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Mike Cannizzaro is listed as Financial Education Specialist - CFP®, CRPC ®, CRPS®, RICP®Licenses held: Series 24, 7, 6, 63, 65 and Life and Health Insurance (FL) at Alight Solutions, based in Naples, Florida, United States. AeroLeads shows a matched LinkedIn profile for Mike Cannizzaro.
Mike Cannizzaro previously worked as Education Program Manager at Alight Solutions and Manager, Corporate Participant Education (Stock Plan, Retirement, Financial Wellness) at Morgan Stanley. Mike Cannizzaro holds Bsba, Finance, General from Villanova University.
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I am passionate about helping individuals and families achieve their personal savings and investment goals through financial learning and wellness programs. Financial literacy is essential to help people make more informed decisions, and take ownership of their financial success. I have created engaging educational content on retirement, investing and personal finance topics, and have presented hundreds of live seminars and webinars to savers and investors across the U.S. I have worked as a public speaker, thought leader, education program manager, and industry associate trainer for several large brokerages and other financial institutions. Skills and competencies I have experience with include:Public speaking | Web seminars | Video webcasts | Retirement Plans | Investments & Insurance | Financial Advising | Content Development | Management
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Chicago, IL, US
-Execute delivery and implementation of educational programs for participants of company 401(k) and Defined Benefit plans. -Work with employers to create custom presentations for educating participants on their specific plan provisions and the benefits of saving for longer-term goals. -Present as public speaker in virtual and in-person events to drive.
New York, NY, US
-Managed team of education specialists providing seminars for Morgan Stanley at Work (MSAW) institutional clients with stock plan, retirement, and financial wellness benefits programs for employees-Responsible for working with company administrators to facilitate delivery of custom education experience-Personally conduct seminars covering retirement.
Performed contract work for a private retirement income planning software firm-Completed research projects to help enhance software accuracy including building assumptions for federal and state taxes, Medicare, Social Security, and self-employment
US
Senior Strategist, Investor EducationCreate and present retirement, investing, and savings seminar content for E*TRADE clients Public speaking engagements:-Present to thousands of clients annually through live virtual web seminars and in-person at E*TRADE Education Days in major markets -Present at E*TRADE branch client events and promote Financial.
New York, NY, US
-Worked with executive team to manage and service over $200 million in qualified retirement assets for the employees of a large Fortune 100 private health care system-2010 and 2011MetLife Leaders Conference qualifier
New York, NY, US
Manager, Financial Adviser Training & Education Program -Managed group delivering in-depth retirement training for Financial Advisers focused on driving IRA and small business employer plan opportunitiesManager, Retirement Regional Consultant Team -Managed team of territory-based product and sales specialists that supported Financial Advisers in generating.
Zurich, CH
Manager Retirement Services Sales and Technical Desk
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Mike Cannizzaro works for Alight Solutions.
Mike Cannizzaro is listed as Financial Education Specialist - CFP®, CRPC ®, CRPS®, RICP®Licenses held: Series 24, 7, 6, 63, 65 and Life and Health Insurance (FL) at Alight Solutions.
Mike Cannizzaro is based in Naples, Florida, United States while working with Alight Solutions.
Mike Cannizzaro has worked for Alight Solutions, Morgan Stanley, Self-Employed, E*Trade Financial, and Metlife.
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Mike Cannizzaro holds Bsba, Finance, General from Villanova University.
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