Sanford Prizant work email
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High- performance leader with diverse financial services background. Successful in increasing revenue by designing and implementing business development strategies and building key client relationships resulting in high customer retention. Active problem solver brings consultative, in-depth approach to complex qualified plan issues.My main goal is to clarify the murky world of the company retirement plan. Since inception of ERISA, few plan sponsors/participants truly understand who does what and what they get paid.Specialties: My specialty is transforming poorly designed qualified plans into plans that benefit who the company wants to benefit.Additionally, I am able to uncover "the skeletons in the closet" in regards to the costs involved in the operation of a qualfied plan. Furthermore, my excellent public speaking skills translate into outstanding seminars and "subject matter" public speaking in the retirement plan space.
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PresidentThe Prizant Group, Ltd. Feb 2012 - PresentDeerfield, Il, UsExpert, seasoned, and unbiased retirement plan consultant providing advice to plan sponsors, HR professionals,financial advisors,third party adminstrators,accountants, and attorneys.Specialties are marketing/sales strategies, "tax sheltered" plans, plan costs,participant education, seminars, and "subject matter" public speaking.
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Investment Advisor RepresentativeCapital Asset Advisory Mar 2019 - Present"Advisory Services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor" -
Senior Vice PresidentHoward Simon & Associates, Inc. Feb 2011 - Feb 2012Directing the marketing/sales of HSA Vision. HSA Vision is a unique 401(k) delivery system that provides an integrated package(record keeping, payroll, administration, pension consulting, advisor/client education, and total fee transparency). The platform is designed to be a "bundled/ boutique" program for the RIA community allowing them to have customized portfolios (mutual funds, ETF, collective funds) and personal branding. They will be able to increase their annual revenue stream with minimal time outlay. "With a little time, increase your bottom line."
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Vice PresidentHoward Simon & Associates, Inc. 2006 - Mar 2011Identify, develop, and close new qualified retirement plans and payroll services for a target market of small to mid- sized companies and not-for-profit organizations primarily in the Midwest.
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Pension ConsultantHoward Simon & Associates Jan 2001 - Jan 2006Responsible for new business development and management of an existing client base with over 5000 active participants and $200 million in assets.Secure over 75 new clients with over $7.5 million in assets. Design and modify qualified plans for both new and active clients.Increase plan participation by 20%.Reduce plan investment expenses by an average of 1% for $200 million in assets.Analyze and adjust mutual fund selection through replacement or alternative investment platforms. Conduct educational seminars and enrollment meetings for all participants.
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Pension Consultant/Assistant To CeoHoward Simon & Associates 1999 - 2001* Hired to assist the CEO with management of existing client base.* Serve as subject matter expert for qualified plans.* Conduct educational seminars and enrollment meetings.* Assist with design and development of new business proposals
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Elementary Education TeacherSolomon Schechter Day School Aug 1994 - Jun 1999Career change to support spouse's full-time travel requirements. Became primary caregiver for two children.TeacherTaught 40 fifth-grade children in self-contained classroom. Design and implement curriculum in mathematics, English, literature, and social studies. Primary liaison for mainstreaming special education students into fifth grade programs. Organize and lead outdoor education and field trips. Frequent interaction with professionals in the children with special needs area.
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Financial ConsultantMesirow Financial Mar 1989 - Dec 1991Chicago, Il, Usheadquartered in Chicago and offering 6 divisions of services.Investment ExecutiveRecruited from Shearson/Lehman Bros to provide an extended range of financial services targeted primarily at privately held small business owners and professional organizations.Advise and channel clients to appropriate resources within Mesirow including asset management, investment banking, real estate and insurance.
Sanford Prizant Skills
Sanford Prizant Education Details
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Northwestern UniversityHistory -
Braeside
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National Louis UniversityTeaching
Frequently Asked Questions about Sanford Prizant
What company does Sanford Prizant work for?
Sanford Prizant works for The Prizant Group, Ltd.
What is Sanford Prizant's role at the current company?
Sanford Prizant's current role is President at The Prizant Group.
What is Sanford Prizant's email address?
Sanford Prizant's email address is fi****@****aol.com
What schools did Sanford Prizant attend?
Sanford Prizant attended Northwestern University, Braeside, National Louis University.
What are some of Sanford Prizant's interests?
Sanford Prizant has interest in Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, Fishing, Home Decoration, Health, Collecting Coins.
What skills is Sanford Prizant known for?
Sanford Prizant has skills like Erisa, Defined Benefit, Fixed Annuities, Investment Strategies, Defined Contribution, Retirement Plan Consulting, Pensions, Alternative Investments, Business Planning, Qualified Retirement Plans, Investment Management, 401k.
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