Aif® Sheila Cuffari-Agasi

Sheila Cuffari-Agasi has a diverse work experience in the financial services industry. Sheila started their career at Kemper Securities as an Operations employee from 1993 to 1995. Sheila then moved on to Donald & Co Securities, where they worked as an Operations Manager from 1995 to 1997. After that, they joined SunAmerica Securities as a Registered Representative from 1997 to 2005. In 2000, they joined Total Investment Management as the Director of Operations, a position they held until 2006. Since 2006, they have been associated with United Planners Financial Services, where they initially served as the Senior Vice President of Partner Development. Sheila is currently the Executive Vice President & Chief Revenue Officer at United Planners Financial Services.

Sheila Cuffari-Agasi, AIF®, has attended the University of Phoenix, California College of the Arts, and has also pursued Independent Study. However, specific details regarding start years, end years, degree names, and fields of study are not provided.