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Bruce Shapiro Email & Phone Number
Senior Investment Specialist
at
Wealthspire Retirement Advisory
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Investment Specialist
Location
Plainview, New York, United States
Who is Bruce Shapiro? Overview
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Quick answer
Bruce Shapiro is listed as Senior Investment Specialist at Wealthspire Retirement Advisory, based in Plainview, New York, United States. AeroLeads shows a matched LinkedIn profile for Bruce Shapiro.
Bruce Shapiro previously worked as Senior Investment Specialist at Nfp and Chief Operations Officer / Chief Information Officer / Chief Compliance Officer at Accountants Proprietary Financial Servicenet, Inc.. Bruce Shapiro studied at Long Island University, C.W. Post Campus.
Company email context
Email format at Wealthspire Retirement Advisory
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Wealthspire Retirement Advisory
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Profile bio
About Bruce Shapiro
Bruce Shapiro is a Senior Investment Specialist at Wealthspire Retirement Advisory. They is proficient in Spanish.
Current workplace
Bruce Shapiro's current company
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6 roles · 49 years
Bruce Shapiro work experience
A career timeline built from the work history available for this profile.
Senior Investment Specialist
Chief Operations Officer / Chief Information Officer / Chief Compliance Officer
Accountants Proprietary Financial Servicenet, Inc.
Varied duties within the realm of a Registered Investment Advisory organization, including overseeing investment management operations, client services and operations. Responsibile for all aspects of regulatory compliance.
Jul 2011 - Apr 2022
Vice President Marketing / Chief Compliance Officer
Improved Funding Techniques Inc.
Broad range of consulting, marketing, administrative and compliance duties. Development of qualified retirement plan solutions for small and medium-sized closely-held businesses. Multiple levels of responsibilities encompassing marketing and adminitrative functions and extensive client interface, with emphasis on legal and compliance matters.
Nov 2000 - Apr 2022
President
Bruce H. Shapiro Associates, Ltd.
All aspects of qualified plan design and administration.
1994 - 2000
~6 yrs
Executive Vice President
Sorscher And Shapiro Associates, Ltd.
Actuarial, administrative and consulting firm specializing in the design, implementation and administration of qualified retirement plans.
1978 - 1994
~16 yrs
1 education record
Bruce Shapiro education
-
Long Island University, C.W. Post Campus
FAQ
Frequently asked questions about Bruce Shapiro
Quick answers generated from the profile data available on this page.
What company does Bruce Shapiro work for?
Bruce Shapiro works for Wealthspire Retirement Advisory.
What is Bruce Shapiro's role at Wealthspire Retirement Advisory?
Bruce Shapiro is listed as Senior Investment Specialist at Wealthspire Retirement Advisory.
Where is Bruce Shapiro based?
Bruce Shapiro is based in Plainview, New York, United States while working with Wealthspire Retirement Advisory.
What companies has Bruce Shapiro worked for?
Bruce Shapiro has worked for Wealthspire Retirement Advisory, Nfp, Accountants Proprietary Financial Servicenet, Inc., Improved Funding Techniques Inc., and Bruce H. Shapiro Associates, Ltd..
How can I contact Bruce Shapiro?
You can use AeroLeads to view verified contact signals for Bruce Shapiro at Wealthspire Retirement Advisory, including work email, phone, and LinkedIn data when available.
What schools did Bruce Shapiro attend?
Bruce Shapiro studied at Long Island University, C.W. Post Campus.
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