Steven Digregorio

Steven Digregorio Work

Chief Executive Officer

@ Compass Asset Management Group

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Investment Advisor Representative

@ Spire Investment Partners, LLC.

Assistant Market Director, SVP

@ Bank of America

Steven Digregorio Education

2007 - 2007 Accredited Asset Management Specialist (AAMS)

College for Financial Planning
2003 - 2004 CFA Institute
2001 - 2003 The American College of Financial Services
1999 - 2001 Marist University
1983 - 1987 Business in Economics

State University of New York at Plattsburgh

Steven Digregorio Skills

Organizational LeadershipTeam ManagementWealth ManagementRetirement PlanningEstate PlanningInvestment AdvisoryStrategic Financial PlanningFinanceInvestment StrategiesFinancial AdvisoryPublic SpeakingTeam BuildingInvestment Management401k RolloversTrustsSuccession PlanningInsuranceWealth Management ServicesPersonal Financial PlanningQualified Retirement PlansInvestment Policy StatementsExecutive PayLife InsuranceFinancial PlanningEntrepreneurshipQualified Domestic Relations OrdersCertified Divorce Financial Analyst501(c)(3)Sales ManagementManagementInvestmentsCustomer ServicePortfolio ManagementFinancial ServicesStrategic PlanningBusiness DevelopmentAsset ManagementSocial Media501c3SalesMicrosoft Office

Steven Digregorio Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Steven Digregorio currently works at Compass Asset Management Group as Steven Digregorio - Chief Executive Officer at Compass Asset Management Group.

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Steven Digregorio is based in Niger.

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