Michael Barnett Email & Phone Number

United States

Boston, Massachusetts, United States

Responsible for all New Client Revenue Growth, Existing Client Revenue Growth, Client Retention, Client Satisfaction

Greater Boston

Led the Sales and Customer Success teams responsible for new customer sales, existing customer revenue growth, retention, and client satisfaction. IT Managed Services, Cloud, Network, Data Center, Cybersecurity SaaS, IaaS, PaaS, IT Consulting for all industries and company size.

Greater Boston Area

NexTrust (BillFlash Services) provides SaaS Fintech solutions. Nimble integration capabilities also allow seamless integration with many Practice Management Software, Clearinghouse and software companies in other industries. I started and scaled the Sales, Customer Success and Partner teams and a member of the executive team setting strategy and direction.

Windsor, Ct

Led US Customer Success and Sales organizations providing wealth management services to Voya's retail clients and institutional retirement plan participants. • Started and scaled the team to 200+ sales and service employees in multiple locations• Achieved record new customer and asset growth which was a 65% increase in YOY increase• Wealth Management Operating Committee member responsible for developing ING’s wealth management strategy to service 7M plan participants with over $450 Billion in assets under management.

Boston, Cambridge

Led three separate Investor Centers - Boston, Cambridge, Salt Lake City to achieve asset acquisition, product sales, client retention and satisfaction goals. Responsible for territory of 40,000 clients and $10B in assets. Exceeded all goals each year. • President's Club Award - Elevated Back Bay sales results from 90th to 5th in the nation in less than 1 year. • President's Club recipient - Improved ranking from last to #1 in the New England Region. Promoted to the larger, higher revenue generating office.

Boston, Ma

Led national Relationship Management organization for Portfolio Advisory Services and Personal Trust Services with 400 employees located in 6 call centers across the country. Responsible for leading sales and service delivery to 180,000 clients and $56B in assets under management.• Helped grow assets under management from $24B to $56B • Led growth of service and sales teams from 100 to 400 employeess and expanded to new locations in FL, UT, OH, CA, • Significantly improved overall client satisfaction, efficiency and profitability.

Boston, Massachusetts, United States

Led National Wealth Management organization for Fidelity's High Net Worth customers across all contact centers and investor centers. Private Access - +$3M in investable assets, Premium Services - $500K - $3M in investable assets