Chris Campisi

Chris Campisi Email and Phone Number

Founder and President @ Monterey Hospitality Benefits Group, Inc.
Monterey, CA, US
Chris Campisi's Location
Monterey, California, United States, United States
Chris Campisi's Contact Details
About Chris Campisi

I have worked in the 401(k) Wealth Planning, Insurance and Employee Benefits industry for over 28 years. My key focus has always been bringing strategic planning and innovative solutions to my clients and their companies to improve the lives of their employees. My passion and purpose is to share my experience and relationships and to create a better educated, stronger more diverse community.

Chris Campisi's Current Company Details
Monterey Hospitality Benefits Group, Inc.

Monterey Hospitality Benefits Group, Inc.

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Founder and President
Monterey, CA, US
Website:
campisifinancialgroup.com
Employees:
9
Chris Campisi Work Experience Details
  • Monterey Hospitality Benefits Group, Inc.
    Founder And President
    Monterey Hospitality Benefits Group, Inc.
    Monterey, Ca, Us
  • Monterey Hospitality Benefits Group, Inc.
    Founder/President
    Monterey Hospitality Benefits Group, Inc. Jun 2016 - Present
    Monterey
    Developed the MCHA Health and Welfare Trust, which delivers affordable healthcare to members of the Monterey County Hospitality AssociationTrust Consulting - Employee Benefits & HR Consulting
  • Campisi Financial Group
    Managing Director
    Campisi Financial Group Jan 2008 - Present
    Monterey/San Francisco Bay Area
    Retirement Plan Design - 401k/403b - Business Owners Executive Benefits, Wealth Planning/Strategies - Retirement Income Planning - Legacy Planning.
    View
  • Principal Financial Group
    Financial Advisor/Advanced Business Solutions
    Principal Financial Group Jan 2008 - Sep 2016
    San Jose/Bay Area
    401k/Retirement Plan Design - Defined Benefit Plans - Non Qualified Deferred Compensation Plans Business Succession Planning - Buy Sell Strategies - Business Protection Planning Income Protection Planning - Health and Welfare Trust Services
    View
  • Northwestern Mutual
    Senior Financial Advisor
    Northwestern Mutual Jan 2001 - Dec 2007
    Menlo Park/San Francisco
    Personal Financial Planning - Risk Management - Employee Benefits - Non Qualified Benefits 401k/403b
    View
  • John Hancock Financial Services
    Business Unit Manager/Financial Advisor
    John Hancock Financial Services Jan 1992 - Jan 1999
    San Jose/Bay Area
    Personal Financial Planning - Risk Management - Employee Benefits - Non Qualified Benefits 401k/403bUnit Sales Manager:Hired, trained and developed the top performing new advisor sales unit in the nation.
    View

Chris Campisi Skills

Finance Strategy Business Development Insurance Start Ups Strategic Planning Employee Benefits Financial Analysis Business Strategy 401k Public Speaking Leadership Management Mergers And Acquisitions Customer Service Team Building Program Management Due Diligence Investments Securities Wealth Management Retirement Planning Capital Markets Management Consulting Valuation Investment Advisory 401 Retirement Savings Plans Financial Reporting Analytics Pension And Profit Sharing Advisor Trust Consulting

Chris Campisi Education Details

Frequently Asked Questions about Chris Campisi

What company does Chris Campisi work for?

Chris Campisi works for Monterey Hospitality Benefits Group, Inc.

What is Chris Campisi's role at the current company?

Chris Campisi's current role is Founder and President.

What is Chris Campisi's email address?

Chris Campisi's email address is pr****@****hoo.com

What is Chris Campisi's direct phone number?

Chris Campisi's direct phone number is +140889*****

What schools did Chris Campisi attend?

Chris Campisi attended Santa Clara University, University Of San Francisco, Bellarmine College Preparatory, The Harker School.

What skills is Chris Campisi known for?

Chris Campisi has skills like Finance, Strategy, Business Development, Insurance, Start Ups, Strategic Planning, Employee Benefits, Financial Analysis, Business Strategy, 401k, Public Speaking, Leadership.

Who are Chris Campisi's colleagues?

Chris Campisi's colleagues are Siasolo Sylla, Susan Portello.

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