joseph rizzo

Responsible for the strategy, design and distribution of professional development to the largest wealth management sales organization in the industry. Our Mission focuses primarily on providing the highest standard of investment and wealth management content while maintaining a strong emphasis on business execution and efficiency-hence our departments tagline "where competency is applied". We achieved our mission by developing two flagship development programs; the award winning Academy of Investment Excellence and Accelerator. The experience and content for these programs proved their value with exceptional business results and true appreciation from our Firm's very top advisors. We then leveraged each program by creating a virtual experience which allowed the rest of our organization worldwide to learn, share, and connect using the same content.

* As the Director of Advanced Business Development our department was tasked with; * designing industry leading Practice Management software that integrated business analytics with strategic planning and business development training that guided advisors and their teams to meaningful efficiency and productivity gains. * managing the team consulting process that was dedicated to Teaming and Strategic Partnering for our top advisory teams and administered by our industry leading team consultants * building training and development programs for the firms 12,000 advisors that focused on Practice Management and Business Development * managing the Firms on demand learning management system and continuing education process for the entire wealth management sector

Worked with the Branch Management team on all aspects of growing and protecting the One Penn Plaza wealth management branch. Responsibilities included business development strategies, recruiting, risk management, P&Lmanagement, and advisor development. The branch employed over 170 people and was the largest producing branch in the Smith Barney system at the time with over $70mm in annual revenue managing several billion dollars of clients' assets.

Responsible for training and developing skills in new hire Financial Advisors. Our group of training officers developed thousands of new advisors while completely redesigning the curriculum to align with the ever growing wealth management needs of our clients.

As a Financial Consultant I was responsible for building and managing a significant wealth advisory practice that focused on financial planning, investment management, and business exit strategies for executives and principals in the advertising and marketing sectors.

Responsible for managing the Dynasty Connect Corporate Deal Desk providing capital, valuations, deal advisory and integration services to buyers and sellers who want to create sustainable partnerships with significant economic benefits.

Steward Partners Consulting Solutions (SPCS) is a full service consulting firm focused on the development and delivery of customized solutions for wealth management organizations. We define ‘solutions’ as the successful execution of strategic goals and business objectives established between us and our clients. The combination of our leadership team’s experience, our network, and our process define the next evolution in consulting solutions