Michael Partnow Email & Phone Number

New York, Ny, Us

Minneapolis, Minnesota, Us

One Software For Compliance, Marketing, And Advisors.The only Martech solution designed for the wealth, banking, and insurance industries that puts compliance, marketing, and advisors in the same content distribution system.

• Organized and facilitated exclusive, by invite only, AI Roundtable event for top tier financial services leaders.• Spearheaded collaborations between technology providers and financial firms to drive innovation.• Led philanthropic efforts by making a generous contribution to a select non-profit organization at each event.

Palo Alto, California, Us

Multi-function senior leadership position with authority for not only key areas such as business development but also a diverse group of critical projects, all aimed at driving revenue, reducing operating expenses, and driving a better experience across all key constituents in the value chain. Lead all wealth management efforts co-creating and executing on strategies by leveraging Jiffy.ai solutions by increasing awareness, identifying opportunities, improving adoption, and measuring results to build a stronger wealth management offering. Ensure engagement with clients exceeds expectations including defining and executing client engagement strategies.

Jersey City, New Jersey, Us

Head of Enterprise and Product Consulting TeamResponsible for managing the Financial Solutions Consultant Team that works with Pershing broker-dealer clients in developing and executing a strategic plan leveraging financial products by increasing awareness, identifying opportunities, improving adoption and measuring results to retain and grow assets building a stronger wealth management offering.

Jersey City, New Jersey, Us

Worked with the most high-profile broker-dealer clients and their executive team members in developing and implementing comprehensive advisor programs designed to identify opportunities and drive revenue growth in the dually registered/hybrid advisor marketplace.

Jersey City, New Jersey, Us

Turnkey Asset Management Providers/Registered Investment AdvisorsPlayed a key role in creating a business development plan for Pershing Advisor Solutions, including determining strategic direction and onboarding new hires and clients. Also worked directly with clients and helped reposition the Pershing Advisor solutions organization as an industry leader in the Turnkey Asset Management “TAMP” Provider marketplace.

Newark, Nj, Us

*Launched and led both workplace and site based corporate partnerships*Recruited and Coordinated north of 100+ matches*Raised north of $1,000,000 in donations*Launched and Co-Led Financial Literacy for Middle School program*Launched and Co-Led Adopt a Family Program*Awarded the inaugural "Advocate of the Year" award*Multiple time "BIG Brother of the Year" nominee*Recognized and featured on "MSNBC Live with Kate Snow." Giving Tuesday - featured across the US for advocacy work

Us

Managed the transition of institutional business onto the E*Trade platform upon closing the Harrisdirect acquisition. Responsible for leading the Corporate Employee Trading Offering and hiring relationship managers, as well as overseeing cross-functional teams.

Launched and oversaw new business initiative providing third-party brokerage service solutions to financial institutions (corporate services, defined contribution/defined benefit, retail acquisitions and Registered Investment Advisor). Grew platform to $4 billion in AUM.

Hired, trained and developed a team of licensed registered representatives for customer services and trading.

Jersey City, New Jersey, Us

Responsible for processing mutual fund orders

Masters Education, Education

Bachelors Of Business Administration, Marketing / Management

Securities Industry Institute® Program, Sponsored By Sifma