Director of Network Development Mid-South Division @ (August 2020 - April 2021)
Director, Mergers and Acquisition @ (January 2019 - August 2020)
President and Head of Strategy @ (May 2014 - September 2016)
Executive Director, Advanced Financial Advisor Development @ (November 2008 - May 2014)
Senior Vice President, Director of Advanced Business Development @ Smith Barney (April 2004 - November 2008)
Senior Vice President, Senior Assistant Branch Manager @ Smith Barney (June 2000 - March 2004)
Vice President, National Training Officer @ Smith Barney (June 1998 - May 2000)
Financial Consultant @ Smith Barney (October 1993 - May 1998)
Joseph Rizzo Education
Northern Illinois University
Joseph Rizzo Skills
Talent Management
Business Strategy
Consulting
Business Analysis
New Business Development
Cross-functional Team Leadership
Practice Management
Leadership
Series 7
Risk Management
Business Development
Asset Management
Strategic Partnerships
Alternative Investments
Portfolio Management
Program Management
Financial Planning
Financial Services
Management
Strategy
Entrepreneurship
Finance
Wealth Management
Investments
Planning
Solutions
Cross Functional Team Leadership
Succession Planning
Joseph Rizzo Summary
Joseph Rizzo, based in Darien, CT, US, is currently a Managing Partner, Enterprise Solutions Makari Group at Makari Group, LLC. Joseph Rizzo brings experience from previous roles at LPL Financial, Dynasty Financial Partners and Steward Partners Consulting Solutions. Joseph Rizzo holds a Northern Illinois University. With a robust skill set that includes Talent Management, Business Strategy, Consulting, Business Analysis, New Business Development and more. Joseph Rizzo has 3 emails and 5 mobile phone numbers on RocketReach.
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