Jon Michelizzi Email & Phone Number
Director of Retirement Plans @ Tradition Wealth Management, LLC
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Jon Michelizzi Location
- Eden Prairie, MN, US
Jon Michelizzi Work
- 2023 -now Director of Retirement Plans @
- 2014 -2023 Regional Vice President Sales @
- 2006 -2014 Regional Vice President - Retirement Services @
- 2000 -2006 Emerging Market Representative @ Principal Financial Group
- 1998 -2000 Pension Sales Representative @
Jon Michelizzi Education
- University of Wisconsin-Madison 1989-1993
Jon Michelizzi Skills
- Sales
- Mutual Funds
- Pensions
- 401k
- Retirement Planning
- Retirement
- Investments
- Series 63
- Team Building
- Series 7
- Business Development
- Series 6
- Wealth Management
- Microsoft Word
- Microsoft Excel
- Education
- Public Speaking
- Marketing
- Customer Service
Jon Michelizzi Summary
- Jon Michelizzi, based in Eden Prairie, MN, US, is currently a Director of Retirement Plans at Tradition Wealth Management, LLC. Jon Michelizzi brings experience from previous roles at Voya Financial, ING US, Principal Financial Group and The Guardian Life Insurance Company of America. Jon Michelizzi holds a 1989 - 1993 University of Wisconsin-Madison. With a robust skill set that includes Sales, Mutual Funds, Pensions, 401k, Retirement Planning and more. Jon Michelizzi has 2 emails on RocketReach.
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Jon Michelizzi
Director of Retirement Plans
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