An expert in dealing with difficult challenges, Parisse helps leaders and professionals address challenging markets, rapid change, mergers and more. His presentations include: The Changing Face of Financial Advice, Questions Great Financial Advisors Ask, This Is Your Time, The Great Salesperson, Thriving In Turbulent Times and The New Face of a Leader.

When Successful Meetings magazine named Parisse one of the “Top 21 Speakers for the 21st Century” it was not a surprise. Alan is well known for helping individuals and organizations deal with challenging transitions. Often called the “thinking person’s motivator”, Parisse helps audiences reframe their thinking, let go of the past, organize for the future and take action. The insights and strategies he shares are a culmination of a career dedicated to overcoming difficulties by finding new ways to harness the forces of change and shape the future.

Parisse is a seasoned, financial services professional with over 20 years of experience. He is internationally respected for his insights into the impact of the changing, global economy on investment cycles and financial marketing. Alan’s clients include a wide variety of industry and governmental organizations. In high demand, Parisse has been a keynote speaker for a long list of securities firms, insurance companies and banks. In addition, he has been a guest lecturer at the Stanford Business School, UC Berkeley Graduate School of Business, UCLA Graduate School of Management and the University Of Pennsylvania Wharton School Of Business.

Parisse served as President of Mill-Park Consultants. In that role he assisted CIGNA and several other major financial firms in diversifying their product line to include non-traditional offerings. Parisse has also served as a senior executive for Oppenheimer and other national investment firms. In those roles, he was responsible for developing and marketing major investment banking strategies.

An accomplished author, Parisse’s ideas have been quoted in numerous business publications, including: The Wall Street Journal, Business Week and Barron’s.

Alan Parisse’s books and courses include:

• Questions Great Financial Advisors Ask (co-author)
• The Great Salesperson
• Taking Charge – Lessons In Leadership (co-author)
• This is Your Time: Empowering Today’s Financial Advisor (co-author)
• Power Marketing: Strategies for Financial Professionals
• The 101 Best Financial Marketing Ideas
• Tax-Advantaged Investments
• Financial Analysis of a Real Estate Investment

Education & Professional AFFILIATIONS

INDUCTEE: MEMBER: DESIGNEE: MEMBER: PAST PRESIDENT: PAST COMMITTEE MEMBER: MEMBER: EDUCATION:

Speaker’s Hall of Fame NSA’s Committee on Expertise Co-Chair Certified Speaking Professional National Speakers Association RE Securities and Syndication Inst. (RESSI) National Association of Securities Dealers (NASD) Beta Gamma Sigma – National Honorary Business Fraternity EDUCATION: MBA – University of Arizona

Financial Services Clients Served – PARTIAL LIST

Aetna AIG Allstate American Express American General AXA CIGNA Chubb Colonial Life Country Companies CUNA Mutual Deloitte & Touche Ernst & Young Farm Family Life Fidelity General American Great West Life

ING Guardian Insurance Association of Great Britain Insurance Association of Singapore ITT-Hartford Jefferson Pilot KPMG LIMRA Lincoln Financial Manulife Mass Mutual MDRT and Top of the Table Merrill Lynch MFS Milliman Nat’l Assoc. of Life Underwriters New York Life

Northwestern Mutual Oppenheimer Pacific Life Penn Mutual Phoenix Home Life PriceWaterhouseCoopers Principal Prudential Securities Industry Association Smith Barney State Farm Stifel SunAmerica Sun Life Transamerica Thrivent

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