Chris Campisi
Managing Director at Campisi Financial Group
- Role
- Managing Director at Campisi Financial Group
- Location
- Monterey, CA, US
- LinkedIn followers
- 500 followers
About Chris Campisi
I have worked in the 401(k) Wealth Planning, Insurance and Employee Benefits industry for…
Experience
Managing Director
Jan 2008 — Present
Retirement Plan Design - 401k/403b - Business Owners Executive Benefits, Wealth Planning/Strategies - Retirement Income Planning - Legacy Planning.
Education
University of San Francisco
Bachelor of Science (BS), Psychology
1984 — 1987
Santa Clara University
Bachelor of Science (BSc), Business Finance, Investments, Real Estate Finance
1987 — 1990
Skills
- Finance
- Strategic Planning
- Financial Analysis
- Capital Markets
- Management
- Team Building
- Due Diligence
- Investments
- Leadership
- Strategy
- Mergers & Acquisitions
- 401k
- Securities
- Public Speaking
- Employee Benefits
- Business Development
- Wealth Management
- Program Management
- Pension & Profit Sharing Advisor
- Financial Reporting
- Management Consulting
- Customer Service
- 401(K) Retirement Savings Plans
- Insurance
- Investment Advisory
- Analytics
- Retirement Planning
- Business Strategy
- Start-Ups
- Valuation
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