Reggie Ugwuakazi

Reggie Ugwuakazi

Financial Representative

Reginald Ugwuakazi joined the Rise North Capital Team in September 2020. Previously, Reggie was a self-employed business consultant with international exposure and consulted and helped small business owners in the areas of building entrepreneurship skills, financial literacy, improving and monitoring operations.

Prior to that, Reggie had over 16 years of banking and financial industry experience working for Bank of America, Citizens bank, Investors bank & trust Company (now State Street Bank) where he was involved in bank management and bank product sales. At Investors Bank & Trust Company, Reggie worked as a senior Portfolio and Fund accountant where he supervised up to six other fund accountants for Net Asset Value (NAV) accuracy and completeness to avoid client loss. Reggie also worked as a mortgage broker at Loan Star Mortgage where he helped low to moderate income earners build up their savings and credit to qualify for home ownership.

Reggie is a highly motivated, focused and effective financial professional who is calm at multitasking in a dynamic and fast paced environment and also a problem solver.

Reggie graduated from Southwestern Oklahoma State University with a bachelor’s degree in finance (BS Finance), An MBA from Cambridge College, Boston and a post graduate Certificate in Commercial Lending from the New England Banking Institute (now Cambridge College).

Reggie enjoys traveling overseas and has been to 6 countries including Africa and still counting. Reggie enjoys playing basketball with his over 6ft tall four boys and a girl.

Reggie Ugwuakazi is insurance licensed in the following states: Massachusetts