Michael Bucci
Branch Manager & Vice President at Tier 4 Planning, A financial advisory practice of Ameriprise Financial Services, LLC
- Role
- Branch Manager & Vice President at Ameriprise Financial Services, LLC
- Location
- Greenwich, CT, US
- LinkedIn followers
- 500 followers
About Michael Bucci
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Experience
Branch Manager & Vice President
Ameriprise Financial Services, LLC
Nov 2019 — Present · Greenwich, CT, US
Mike leads our Greenwich, CT branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.
Education
Pace University
Bachelor of Business Administration (BBA)
1998 — 2003
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
2000 — 2003
Skills
- Financial Planning
- Securities
- Financial Services
- Investments
- Public Speaking
- Investment Management
- Leadership
- Business
- Savings
- Risk Management
- Retirement Planning
- Management
- Team Building
- Strategic Planning
- Microsoft Office
- Financial Markets
- Fixed Annuities
- Income Protection
- Financial Advisory
- Iras
- Marketing
- Consulting
- Retirement
- Life Insurance
- Finance
- Customer Service
- Entrepreneurship
- 401(K) Retirement Savings Plans
- Wealth Management
- Small Business
- Series 6
- Insurance
- Microsoft Excel
- Investment Strategies
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