Mike Hannah
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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
Location: San Diego, California, United States 8 work roles 2 schools
1 work email found @assetmark.com 8 phones found area 858, 760, 201, 203, and 631 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 8 phones

Work email m****@assetmark.com
Direct phone (858) ***-****
LinkedIn Profile matched
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Current company
Cetera Financial Group
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
501 employees

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 company 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.

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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
Cetera Financial Group
Executive Leadership | Mergers & Acquisitions (M&A) | Business Transitions | M&A Post-Transaction Integrations | Program Management | Customer Experience | Servant Leader
El Segundo, CA
Website
cetera.com
Employees
501
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Company profile
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8 roles · 29 years

Mike Hannah work experience

A career timeline built from the work history available for this profile.

Managing Director, Head Of M&A Integrations

Current
Cetera Financial Group

San Diego, CA, US

Nov 2022 - Present

Vice President, Head Of Digital Product Delivery

Assetmark

Concord, California, US

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

Lpl Financial

San Diego, CA, US

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.

2018 - 2021 ~3 yrs

Executive Vice President - Chief Of Staff, Risk Management & Compliance At Lpl Financial

Lpl Financial

San Diego, CA, US

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.

2014 - 2018 ~4 yrs

Senior Vice President - Customer Service Center

Lpl Financial

San Diego, CA, US

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.

2010 - 2014 ~4 yrs

Vice President - Service, Trading & Operations

Lpl Financial

San Diego, CA, US

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

Bank Of New York Mellon

New York, NY, US

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

Jpmorgan Chase

New York, NY, US

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.

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 →

SC Steven Carpio Steven Carpio Colleague at Cetera Financial Group Aurora, Colorado, United States, United States View → MP Megan Primrose Megan Primrose Colleague at Cetera Financial Group Ankeny, Iowa, United States, United States View → GA Greg Avans Greg Avans Colleague at Cetera Financial Group San Diego, California, United States, United States View → CM Claire Maurer Claire Maurer Colleague at Cetera Financial Group San Diego, California, United States, United States View → DN David Neill David Neill Colleague at Cetera Financial Group Fairhope, Alabama, United States, United States View → SS Shane Svoboda Shane Svoboda Colleague at Cetera Financial Group San Diego County, California, United States, United States View → KD Kaitlyn Dobbins Kaitlyn Dobbins Colleague at Cetera Financial Group San Diego County, California, United States, United States View → TG Tyler Green, Cfa Tyler Green, Cfa Colleague at Cetera Financial Group Scottsdale, Arizona, United States, United States View → GN Giang Nguyen Giang Nguyen Colleague at Cetera Financial Group Torrance, California, United States, United States View → TK Troy Killion Troy Killion Colleague at Cetera Financial Group Des Moines, Iowa, United States, United States View →
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 Steven Carpio, Megan Primrose, Greg Avans, Claire Maurer, and David Neill.

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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