Managing Director, Head Of M&A Integrations
Current
Nov 2022 - Present
AeroLeads people directory · profile
Mike Hannah Email & Phone Number
Executive Leadership | Mergers & Acquisitions (M&A) | Business Transitions | M&A Post-Transaction Integrations | Program Management | Customer Experience | Servant Leader
at
Cetera Financial Group
1 work email found
@assetmark.com
8 phones found area 858, 760, 201, 203, and 631
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Leadership | Mergers & Acquisitions (M&A) | Business Transitions | M&A Post-Transaction Integrations | Program Management | Customer Experience | Servant Leader
Location
San Diego, California, United States
Company size
Who is Mike Hannah? Overview
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Quick answer
Mike Hannah is listed as Executive Leadership | Mergers & Acquisitions (M&A) | Business Transitions | M&A Post-Transaction Integrations | Program Management | Customer Experience | Servant Leader at Cetera Financial Group, a with 501 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at assetmark.com, phone signal with area code 858, 760, 201, 203, 631, and a matched LinkedIn profile for Mike Hannah.
Mike Hannah previously worked as Managing Director, Head of M&A Integrations at Cetera Financial Group and Vice President, Head of Digital Product Delivery at Assetmark. Mike Hannah holds Mba, Finance from Fordham Gabelli School Of Business.
Company email context
Email format at Cetera Financial Group
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{first}.{last}@assetmark.com
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AeroLeads found 1 current-domain work email signal for Mike Hannah. Compare company email patterns before reaching out.
Profile bio
About Mike Hannah
Accomplished Business Executive & Leader with 25+ extensive experience and progressive responsibility in designing, scaling and improving organizations. Results-oriented and customer-focused leader with extensive general management experience with proven success in delivering transformational change that achieves strategic, operational and financial goals.
Listed skills include Financial Services, Leadership, Management, Securities, and 29 others.
Current workplace
Mike Hannah's current company
Company context helps verify the profile and gives searchers a useful next step.
Cetera Financial Group
8 roles · 30 years
Mike Hannah work experience
A career timeline built from the work history available for this profile.
Vice President, Head Of Digital Product Delivery
Accelerated growth of AssetMark’s digital product portfolio by moving team from Waterfall to Agile, bringing in industry best practices, and reorganizing the product team. Responsible for digital product strategies, UX and UI design, roadmaps, customer personas, KPIs, and positioning.
Jun 2021 - Nov 2022
Executive Vice President - Head Of Customer Experience
Designed and deployed new cross-functional organization (grew to 32 staff) responsible for company-wide transformation to improve customer experiences for LPL financial advisors and their clients. -Improved Net Promoter Scores (NPS) by 62 points and surpassed B2B industry benchmark by 2X, which led directly to record organic growth (as measured by advisor recruiting, retention and same-store sales).-Developed end-to-end Voice of Customer (VOC) feedback program that optimized customer journey experiences at scale by using quantitative and qualitative insights to continuously identify actionable insights that improve products, services, tools, and policies.-Transitioned CX PMO to Agile Scrum teams, resulting in improved on-time delivery by 30% and reduced time to market by 40%.-Implemented key CX transformation initiatives to advance customer-centric culture - customer journey mapping, CX playbooks, and industry-leading Medallia CX platform.
2018 - 2021
~3 yrs
Executive Vice President - Chief Of Staff, Risk Management & Compliance At Lpl Financial
Chief of Staff to the Chief Legal and Risk Officer responsible for Business Planning and Operations which included overseeing a wide-range of functions including strategic planning, project management, process improvement, customer experience, outsourcing, and budget management for an 800 employee division. Direct oversight of the PMO, business continuity and advertising compliance functions including the supervision of marketing communications for 17,000 independent advisors and institutions.
2014 - 2018
~4 yrs
Senior Vice President - Customer Service Center
Led a 300 employee customer service organization responsible for delivering best in class service to existing financial advisors and for transitioning new financial advisors and institutions to LPL. Led a firm-wide company transformation to redesign the service model to a segmented, team-based approach resulting in improved customer satisfaction (as measured by NPS), first contact resolution (10%), phone transfer rate (15%) and employee engagement (15%).
2010 - 2014
~4 yrs
Vice President - Service, Trading & Operations
Led various teams responsible for business strategy, project management, and broker-dealer conversions across the Service, Trading and Operations organization.
2007 - 2010
~3 yrs
Vice President - Web Banking Product Management
Worked in the Private Bank and Asset Management organization in the Product Management division serving high-net-worth customers. Responsible for identifying and expanding banking and digital product channels.
2000 - 2007
~7 yrs
Assistant Vice President
Recruited to complete 12-month Future Leaders training program (earned Top Future Leader award). - Led team of business and technology staff to develop business requirements for the delivery of company’s first online brokerage website. - Managed project implementation of secure e-mail to customer service centers of Brown & Company, former subsidiary of J.P. Morgan.
1997 - 2000
~3 yrs
Team & coworkers
Colleagues at Cetera Financial Group
Other employees you can reach at cetera.com. View company contacts for 501 employees →
AR
Andrew Rzotkiewicz
Colleague at Cetera Financial GroupSchaumburg, Illinois, United States
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Lisa Elorriaga
Colleague at Cetera Financial GroupBurnsville, Minnesota, United States
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WP
Whitney Pruett
Colleague at Cetera Financial GroupCharlotte Metro, United States
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EK
Erin Krohn
Colleague at Cetera Financial GroupWest Des Moines, Iowa, United States
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TR
Todd Rosser
Colleague at Cetera Financial GroupEl Segundo, California, United States
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BT
Brad Thomas
Colleague at Cetera Financial GroupSouthfield, Michigan, United States
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DC
Daisy Cervantes
Colleague at Cetera Financial GroupLos Angeles, California, United States
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AL
Arvin Liwanag
Colleague at Cetera Financial GroupLos Angeles Metropolitan Area, United States
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SM
Stephen Massengale Cscp®
Colleague at Cetera Financial GroupBirmingham, Alabama, United States
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JM
Jen Miezejeski
Colleague at Cetera Financial GroupAttleboro, Massachusetts, United States
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Andrew Rzotkiewicz
Colleague at Cetera Financial GroupSchaumburg, Illinois, United States
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LE
Lisa Elorriaga
Colleague at Cetera Financial GroupBurnsville, Minnesota, United States
View →
WP
Whitney Pruett
Colleague at Cetera Financial GroupCharlotte Metro, United States
View →
EK
Erin Krohn
Colleague at Cetera Financial GroupWest Des Moines, Iowa, United States
View →
TR
Todd Rosser
Colleague at Cetera Financial GroupEl Segundo, California, United States
View →
BT
Brad Thomas
Colleague at Cetera Financial GroupSouthfield, Michigan, United States
View →
DC
Daisy Cervantes
Colleague at Cetera Financial GroupLos Angeles, California, United States
View →
AL
Arvin Liwanag
Colleague at Cetera Financial GroupLos Angeles Metropolitan Area, United States
View →
SM
Stephen Massengale Cscp®
Colleague at Cetera Financial GroupBirmingham, Alabama, United States
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JM
Jen Miezejeski
Colleague at Cetera Financial GroupAttleboro, Massachusetts, United States
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2 education records
Mike Hannah education
Mba, Finance
Fordham Gabelli School Of Business
Bachelor Of Science, Marketing
Marist College
FAQ
Frequently asked questions about Mike Hannah
Quick answers generated from the profile data available on this page.
What company does Mike Hannah work for?
Mike Hannah works for Cetera Financial Group.
What is Mike Hannah's role at Cetera Financial Group?
Mike Hannah is listed as Executive Leadership | Mergers & Acquisitions (M&A) | Business Transitions | M&A Post-Transaction Integrations | Program Management | Customer Experience | Servant Leader at Cetera Financial Group.
What is Mike Hannah's email address?
AeroLeads has found 1 work email signal at @assetmark.com for Mike Hannah at Cetera Financial Group.
What is Mike Hannah's phone number?
AeroLeads has found 8 phone signal(s) with area code 858, 760, 201, 203, 631 for Mike Hannah at Cetera Financial Group.
Where is Mike Hannah based?
Mike Hannah is based in San Diego, California, United States while working with Cetera Financial Group.
What companies has Mike Hannah worked for?
Mike Hannah has worked for Cetera Financial Group, Assetmark, Lpl Financial, Bank Of New York Mellon, and Jpmorgan Chase.
Who are Mike Hannah's colleagues at Cetera Financial Group?
Mike Hannah's colleagues at Cetera Financial Group include Andrew Rzotkiewicz, Lisa Elorriaga, Whitney Pruett, Erin Krohn, and Todd Rosser.
How can I contact Mike Hannah?
You can use AeroLeads to view verified contact signals for Mike Hannah at Cetera Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Mike Hannah attend?
Mike Hannah holds Mba, Finance from Fordham Gabelli School Of Business.
What skills is Mike Hannah known for?
Mike Hannah is listed with skills including Financial Services, Leadership, Management, Securities, Risk Management, Mutual Funds, Project Management, and Portfolio Management.
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