Michael Winnick Email & Phone Number

New York, New York, Us

Lead Business Development activities for AdvisorTarget which was acquired by Broadridge in May, 2024.

Lexington, Massachusetts, Us

Helping Asset Managers and Wealth Management companies grow their Advisor distributed businesses through the application of patented technologies and proprietary Advisor Intent and Identification databases.

Boulder, Colorado, Us

Oversaw revenue generation for three of The Tifin Group's portfolio companies: Clout, Positivly and Magnifi. Established go-to-market strategies, hired Advisor Sales teams, developed sales operations processes and led Enterprise sales.

Westlake, Texas, Us

• Responsible for distribution of Schwab Mutual Funds, ETFs and Collective Trusts through Wealth Management and Retirement Channels.• Business raised $31B in net new assets in 2018, #3 in the industry. $230B in AUM.• Focus on distribution off the Schwab platform more than doubled to over $57B in AUM. Net flows grew to 33% of total flows during the period. Annual sales targets achieved.• Wealth Management team grew to ten professionals and retirement team to seven. P&L responsibility including compensation, partnerships and T&E.• Established partnerships with five broker dealers for distribution of Schwab ETFs and three record keepers, two consultants and two broker dealers for retirement distribution.• Led Aspiring Leaders Program (ALP) for 30 emerging Schwab associates.

Seattle, Wa, Us

• Responsible for distribution of Russell Mutual Funds in the US market primarily though Russell Model Portfolios. $43B AUM business delivered $206M in revenue and $138M in operating profit in 2013, 10% and 14% annual increases respectively.• Member of Russell Global Council consisting of 40 global leaders that planned and implemented strategy for Global Index and $275M Investment Management businesses.• Managed team of 97 consisting of business development, account management, sales, product specialists, client service, sales strategy and execution across Broker Dealer, RIA, Retirement & Bank Channels.• Responsible for $18.25M P&L including personnel, T&E and national events.• Pioneered advisor Growth Program practice management strategy that aligned use of Russell Model Portfolios with partners’ and advisors’ fee-based growth objectives.

Seattle, Wa, Us

• Demonstrated success in establishing new partnerships with intermediaries primarily through placement of Model Portfolios on platforms. Quadrupled Russell focus partners.• Managed team of 18 National Account Executives overseeing Russell partnerships in broker dealer, bank, independent and defined contribution channels.• Contributor to multi-manager product development in mutual funds, SMAs and UMAs.

Seattle, Wa, Us

• Created strategy for US intermediary business focused on distributor adoption of Russell Mutual Fund Model Portfolios as their non-proprietary fee-based asset allocation offering.• Responsible for team of 13 individuals overseeing Russell’s $1.5B SMA Program.• Transitioned managed account program to 3rd party, $1.2M annual expense saving.

Windsor, Ct, Us

• Named General Manager of business unit by new owner SS&C Technologies, Inc.• Oversaw integration of business into SS&C support services and day-to-day management of business delivering managed account technology to US financial intermediaries.• Managed team of 25 individuals performing software development, database administration, project management, operations, marketing, sales and service

• Responsible for operation and growth of Turnkey Asset Management Platform (TAMP).• Established and managed client relationships with leading financial services companies in asset management, bank, brokerage and RIA channels.• Managed team of 15 individuals including product management, project management, operations, relationship management, marketing and sales.• Oversaw growth of business to $10.5M annual revenue.• Directed sale of company to SS&C Technologies in conjunction with investment banker.

• Launched FinTech Turney Asset Management Platform (TAMP) with three partners.• Established and oversaw client relationships with leading asset management, bank, broker dealer and RIA intermediaries. Grew assets under management by $2 billion.• Facilitated capital raise with individual investors and investment bankers.

Mba, Finance, Marketing

Ba, Economics, Political Science

High School Diploma