Michael Partnow Email and Phone Number
Michael Partnow work email
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Michael Partnow personal email
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IMPACT! "A Life Is Not Important Except In The Impact It Has On Other Lives" - Jackie RobinsonCreating a positive impact with family, friends, colleagues, partners, the broader financial services industry and in my community is what truly drives me. I look to instill the importance of these values; leading by example. I’ve been in financial services for over 30 years. Throughout my career, I’ve taken a consultative approach with PARTNERS (note the word partners rather than clients.) I believe the basis for any true consultative engagement boils down to working hard and working with individuals you TRUST. Further, it’s about RELATIONSHIPS—approach every interaction from the partner's and investor’s perspective; ask the hard questions and solicit feedback.What motivates me? Knowing how our industry is making a difference and impacting people’s lives for the better! Positively IMPACTING lives professionally but even more importantly personally is what drives me.Now, let’s get out there and make an IMPACT!
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Group President - Wealth ManagementJiffy.AiNew York, Ny, Us
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Board Member / Strategic AdvisorFresh Finance Dec 2024 - PresentMinneapolis, Minnesota, UsOne 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. -
Co-FounderBig Sky Ai Roundtable May 2024 - Present• 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.
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Group President - Wealth ManagementJiffy.Ai May 2021 - PresentPalo Alto, California, UsMulti-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. -
Director, Global Strategy And Product ManagementBny Mellon | Pershing 2014 - May 2021Jersey City, New Jersey, UsHead 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. -
Ria Complete Relationship ManagerBny Mellon | Pershing 2010 - 2014Jersey City, New Jersey, UsWorked 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.
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Manager, Business Development Strategic Planning And Administration Relationship ManagerBny Mellon | Pershing 2006 - 2010Jersey City, New Jersey, UsTurnkey 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.
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Big Brother, Senior Ambassador, Partnership Founder, Financial Literacy Co-FounderBig Brothers Big Sisters Of Essex, Hudson, & Union Counties, Nj Sep 2011 - May 2021Newark, 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 -
Senior Relationship Manager, Corporate ServicesE*Trade 2006 - 2006UsManaged 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. -
Director/Relationship Manager, Institutional BrokerageHarrisdirect, A Bank Of Montreal Company (Formerly Dlj Direct) 2000 - 2006Launched 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.
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Team Leader, Investor ServicesHarrisdirect, A Bank Of Montreal Company (Formerly Dlj Direct) 1998 - 2000Hired, trained and developed a team of licensed registered representatives for customer services and trading.
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Trader, Mutual FundsBny Mellon | Pershing 1994 - 1998Jersey City, New Jersey, UsResponsible for processing mutual fund orders
Michael Partnow Skills
Michael Partnow Education Details
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University Of PhoenixEducation -
Baruch CollegeMarketing / Management
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The Wharton SchoolSponsored By Sifma
Frequently Asked Questions about Michael Partnow
What company does Michael Partnow work for?
Michael Partnow works for Jiffy.ai
What is Michael Partnow's role at the current company?
Michael Partnow's current role is Group President - Wealth Management.
What is Michael Partnow's email address?
Michael Partnow's email address is mn****@****ine.net
What schools did Michael Partnow attend?
Michael Partnow attended University Of Phoenix, Baruch College, The Wharton School.
What skills is Michael Partnow known for?
Michael Partnow has skills like Customer Service, Strategic Planning, Financial Services, Project Management, Business Analysis, Microsoft Office, Sales, Strategy.
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