Experience
Makes all the difference
Strengths: Achiever, Activator, Command, Competition, and Futuristic
Nick Schirripa graduated from UCLA with a Bachelor of Arts in Business Economics and a minor in Accounting. Nick also earned an MBA from the Graziadio School of Business and Management at Pepperdine University. Nick holds the Chartered Financial Analyst® (CFA®) and Chartered Retirement Plans Specialist (CRPS®) designations. He oversees the portfolio management process for the Schirripa Group, services client relationships, provides financial planning, and works on client acquisition.
Nick serves on the Board of Directors for the Boy Scouts of America, Greater Los Angeles Council. He volunteers as the Chairman of the President's Leadership Council at Crespi Carmelite High School. In his free time, Nick enjoys competing in beach volleyball, boxing, skiing, snowboarding, and travelling with his wife.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Wealth Mgmt. |
Beverly Hills, CA |
September 2009 - Present |
Accomplishments
- CFA - Chartered Financial Analyst
- CRPS - Chartered Retirement Plans Specialist
Education
- B.A. - University of California, Los Angeles
- MBA - Pepperdine University's Graziadio School of Business and Management
Licenses
- Uniform Combined State Law Examination - Series 66
- National Commodity Futures Examination - Series 3
- General Securities Representative Examination - Series 7
- CA Resident Insurance Producer - Accident and Health, Life-Only, and Variable Contracts
Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OR, PA, RI, TX, VA, WA, WI