Michael Wolff Email and Phone Number
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Michael Wolff personal email
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Michael Wolff phone numbers
For over 20 years I have enjoyed strategizing, developing and launching innovative B2B and B2C digital solutions in fast growth startup companies and well-regarded industry leaders. I strive for rapid product success by leveraging iterative, agile software development practices and lean startup methodologies. BUSINESS RESULTS• Built and led high-powered product organization that successfully delivered innovative digital wealth management platform and portfolio of products with over $20M in annual revenue• Led transformation to SaaS business model resulting in over $2M in annual reoccurring revenue with annual growth of 20%• Defined and delivered next generation cloud-based automated digital investing platform resulting in sales to over 50 firms with over $16B in AUM• Landed several high-profile enterprise deals worth over $2M in annual revenue and $1.5B in AUM• Launched goal-based wealth management platform to network of 16,000 financial advisorsI am proud to build and mentor innovative, highly productive cross-functional business and technical teams. I am passionate about cultivating strong horizontal, vertical and external relationships to create alignment for business success. My executive colleagues appreciate my strength in designing and executing data-driven business, marketing and product strategies that get solid results. To achieve aggressive company goals I focus on business value assessment, deep insights into market and customer needs, compelling product value propositions, savvy product positioning and aggressive adoption strategies. I am driven to be a caring husband and father to my two talented young daughters. I enjoy extensive travel, sports, and the outdoors.KEY COMPETENCIES• Digital Transformation and Product Management• Product Strategy, Roadmaps, KPIs• B2B, B2B2C, and B2C SaaS Solutions• Cloud Platforms and APIs• Web and Mobile Applications• Data-Driven Decision Making• Lean Product Development, Design Thinking, and Agile Methodologies• Product Marketing/Go-To-Market Strategies • Digital Marketing
Self-Employed
View- Website:
- troweprice.com
- Employees:
- 10781
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Independent Consultant | Ai And Fintech InnovationSelf-EmployedMoraga, Ca, Us
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Offer Management Director, Retiree Inc.T. Rowe Price Nov 2023 - PresentSan Francisco Bay AreaLead strategy and evolution of technology roadmap for Retiree Inc. portfolio of solutions. Manage life cycle for portfolio of complex retirement income products and value-add offers that maximize engagement and deliver differentiated service to the client(s) across multiple business units. Develop strategy for products and offers in collaboration with business and functional leaders. Drive technology and product innovation for pre-retirees and retirees across distribution channels. The Retiree Inc. portfolio supports the firm’s broad education and advice efforts intended to optimize retirement planning outcomes for our clients
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Executive Director, Digital Products And PlatformsMorgan Stanley Aug 2016 - Nov 2023San Francisco Bay Area• Launched innovative, proprietary goal-based wealth management platform to Morgan Stanley’s network of 16,000 financial advisors• Designed cutting-edge hybrid digital advice service targeting mass affluent customers combining collaborative digital experience with remote team of experienced financial advisors • Built and managed cross-functional team of product owners, business analysts, UX designers, operations specialists, and field engagement reps developing digital advice tools and solutions -
Head Of ProductTrizic, Inc. Jun 2015 - Aug 2016San Francisco Bay Area• Defined and delivered next generation cloud-based automated digital investing platform resulting in sales to over 50 firms with over $16B in AUM• Landed several high-profile enterprise deals worth over $2M in annual revenue and $1.5B in AUM• Built and scaled up product, sales, marketing, customer success, and operations teams and processes to meet customer demand and company needs -
Vp, Product ManagementAdvisor Software Jan 2010 - Jun 2015Walnut Creek, Ca• Built and led high-powered product organization that successfully delivered innovative digital wealth management platform and portfolio of products with over $20M in annual revenue• Led SaaS transformation and launched ASI’s Platform as a Service business model resulting in over $2M in annual reoccurring revenue with 20% annual growth -
Senior Product ManagerAdvisor Software Oct 2006 - Jan 2010Lafayette, Ca• Launched ASI’s Goal-Based Wealth Management platform to over 50 firms garnering multi-million dollar enterprise deals with several large financial services institutions• Successfully led major client implementation projects for Citigroup, Russell, Everbank, BGI, StateStreet, Sharebuilder, MFinancial, Vanguard, and First Federal Bank
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Senior Marketing ManagerIntuit, Inc. Aug 2005 - Oct 2006Mountain View, Ca• Directed sales and marketing efforts for cloud-based portfolio accounting solution for investment advisory firms resulting in over $1M in revenue in first year • Developed and implemented comprehensive go-to-market strategy focused on driving brand awareness and rapid adoption resulting in 2K leads, 200 clients, 20% marketing ROI in first 6 months -
Senior Product ManagerAdvisor Software Oct 2002 - Aug 2005Lafayette, Ca• Successfully rolled out innovative web-based asset allocation proposal tool for Barclay’s Global Investors (BGI) servicing over 20,000 advisors through BGI’s advisor services web site and resulting in over $2M annual recurring revenue• Developed and launched flagship Client Acquisition Platform achieving over $10MM in annual sales• Designed ASI’s Portfolio Rebalancing Solution and landed first enterprise deal with TD Ameritrade worth over $6MM in lifetime revenue
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Senior Engagement ManagerIntershop Communications Oct 1999 - Jul 2002San Francisco, CaManaged large-scale B2B/B2C ecommerce implementation projects for key enterprise clients across multiple industries generating over $1M annually in professional services revenue -
Director Of TrainingIntershop Communications Apr 1997 - Oct 1999San Francisco, CaLaunched training organization for extensive community of enterprise customers and partners achieving profitability in less than 2 years
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Sales And Support EngineerIntershop Communications Sep 1996 - Apr 1997Burlingame, CaAchieved $1M in sales for first year as company's only sales engineer
Michael Wolff Skills
Michael Wolff Education Details
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Data Science: Bridging Principles And Practice -
Business/Managerial Economics
Frequently Asked Questions about Michael Wolff
What company does Michael Wolff work for?
Michael Wolff works for Self-Employed
What is Michael Wolff's role at the current company?
Michael Wolff's current role is Independent Consultant | AI and Fintech Innovation.
What is Michael Wolff's email address?
Michael Wolff's email address is mw****@****ail.com
What is Michael Wolff's direct phone number?
Michael Wolff's direct phone number is +192587*****
What schools did Michael Wolff attend?
Michael Wolff attended University Of California, Berkeley, Haas School Of Business, Uc Santa Barbara.
What are some of Michael Wolff's interests?
Michael Wolff has interest in Real Estate And Stock Investing, Skiing, Soccer, Basketball, Reading, Music, Ping Pong, Baseball/softball.
What skills is Michael Wolff known for?
Michael Wolff has skills like Product Management, Saas, Strategic Partnerships, Strategy, Enterprise Software, Cloud Computing, E Commerce, Start Ups, Agile Methodologies, Product Marketing, Business Analysis, Business Development.
Who are Michael Wolff's colleagues?
Michael Wolff's colleagues are Christian Mears, Miles Griggs, Cfp®, Crpc®, Anne-Marie Wood, Csm, Hendrick Well, Karen Li, Joel V, Harry Traylor.
Not the Michael Wolff you were looking for?
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Michael Wolff
Northport, Ny5northwell.edu, binghamton.edu, yahoo.com, yahoo.com, aol.com6 +163137XXXXX
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Michael Wolff
Internal Controls Specialist/Owner At Michael Wolff Advisory ServicesMechanicville, Ny3cheerful.com, netscape.net, nycap.rr.com7 +151861XXXXX
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5pac-oak.com, kbs-cmg.com, gmail.com, pacificoakcmg.com, 1031capitalsolutions.com3 +171442XXXXX
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Michael Wolff
Doylestown, Pa3gmail.com, pemnet.com, tinicum.com3 +121244XXXXX
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