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Michael Ruggieri
Taxes, Insurance,Wealth Mgmt
Professional Background
Michael Ruggieri is a highly accomplished legal professional with a wealth of experience in tax law and wealth management. His distinguished career includes notable positions such as Attorney at the Internal Revenue Service (IRS) in the Estate & Gift Tax division, where he demonstrated his expertise in handling complex tax issues and providing guidance to clients on their estate planning strategies. After his tenure at the IRS, Michael transitioned to wealth management at NCB, where he skillfully worked to ensure that individuals and families could maximize their financial resources while navigating the intricacies of tax laws. His dedication and commitment to excellence in the legal field have earned him a solid reputation among peers and clients alike.
As a retiree residing in the picturesque Mayfield Heights, Ohio, Michael continues to inspire those around him with his vast knowledge of tax law and financial planning. Michael’s contributions to the legal community are commendable, and his experiences offer valuable insights to those interested in pursuing a career in law.
Education and Achievements
Michael Ruggieri's educational journey laid a strong foundation for his impressive career. He began his studies at the renowned Fordham Preparatory School, known for its academic excellence and rigorous curriculum. He then advanced his education at Fordham University, where he honed his analytical and critical thinking skills essential for a successful legal career. Continuing his path of higher education, Michael enrolled at John Carroll University, further enriching his knowledge and equipping him with essential skills for the legal arena.
Culminating his academic pursuits, Michael pursued his Juris Doctor degree at the prestigious Cleveland Marshall College of Law. His training at this law school was comprehensive, providing him with the necessary legal knowledge and practical skills to excel in various legal disciplines. Equipped with this strong educational background, Michael emerged as a knowledgeable and competent attorney ready to take on the challenges within the legal domain.
Throughout his career, Michael has accumulated a wealth of knowledge and experience in tax law, which has proven invaluable in guiding clients toward effective estate planning and wealth management solutions. His legal acumen has solidified his status as a respected figure in his field.
Achievements
Michael’s impressive career is marked by numerous achievements that reflect his hard work and dedication to the legal profession. His role as an Attorney at the IRS in the Estate & Gift Tax division is one of his most significant accomplishments, where he provided essential legal support and expertise in estate planning matters. This experience gave him a unique perspective on navigating the complexities of tax regulations and compliance, proving instrumental in helping clients efficiently manage their estates.
After his impactful role at the IRS, Michael made a significant transition to NCB, where he focused on wealth management, demonstrating his versatility and adaptability in the legal field. His ability to bridge the gap between tax law and financial planning made him a valuable asset to his clients, guiding them in making informed decisions regarding their wealth management strategies.
Michael's commitment to excellence, a deep understanding of tax law, and his dedication to serving his clients have cemented his reputation as a trustworthy and knowledgeable legal professional. As a retiree, he continues to possess the ability to influence those in his community positively, ensuring his legacy in the legal field remains vibrant even after retirement. His journey serves as an inspiration to aspiring lawyers and professionals within the tax and financial sectors, showcasing the profound impact that dedicated legal work can have on individuals and families seeking to manage their estates effectively.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.