Eric Pucek

Eric Pucek

Managing Director & Chief Compliance Officer at Fidato Wealth LLC
Cleveland, Ohio, United States

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Work Experience

Fidato Wealth

Managing Director & Chief Compliance Officer

2023-07-01 - Present

Ativo Capital Management LLC

Chief Compliance Officer & Chief Operating Officer

2014-05-01 - 2023-07-01

UBS Global Asset Management

Senior Compliance Officer, Director

2008-01-01 - 2014-05-01

US Securities and Exchange Commission

Securities Compliance Examiner/Staff Accountant

2004-06-01 - 2008-01-01

Skills

retirement planning comprehensive financial planning wealth management

Languages

English