Professional Overview

Christopher Lazzaro is a seasoned financial professional currently serving as the head of Plan For It Financial, LLC, based in Boston, Massachusetts. His expertise spans financial advisory services, relationship management, media relations, and communications, with a strong focus on the financial services industry.

Experience Summary

Current Role

As the current head of Plan For It Financial, LLC, Christopher's key responsibilities include overseeing the company's operations, providing financial advisory services to clients, and driving business growth. His achievements in this role are marked by his ability to establish and maintain strong client relationships, identify new business opportunities, and contribute to the company's strategic development.

Career Progression

Christopher's career progression is notable for his steady growth and increasing responsibilities within the financial services sector. Prior to his current role, he held various positions at Loomis Sayles & Company, including Vice President, Senior Relationship Manager, Vice President, Financial Advisor Services, and Vice President, Media Relations & Financial Advisor Services. Earlier in his career, he worked at New York Life Benefit Services, Inc., Schofield & Company, DALBAR, Inc., Keyport Life Insurance Company, and The Shareholder Services Group, Inc. These roles have equipped him with a broad range of skills and expertise in financial services, communications, and relationship management.

Areas of Expertise

Christopher's areas of expertise include financial advisory services, relationship management, media relations, communications, and business development. He possesses strong technical competencies in financial planning, investment analysis, and portfolio management. His leadership and management capabilities are demonstrated through his experience in overseeing teams, driving business growth, and contributing to strategic planning.

Professional Impact

While specific projects and initiatives are not detailed, Christopher's professional impact is evident through his contributions to the growth and development of the financial services companies he has worked with. His ability to establish strong client relationships, identify new business opportunities, and drive business expansion underscores his value as a financial professional.

Conclusion

Christopher Lazzaro's professional trajectory is marked by steady growth, increasing responsibilities, and a strong focus on the financial services industry. Currently, he is focused on driving the success of Plan For It Financial, LLC, leveraging his expertise in financial advisory services, relationship management, and business development to deliver value to his clients and contribute to the company's strategic objectives. His value proposition lies in his ability to provide tailored financial solutions, foster strong client relationships, and contribute to the growth and development of the financial services sector.