Senior Associate - Wealth Management
Current
Mar 2024 - Present
AeroLeads people directory · profile
Nicholas Bugliosi, Cfp® Email & Phone Number
Senior Associate - Wealth Management at Aspiriant
at
Aspiriant
1 work email found
@aspiriant.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Associate - Wealth Management at Aspiriant
Location
Pewaukee, Wisconsin, United States
Company size
Who is Nicholas Bugliosi, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nicholas Bugliosi, Cfp® is listed as Senior Associate - Wealth Management at Aspiriant at Aspiriant, a with 181 employees, based in Pewaukee, Wisconsin, United States. AeroLeads shows a work email signal at aspiriant.com and a matched LinkedIn profile for Nicholas Bugliosi, Cfp®.
Nicholas Bugliosi, Cfp® previously worked as Senior Associate - Wealth Management at Aspiriant and Associate - Wealth Management at Aspiriant. Nicholas Bugliosi, Cfp® holds Bachelor Of Science (B.S), Personal Finance: Financial Planning from University Of Wisconsin-Madison.
Company email context
Email format at Aspiriant
This section adds company-level context without repeating Nicholas Bugliosi, Cfp®'s masked contact details.
*@aspiriant.com
71% confidence
AeroLeads found 1 current-domain work email signal for Nicholas Bugliosi, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Nicholas Bugliosi, Cfp®
Nicholas Bugliosi, Cfp® is a Senior Associate - Wealth Management at Aspiriant at Aspiriant.
Current workplace
Nicholas Bugliosi, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Aspiriant
6 roles
Nicholas Bugliosi, Cfp® work experience
A career timeline built from the work history available for this profile.
Associate - Wealth Management
Jun 2021 - Mar 2024
College Financial Representative
• Grew my financial planning network by connecting with prospective clients and creating a plan to help them reach their financial planning goals• Reviewed current clients’ financial plans, identified gaps, and offered solutions to achieve sustained financial security • Participated in ongoing educational training to enhance my financial planning skills
May 2020 - Dec 2020
Hockey Official
Uw Madison Recreation And Wellbeing
• Maintained order by creating a safe and fair environment for more than 25 participants per game • Utilized quick thinking and problem-solving skills to effectively manage conflicts
Oct 2018 - Mar 2020
Assistant Manager
• Delegated tasks to six other employees and trained them in areas including customer service, maintenance, and opening/closing duties• Managed deliveries and cash box transactions • Acquired strong leadership, communication, and organizational skills through shadowing managers
May 2019 - Sep 2019
Team Member
• Provided excellent customer service to 1,000 customers daily • Resolved a broad range of customer complaints while maintaining positivity and professionalism• Commended for commitment to customer care, work ethic, and dependability
Jun 2015 - Sep 2017
Team & coworkers
Colleagues at Aspiriant
Other employees you can reach at aspiriant.com. View company contacts for 181 employees →
JA
John Allen
Colleague at AspiriantLos Angeles Metropolitan Area, United States
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DP
Dru Pena
Colleague at AspiriantNew York City Metropolitan Area, United States
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MI
Mitchell I.
Colleague at AspiriantLos Angeles, California, United States
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MS
Maureen Scott
Colleague at AspiriantAustin, Texas, United States
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RN
Rasheda Nipu
Colleague at AspiriantMclean, Virginia, United States
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JH
Jill Haugse
Colleague at AspiriantSan Francisco, California, United States
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DG
Dave Grecsek, Cfa, Caia
Colleague at AspiriantBrielle, New Jersey, United States
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AM
Al Murillo
Colleague at AspiriantLos Angeles, California, United States
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LB
Laura Boucher, Cpa
Colleague at AspiriantGreater Milwaukee, United States
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SH
Summer Hammons, Phr
Colleague at AspiriantGlendale, California, United States
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John Allen
Colleague at AspiriantLos Angeles Metropolitan Area, United States
View →
DP
Dru Pena
Colleague at AspiriantNew York City Metropolitan Area, United States
View →
MI
Mitchell I.
Colleague at AspiriantLos Angeles, California, United States
View →
MS
Maureen Scott
Colleague at AspiriantAustin, Texas, United States
View →
RN
Rasheda Nipu
Colleague at AspiriantMclean, Virginia, United States
View →
JH
Jill Haugse
Colleague at AspiriantSan Francisco, California, United States
View →
DG
Dave Grecsek, Cfa, Caia
Colleague at AspiriantBrielle, New Jersey, United States
View →
AM
Al Murillo
Colleague at AspiriantLos Angeles, California, United States
View →
LB
Laura Boucher, Cpa
Colleague at AspiriantGreater Milwaukee, United States
View →
SH
Summer Hammons, Phr
Colleague at AspiriantGlendale, California, United States
View →
2 education records
Nicholas Bugliosi, Cfp® education
Bachelor Of Science (B.S), Personal Finance: Financial Planning
Certificate, Entrepreneurship
FAQ
Frequently asked questions about Nicholas Bugliosi, Cfp®
Quick answers generated from the profile data available on this page.
What company does Nicholas Bugliosi, Cfp® work for?
Nicholas Bugliosi, Cfp® works for Aspiriant.
What is Nicholas Bugliosi, Cfp®'s role at Aspiriant?
Nicholas Bugliosi, Cfp® is listed as Senior Associate - Wealth Management at Aspiriant at Aspiriant.
What is Nicholas Bugliosi, Cfp®'s email address?
AeroLeads has found 1 work email signal at @aspiriant.com for Nicholas Bugliosi, Cfp® at Aspiriant.
Where is Nicholas Bugliosi, Cfp® based?
Nicholas Bugliosi, Cfp® is based in Pewaukee, Wisconsin, United States while working with Aspiriant.
What companies has Nicholas Bugliosi, Cfp® worked for?
Nicholas Bugliosi, Cfp® has worked for Aspiriant, Northwestern Mutual, Uw Madison Recreation And Wellbeing, and Prairieville Park.
Who are Nicholas Bugliosi, Cfp®'s colleagues at Aspiriant?
Nicholas Bugliosi, Cfp®'s colleagues at Aspiriant include John Allen, Dru Pena, Mitchell I., Maureen Scott, and Rasheda Nipu.
How can I contact Nicholas Bugliosi, Cfp®?
You can use AeroLeads to view verified contact signals for Nicholas Bugliosi, Cfp® at Aspiriant, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Bugliosi, Cfp® attend?
Nicholas Bugliosi, Cfp® holds Bachelor Of Science (B.S), Personal Finance: Financial Planning from University Of Wisconsin-Madison.
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