
Equities
Wealth Management
Mutual Funds
Strategic Financial Planning
High Net Worth Individuals
Investment Strategies
Microsoft Excel
Asset Management
Customer Service
Financial Analysis
Wealth
Project Management
Retirement
Series 7
Trust Services
Michael Ruzhansky Summary
Michael Ruzhansky, based in New York, NY, US, is currently a Managing Director at Safra. Michael Ruzhansky brings experience from previous roles at Citi, Financial Partners of Upstate New York, a MassMutual firm, Zeiders Enterprises, Inc. and PNC. Michael Ruzhansky holds a Ultra High Net Worth Competencies Program @ Wharton Executive Education. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Financial Planners and more. Michael Ruzhansky has 2 emails and 2 mobile phone numbers on RocketReach.
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