Jaime Ruggiero

Product Manager, Trading at Advisor360°

Jaime Ruggiero currently serves as a Product Manager for Trading at Advisor360°, having joined in September 2023. Prior to this role, Jaime held various positions at Fidelity Investments from 1999 to 2023, culminating in the role of Vice President. Significant achievements include launching Fidelity Agency Lending, managing technology teams within an Agile framework, and developing a comprehensive product roadmap for securities finance and repo products. Earlier in the career at Merrill Lynch, Jaime contributed to the launch of a concierge service model and excelled in client trading activities. Background also includes key roles at Fidelity Investments in client relationship management and fixed income specialties. Jaime completed a degree at the University of New Hampshire from 1995 to 1999.

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Boston, United States

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Advisor360°

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Advisor360° is a fully-integrated wealth management SaaS platform that unifies all systems Financial Advisors need to run their business and support clients.


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201-500

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