Michael Liscio Email & Phone Number

Lead Relationship Manager @ Willis

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Michael Liscio Location

Shelton, CT, US

Michael Liscio Work

2025 -now Lead Relationship Manager @
2022 -2025 Retirement Plan Consultant @
2017 -2022 Senior Defined Contribution Plan Consultant @
2013 -2016 Transition Manager @
2008 -2013 Transition Team Manager, National Accounts @
1994 -2008 Relationship Manager; Assistant Vice President @

Michael Liscio Education

Western Connecticut State University
MBA (Business)
Western Connecticut State University
BBA (Accounting)

Michael Liscio Skills

Retirement
401k
Retirement Planning
Relationship Management
Financial Services
Employee Benefits
Mutual Funds
Defined Benefit
Investments
Project Management
FINRA
Management
Pensions
Series 6
Securities
Retirement Plan Consulting
Alternative Investments
ASPPA - QKA and QPA
Asset Allocation
ERISA
Investment Advisory
Fixed Annuities
Strategy
401(k) Retirement Savings Plans
Training
403 b
Non-Qualified Deferred Compensation
Microsoft Excel
Leadership
Defined Contribution
Customer Satisfaction
Consulting
Communication
Public Speaking
Non Qualified
Prospects
Draft
Nurture
Net
Figures
Compliance Testing
Asppa
Proxy
Executive Positions
Business Administration
Savings
Adoption
Road
Third Party
Regulatory Compliance
Establishing Relationships
Data Conversion
C Level
Revenue
Financial Statements
CRM
Plan Implementation
Transactional
Loan Servicing
Series 63
Procedure Development
Attorneys
Accounting
Workflow
Finalist
Face To Face
Propose
Human Resources
Qualification
Seminars
Profit
Site Visits
Foundation
Troubleshooting
System
Business Services
Crsp
401K Retirement Savings Plans
Offering
Default
Reports
Investment Policy Statements
Account Reconciliation
Non Qualified Deferred Compensation
Strategies
Terminations
Trust Funds
Information Quality
Piloting
New Business Development
Puerto Rico
Employee Training
Residence
Solution
Documentation
Quality Control
Research
Reporting
Call Centers
Written
Print
Auto
Producing
Retail
Customer Feedback
FIX Protocol
Cast
Legislative Relations
Data Analysis
Fidelity
Client Services
Detail
New Clients
Plan Review
Rollovers
Strategic Planning
Operations
Explain Plan
Tender
Qka
Liquidation
Balancing
Set Ups
Business Alliances
In Person
Distribution Center Operations
Contractual Agreements
Sales Presentations
Brokers
Designations
Presentations
Responsibility
Internal Audit
Product Knowledge
Plan Analysis
Administrative Work
IRS
Structured Finance
Sizes
Interfaces
New York
Reviews
Records Management
Guidelines
Plan Administration
Materials
SAS
Compliance
Client Integration
Trustees
Business Planning
Internal Controls
Special Projects
Asset
ESOP
Qka And Qpa
Invoicing
Financial Transactions
Business Strategy
Staff Development
Connecticut
Problem Solving
Trading
Meetings
Amendments
Mergers and Acquisitions
Legislation
Series 7
Coordinated
Coordinate
401 Retirement Savings Plans

Michael Liscio Summary

Michael Liscio, based in Shelton, CT, US, is currently a Lead Relationship Manager at WTW. Michael Liscio brings experience from previous roles at WTW, Aon, TIAA and Transamerica. Michael Liscio holds a MBA in Business @ Western Connecticut State University. With a robust skill set that includes Retirement, 401k, Retirement Planning, Relationship Management, Financial Services and more. Michael Liscio has 4 emails and 3 mobile phone numbers on RocketReach.