Financial Services Professional
CurrentFinancial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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@stadiachurchplanting.org
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Sergio Rizo is listed as Helping families and business owners develop a solid foundation for financial success. at NYLIFE Securities LLC, a with 3416 employees, based in Newton County, Missouri, United States. AeroLeads shows a work email signal at stadiachurchplanting.org and a matched LinkedIn profile for Sergio Rizo.
Sergio Rizo previously worked as Financial Services Professional at Nylife Securities Llc and Agent at New York Life Insurance Company. Sergio Rizo holds Master Of Business Administration (M.B.A.), Organizational Leadership from Lipscomb University.
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AeroLeads found 1 current-domain work email signal for Sergio Rizo. Compare company email patterns before reaching out.
I provide quality financial strategies, and offer insurance and financial products to individuals, families, and businesses.For over 175 years, we've been helping people put their love into action. #LoveTakesAction #GoodAtLifeI offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.AR License: 20227759 Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.New York Life Insurance Company7500 College Blvd, Suite 800Overland Park, KS 66210(615)926-2831
Listed skills include Healthcare, Leadership, Management, Customer Service, and 36 others.
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Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Joplin, Missouri, United States
Agent licensed to sell insurance through New York Life Insurance Company
Joplin, Missouri Area
To yearly raise the financial resources needed to help Stadia plant hundreds of churches so that one day every child will have a church.
Joplin, Missouri Area
• Oversee the strategy and implementation of Development • Responsible for the DIFFERENCE annual fund raise of ~20 percent of the fiscal year budget• Responsible for the managing of donor relationships, church relationships, visits, and fundraising asks• Oversee the department administrative staff, advancement database, and consultant staff• Responsible for college community relations
Joplin, Missouri
Partnering with the college in the work of training men and women for Christian service through development efforts.
Greater Nashville Area, Tn
• Daily management and liaison of Vice Chancellor’s calendar, meeting tasks, follow-up items, travel coordination, board of trust – investment committee communications, and external meeting engagements• Daily management of office, responsible for $12 million office operating budget, human resources, team building (24 staff), and two direct administrative reports• Responsible project manager for office tasks and implementations as well as coordinating Board of Trust meeting materials and follow upAccomplishments: Project Manager of complete office redesign ($975K project cost) and Backstop Software implementation. Facilitating the recruitment and on-boarding of 16 team members (10/2013 - 11/2015).
Greater Nashville Area, Tn
• Primary report to Executive Chief Nursing Officer (ECNO)• Daily coordination of ECNO calendar, meeting tasks, and follow up items• ECNO meeting delegate and communication liaison as requested • Program coordinator for ECNO nursing executive quarterly retreats, executive coaching retreats, quarterly Retired Nurses gatherings, and monthly Vice Chancellor of Health Affairs executive rounds• Responsible for the coordination and processing of ECNO office human resource items, payroll needs, travel arrangements, meeting support, invoice processing, supply ordering, personal support, and project needs as requested• Ad hoc VUMC recruitment work as a Talent Acquisition Consultant during off hours. Responsible for previewing position strategy plan, initiating contact with identified employee candidates, conducting phone screening, and returning screening information to be used by hiring manager or recruitment office.
Joplin, Missouri
• Primary responsibility to support Senior Vice President of Medical Affairs and Chief Medical Officer• Facilitating and tracking budgeted invoices and stipends in excess of 3 million dollars• Joint Commission chapter representative for the Medical Affairs department• Medical Staff Services Department responsibility: Mercy Insight (budget tracking database), EPIC Implementation Team: physician support (paperless patient database), Updating Job Descriptions, submitting employee justification forms, annual planning of medical staff leadership retreat, and physician orientation • Responsible for maintaining agendas, minutes and follow up for various medical staff committeesAccomplishments: Successfully coordinated two annual physician leadership retreats, the updating of Joint Commission Medical Staff Standard MS 01.01.01 and was integral in the contract renewal of the facility’s third party hospitalist group.
Joplin, Missouri
• Primary report to Senior Vice President of Patient Care Services and Chief Nursing Officer/Chief Operating Officer• Secondary report to two directors: Executive Director of Patient Care Services and the Director of Risk Management/Quality/Medical Staff Services• Epic Physician Lead: Epic Electronic Health Record facility implementation, eight month project – facilitating all communication to medical staff regarding project, registration of the medical staff for EHR training, creating and facilitating physician communication plan, and support to physician project champion • Epic Logistics Coordinator: Epic Electronic Health Record facility implementation, eight month project - facilitating meeting requests, meeting follow up items, meeting a/v needs, emergent project team needs, and facilitating facility communication plan • Facilitating all communication to the Medical Staff, processing and tracking budgeted invoices and stipends in excess of 3 million dollars, annual planning of medical staff leadership retreat, and continued support of Medical Staff ServicesAccomplishments: Successfully coordinated the facility implementation and the medical staff training for an Electronic Health Record implementation, project successfully went live May 1, 2011. On disaster recovery team for 2011 Joplin, MO tornado, partnered with sponsoring executive to locate our 194 patients who were displaced during the tornado. All patients were located.
Joplin, Missouri
• Responsible for organizing, tracking and assuring facility compliance of CME activities according to the Missouri State Medical Association guidelines • Responsible for processing, data entry and primary source verification of medical staff applications using Medical Staff Line and ECHO databasesAccomplishments: Guided the CME program out of probationary status and increased the number of AMA PRA Category 1 Credit™ activity hours from 66 to 98 (48 percent increase).
Joplin, Missouri Area
• Responsible for opening and closing the department, coordinating the daily employee schedule, coordinating bi-weekly staff scheduling for 16 employees, maintaining a balanced coordinator bank, processing tube feedings, and making the daily deposit requisition• Responsible for performing initial new hire interviews as well as handling departmental and external departmental staff needs and conflicts• Promotion from Food Service Worker to Food Service Coordinator August 2006Accomplishments: Successfully coordinated staff through a six month kitchen remodeling project.
Mexico City Area, Mexico
• Responsible for the physical, educational and spiritual well being of thirteen children • Supported K-12 schooling by teaching English to elementary and high school students as well as monitoring in the junior high
Other employees you can reach at nylifesecurities.com. View company contacts for 3416 employees →
Myriam Estimphil
Colleague at Nylife Securities LlcOrlando, Florida, United States
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Dave Uchansky
Colleague at Nylife Securities LlcLos Angeles, California, United States
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Chanmuny Dy
Colleague at Nylife Securities LlcWashington Dc-Baltimore Area, United States
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Kamilu Abiola Alli
Colleague at Nylife Securities LlcDallas, Texas, United States
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KP
Katrina Palmer
Colleague at Nylife Securities LlcPensacola, Florida, United States
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Sean Na
Colleague at Nylife Securities LlcWashington Dc-Baltimore Area, United States
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Rodney Kornegay Fscp®, Wmcp®
Colleague at Nylife Securities LlcBridgewater, Massachusetts, United States
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Reuven Giter
Colleague at Nylife Securities LlcFort Lauderdale, Florida, United States
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Drew Porro, Lutcf, Ricp
Colleague at Nylife Securities LlcPhoenix, Arizona, United States
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Marc Schurer
Colleague at Nylife Securities LlcLos Angeles, California, United States
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Earned certificate in Medical Interpretation (Spanish to English/English to Spanish interpreting in a healthcare setting)
Quick answers generated from the profile data available on this page.
Sergio Rizo works for NYLIFE Securities LLC.
Sergio Rizo is listed as Helping families and business owners develop a solid foundation for financial success. at NYLIFE Securities LLC.
AeroLeads has found 1 work email signal at @stadiachurchplanting.org for Sergio Rizo at NYLIFE Securities LLC.
Sergio Rizo is based in Newton County, Missouri, United States while working with NYLIFE Securities LLC.
Sergio Rizo has worked for Nylife Securities Llc, New York Life Insurance Company, Stadia Church Planting & Multi-Site, Ozark Christian College, and Vanderbilt University.
Sergio Rizo's colleagues at NYLIFE Securities LLC include Myriam Estimphil, Dave Uchansky, Chanmuny Dy, Kamilu Abiola Alli, and Katrina Palmer.
You can use AeroLeads to view verified contact signals for Sergio Rizo at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.
Sergio Rizo holds Master Of Business Administration (M.B.A.), Organizational Leadership from Lipscomb University.
Sergio Rizo is listed with skills including Healthcare, Leadership, Management, Customer Service, Public Speaking, Training, Nonprofits, and Data Entry.
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