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Giovanni Ruggiero, CIMA®, CEPA®

Giovanni ruggiero, cima®, cepa®

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location of Giovanni Ruggiero, CIMA®, CEPA®Cleveland, Ohio, United States
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  • Timeline

  • About me

    Vice President of Wealth Management

  • Education

    • Saint ignatius high school

      2002 - 2006

    • Xavier university

      2006 - 2010
      Bsba finance, international business

      University Scholars Honors Program, Study Abroad - London, England

  • Experience

    • Ubs

      Jul 2010 - now

      Ruggiero Wealth Managementhttps://advisors.ubs.com/ruggiero/Certified Investment Management Analyst® (CIMA®)Certified Exit Planning Advisor (CEPA®)

      • Vice President of Wealth Management

        Nov 2014 - now

      • Wealth Strategy Associate

        Jul 2010 - Nov 2014

  • Licenses & Certifications

    • Certified exit planning advisor, cepa®

      Exit planning institute
      May 2020

    • Ubs financial services inc. important notices

      Ubs
      View certificate certificate

    • Certified investment management analyst, cima®

      Investments & wealth institute
      Dec 2016