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Alan J Kizor

from Orinda, CA
Age ~77
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Also known as:
Alan Joel Kizor, Alan Juanita Kizor
Phone and address:
9 Oak Arbor Rd, Orinda, CA 94563
(925) 254-0906
Related to:
Brenda Ritter, 73Linda F Johnson, 68Robert G Sands, 30Jacob Nolan, 43Charles HaltermanAnthony Blevins, 50
Connected to:
Immaculate N Kizza, 73Mark A Kizzar, 61Sheena Kizzard, 40Hardy H Kizzee, 53Mia J Kizzee, 30Russell L Kizzia, 63Billy L Kizziah, 70Dora H Kizzie, 96Heath Kizzier, 57Lee Kizzire, 102

Alan Kizor Phones & Addresses

  • 9 Oak Arbor Rd, Orinda, CA 94563 (925) 254-0906 (925) 254-0966
  • 199 Highland Rd, Princeton, NJ 08540 (609) 924-3562
  • 1000 Chestnut St, San Francisco, CA 94109 (415) 673-0854
  • Alamo, CA
  • New York, NY
  • 9 Oak Arbor Rd, Orinda, CA 94563 (925) 330-5559

Work

Position: Financial Professional

Education

Degree: High school graduate or higher

Emails

j***[email protected]

Resumes

Resumes

Alan Kizor Photo 1

Managing Partner At Alan (K)Izor & Partners Consulting, Llc

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Position:
Managing Partner at ALAN (K)IZOR & PARTNERS CONSULTING, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work:
ALAN (K)IZOR & PARTNERS CONSULTING, LLC since Jun 2009
Managing Partner
Union Bank Oct 2004 - Dec 2008
Senior Vice President and Manager, Retirement Solutions
Merrill Lynch Sep 1997 - Mar 2002
First Vice President and Sales Director: Benefits & Investment Solutions
Barclays Global Investors 1995 - 1997
Managing Director
Wells Fargo 1980 - 1995
Executive Vice President
Education:
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, International Business University of Colorado Boulder
BA
Skills:
Business Strategy
Financial Services
Investments
Mutual Funds
Product Development
Product Management
Sales Management
Series 7
Alan Kizor Photo 2

Alan Kizor

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Business Records

Name / Title
Company / Classification
Phones & Addresses
Alan J. Kizor
Ira Solutions
UNION BANK
National Commercial Bank
350 California St, San Francisco, CA 94104
400 California St, San Francisco, CA 94104
350 Califrona St, San Francisco, CA 94104
44 Montgomery St, San Francisco, CA 94104
(415) 705-7000, (415) 765-3434, (415) 288-9040, (415) 765-0400
Alan Kizor
Managing
Alan (K)Izor & Partners Consulting LLC
Retirement Marketing Programs for Financ · Business Consulting Services
9 Oak Arbor Rd, Orinda, CA 94563

Publications

Us Patents

Method And System For Managing Defined Contribution Accounts

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US Patent:
20030120508, Jun 26, 2003
Filed:
Dec 17, 2002
Appl. No.:
10/322105
Inventors:
Alan Kizor - Orinda CA, US
Jacquelyn Silver - Fremont CA, US
International Classification:
G06F009/00
G06F017/60
US Classification:
705/001000
Abstract:
Method and system for providing a web-based software platform which allows multiple financial institutions to administer retirement savings programs within and across multiple countries, contend with disparate national rules and regulations, offer plan sponsors the opportunity to monitor retirement benefit programs across national boundaries, and enable employees to enjoy self-service of their accounts worldwide is disclosed. More specifically, a shared infrastructure that provides combined participant recordkeeping and trust administration with custody at the participant level for retirement saving plans including Individual Retirement Account (IRA) Rollovers is disclosed. The web-based platform is configured to accommodate simple to complex plan provisions and be compliant with relevant rules and regulations, and further, to include a global multi-manager platform for subscribing financial institutions on an applications service provider basis.
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Alan J Kizor from Orinda, CA, age ~77 Get Report