Ronald Cappuccio, CRPC®, CWS®, MBA

VP - Sr. Financial Consultant

+1 212-333-2327

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10 Securities Licenses

Experience

17 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2024-present
  • Director, UBS, 2013-2017
  • Vice President, Merrill Lynch, 2010-2013
  • Financial Advisor, NPA Financial Services, 2009-2010
  • VP - Branch Manager, Charles Schwab, 2017-2021
  • Co-Founder, Quantum and Co., 2021-2024

Education

  • Master of Business Administration (MBA), Fairleigh Dickinson University
  • Bachelor of Science (BS), Finance, Fairleigh Dickinson University
  • Executive Certificate, Management, Massachusetts Institute of Technology

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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