Mike Nannini work email
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Mike Nannini personal email
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Want to enter a new market or grow an existing business? I'm an experienced executive with a proven track record of growing businesses, increasing client satisfaction and improving processes at multiple firms. Direct experience aligning an offering to meet the needs of multiple constituents, including complex B2B2C relationships. Extensive expertise transitioning prospects to new clients via multiple channels. I joined UBS in 2016, was promoted twice including to Managing Director in 2023, and have more than 25 years of financial services experience, including roles in strategy, business development, sales management and broad business level responsibilities. I graduated from Stockton University in NJ with a degree in Finance and hold FINRA Series 7, 9 and 10 licenses. Presently, I live in Central NJ with my family./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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Head Of Client Management, Business Development And Industry Engagement - Workplace Wealth ServicesUbs Jan 2020 - Oct 2023Zurich, ChResponsible for Distribution, Client Management and Industry Engagement for UBS Workplace Wealth Services supporting Equity Plan Administration, Financial Wellness, Retirement Plan and Institutional Consulting. Lead all aspects of strategy around client segmentation and experience, business development activities from all sources and our conference/event strategy as well as social media presence for WWS. -
Head Of Corporate Business Development - Equity Plans And Financial WellnessUbs Feb 2018 - Jan 2020Zurich, ChResponsible for sales strategy and execution across Equity Plan Advisory Services and Financial Wellness. We offer solutions to public and private companies designed to deliver unmatched service as well as education and access to advice to all levels of participants/employees.
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Head Of Participant Experience And EducationUbs May 2016 - Feb 2018Zurich, ChResponsible for development and execution of Participant Experience and Education strategy across phone, web and in-person channels for EPAS.
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OwnerFocalpoint Business Performance Of Central Nj Feb 2015 - May 2016Our goal is to be the leading business performance organization in our chosen markets. We provide outstanding content, training and coaching so that our clients realize greater business success, in less time, than they ever thought possible.Who We ServeAny size business that is passionate about and committed to improving their organization.What We Do We specialize in improving the sales, profitability, employee satisfaction and most importantly, client experience for our chosen clients. The combination of our vast experience and FocalPoint business methodology allow us to achieve dramatic, measurable results, and reduce the amount of time invested in achieving them. -
Division Sales Executive, Merrill Edge, Bank Of America Merrill LynchMerrill Lynch Apr 2009 - Mar 2014New York, Ny, Us• Head of 450 Financial Advisor sales organization across multiple locations responsible for platform performance including; direct accountability for $55M annual revenue, $1.5B in new assets to the firm, client satisfaction, client retention and cross-sale of multiple products and services across seven distinct client segments representing 900k clients and $40b of AUM• Led client experience development across multiple strategies including asset based, needs based and dedicated advisor models• Oversaw development and deployment of various referral programs designed to refer existing customers across the enterprise• Led business wide recruiting, sourcing and on boarding strategy resulting in reduced costs and increased associate retention including sales, service and operations associates across three locations• Implemented multiple initiatives to improve advisor morale, experience and overall group culture -
Business Development And Strategy, Director, Merrill EdgeMerrill Lynch Jul 2007 - Apr 2009New York, Ny, Us• Developed and deployed retail retirement reinvestment initiative in partnership with institutional retirement business resulting in growing annual retained rollover clients from 4K to 28K and annual retained assets from $200M to $1.2B over 18 months• Responsible for Bank of America integration and strategy development for business unit• Co-led strategy development and partnership talks with third-party retirement plan record keepers to provide asset retention and advice related services to participants• Co-led plan development and implementation strategy for Financial Advisory Centers proposed direct-to-consumer launch• Promoted to Director January 2009
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Segment Manager, Vice President, Merrill EdgeMerrill Lynch Jul 2005 - Jul 2007New York, Ny, Us• Managed ~50 financial advisors responsible for all aspects of prospect/lead conversion including retirement plan participants, business alliance relationships and internal branch office referrals• Responsible for sales training staff, programs and results across two locations• Accountable for FAC Investment Process, a pre-approved, open architecture investment matrix designed to drive advice suitability and consistency across 400+ financial advisors• Led product management and advice delivery capabilities
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Lead Advisor, Assistant Vice President, Merrill Lynch Financial Advisory CenterMerrill Lynch Jan 2004 - Jul 2007New York, Ny, Us• Manage team of 15 financial advisors responsible for delivering results in all key metrics
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Financial Advisor, Merrill Lynch Financial Advisory CenterMerrill Lynch Apr 2002 - Jan 2004New York, Ny, Us• Establish objectives, set and recommend strategies, implement solutions and review progress with retail client base
Mike Nannini Skills
Mike Nannini Education Details
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Stockton UniversityGeneral
Frequently Asked Questions about Mike Nannini
What is Mike Nannini's role at the current company?
Mike Nannini's current role is Head - Distribution, Client Management and Industry Engagement - Workplace Wealth Solutions at UBS.
What is Mike Nannini's email address?
Mike Nannini's email address is mf****@****hoo.com
What schools did Mike Nannini attend?
Mike Nannini attended Stockton University.
What skills is Mike Nannini known for?
Mike Nannini has skills like Executive Management, Financial Services, Sales Management, Business Development, Client Development, Relationship Management, Sales Process, Manage Client Relationships, Series 7, Uniform Combined State Law, Management, Retirement Planning.
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