James Ruggiero
Registered Client Associate @Wells Fargo Advisors
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WORK HISTORY
Registered Client Associate @Wells Fargo Advisors
Bedminster, NJ, US
Support a large advisory practice managing households and $900MM+in AUM, ensuring seamless delivery of wealth‐management services across adiverse client baseFacilitate growth by onboarding new households and increasing net new assetflows via accurate ACATS and outside account consolidationAwarded Team Spotlight Award (2025 Platinum Excellence Client Associate)for Great Execution, recognizing outstanding attention to detail, accuracy, and on-time delivery of high-priority client initiatives
EDUCATION
West Virginia University
Master's degree, Sport Management
Rutgers Business School
Master of Business Administration - MBA, Marketing, Strategy & Leadership
West Virginia University
Bachelor's degree, Sport Management
SKILLS
ABOUT JAMES RUGGIERO
Finance professional and Registered Client Associate at Wells Fargo Advisors, where I support a large advisory team and help drive a seamless client experience through strong collaboration, problem‑solving, and process improvement. I bring an analytical, team‑oriented approach strengthened by my MBA from Rutgers Business School. I’m motivated by working with others toward shared goals, delivering high‑quality service, and continuously improving how we operate. Outside of work, I enjoy staying active, traveling, and exploring new food and outdoor activities.
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