Christopher Lazzaro Email & Phone Number
Founder and President @ Plan For It Financial, LLC
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Christopher Lazzaro Location
- Boston, MA, US
Christopher Lazzaro Work
- 2023 -now Founder and President @
- 2009 -2023 Vice President, Senior Relationship Manager @
- 2006 -2009 Vice President, Financial Advisor Services @
- 2000 -2006 Vice President, Media Relations and Financial Advisor Services @
- 1999 -2000 Communications Manager @ New York Life Benefit Services, Inc.
- 1998 -1999 Account Manager @ Schofield & Company
- 1993 -1998 Mutual Fund Market Research Manager and Newsletter Editor @
- 1991 -1993 Annuity and Insurance Services Specialist @ Keyport Life Insurance Company
- 1990 -1991 Mutual Fund Specialist @ The Shareholder Services Group, Inc.
Christopher Lazzaro Education
- Salem State University
Bachelor of Arts (English)
Christopher Lazzaro Skills
- Asset Allocation
- Investment Strategies
- Fixed Income
- Alternative Investments
- Asset Managment
- Investment Management
- Investments
- Portfolio Management
- Hedge Funds
- Equities
- Financial Services
- ETFs
- Series 7
- Securities
- Mutual Funds
- Capital Markets
- Bloomberg
- Asset Management
- Fixed Annuities
- Bonds
- Business Relationship Management
- Retirement Income Strategies
- Retirement Planning
- Financial Planning
- Media Relations
- Variable Annuities
- Financial Communications
- Wealth Management
- Bond Funds
- Relationship Building
- Separately Managed Accounts
- Written Communication
- Financial Markets
Christopher Lazzaro Summary
- Christopher Lazzaro, based in Boston, MA, US, is currently a Founder and President at Plan For It Financial, LLC. Christopher Lazzaro brings experience from previous roles at Loomis Sayles & Company and New York Life Benefit Services, Inc.. Christopher Lazzaro holds a Bachelor of Arts in English @ Salem State University. With a robust skill set that includes Asset Allocation, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment and more. Christopher Lazzaro has 2 emails and 1 mobile phone numbers on RocketReach.
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Christopher Lazzaro
Founder and President
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