Nancy Nelson Mcintosh Email and Phone Number

I manage the lawful gambling (pull-tab) operation for the Wayzata Lions Club, located at the Wayzata Bar & Grill.

Working where I play: outdoors and in the parks. *A shorter tenure than expected when park buildings closed in response to the COVID-19 situation. Looking to get back in the Parks & Rec business soon! (Until then...I'm going fishing!)

Challenged with developing a consistent approach to managing underperforming Financial Advisors (FAs) in their first five years of production in order to improve overall new FA productivity. From a remote branch location, managed a development team in Home Office that included IT, Private Client Group (PCG), Legal, Human Resources and Training and Development.•Developed and implemented program for new FA underperformers for entire firm. Managed program by developing strong relationships… Show more Challenged with developing a consistent approach to managing underperforming Financial Advisors (FAs) in their first five years of production in order to improve overall new FA productivity. From a remote branch location, managed a development team in Home Office that included IT, Private Client Group (PCG), Legal, Human Resources and Training and Development.•Developed and implemented program for new FA underperformers for entire firm. Managed program by developing strong relationships with Regional and Branch Managers and HR Advisors. Changed culture with respect to managing underperformers as the program became a standard corporate policy.•Significantly increased the number of underperforming FAs who entered the program and who were coached into other (internal and external) positions. Overall new FA productivity increased approximately 11% year over year.•Received 2010 Wells Fargo Volunteer Service Award for community service to Wayside House, Inc. Show less

Recruited in January 2007 by A.G. Edwards & Sons, Inc., which merged with Wachovia Securities in May 2007 and was subsequently acquired by Wells Fargo in August 2008. Effectively managed remote coaching program for 750 new FAs annually, incorporating live meetings, in person, phone and email coaching efforts. Charged with coaching FAs and managers, troubleshooting, and reporting results.•Collaboratively developed new 12-week Apprentice program for new FAs after completion of initial… Show more Recruited in January 2007 by A.G. Edwards & Sons, Inc., which merged with Wachovia Securities in May 2007 and was subsequently acquired by Wells Fargo in August 2008. Effectively managed remote coaching program for 750 new FAs annually, incorporating live meetings, in person, phone and email coaching efforts. Charged with coaching FAs and managers, troubleshooting, and reporting results.•Collaboratively developed new 12-week Apprentice program for new FAs after completion of initial 19-week training program.•Autonomously coached new FAs (both stand alone and team FAs) to productivity and retention targets during Apprentice Period.•Partnered in developing pilot ADPA accreditation for Wachovia Securities with the College for Financial Planning. Show less

Responsible for comprehensive program development and implementation for all developing financial advisor (DFA) classes, including departmental P&L. In charge of day-to-day management of an average of 30 new FA hires per quarter throughout the U.S. Training classes were held primarily in Minneapolis and supported remotely via conference call. Responsible for Managed the DFA training and compensation programs through the spin-off from U.S. Bancorp to independent Piper Jaffray.•Developed… Show more Responsible for comprehensive program development and implementation for all developing financial advisor (DFA) classes, including departmental P&L. In charge of day-to-day management of an average of 30 new FA hires per quarter throughout the U.S. Training classes were held primarily in Minneapolis and supported remotely via conference call. Responsible for Managed the DFA training and compensation programs through the spin-off from U.S. Bancorp to independent Piper Jaffray.•Developed and directed training programs (curriculum, ongoing coaching and follow up training) for Developing Financial Advisors (DFA.)•Developed, implemented and oversaw DFA compensation programs: revamped existing compensation structure, ran two simultaneous compensation programs, reviewed and approved quarterly bonuses and approved exceptions.•Managed and executed all DFA contracts.•Managed all DFA programs throughout merger with UBS and beyond.•Developed the Certified Financial Planner (CFP®) program for Piper. Evaluated FA candidates, oversaw the six month intensive program and had a 95% pass rate. Show less

•Designed new broker training curriculum and program for John G. Kinnard & Co. (no previous programs in place).•Designed and implemented process for interview, recruitment, hiring and licensing broker trainees.•Developed programs designed to improve productivity for established advisors, in addition to using other professional vendors and programs.•Implemented Firm Element Continuing Education program, based on annual criteria and requirements. 100% compliance.•Obtained the… Show more •Designed new broker training curriculum and program for John G. Kinnard & Co. (no previous programs in place).•Designed and implemented process for interview, recruitment, hiring and licensing broker trainees.•Developed programs designed to improve productivity for established advisors, in addition to using other professional vendors and programs.•Implemented Firm Element Continuing Education program, based on annual criteria and requirements. 100% compliance.•Obtained the Series 24 license which allowed supervisory and management responsibilities in Minneapolis branch office.•Oversaw all training programs through Kinnard's merger with Miller Johnson and RJ Steichen in 2000. Show less

Oversaw development and implementation of trainee / new broker program; established programs for experienced advisors and managed vendor relationships. Managed training and development function during acquisition by U.S. Bancorp.•Developed training program for new hire brokers including registration process, program curriculum and classroom teaching and management for first year of production. Initial Minneapolis classroom session was three weeks long.•Independently oversaw training… Show more Oversaw development and implementation of trainee / new broker program; established programs for experienced advisors and managed vendor relationships. Managed training and development function during acquisition by U.S. Bancorp.•Developed training program for new hire brokers including registration process, program curriculum and classroom teaching and management for first year of production. Initial Minneapolis classroom session was three weeks long.•Independently oversaw training program for new hire trainees, teaching quarterly classes that ran three weeks in length. Quarterly classes averaged 30 trainees and focus included products and services, business development and selling skills.•Increased Series 7 pass rate to 98%.•Developed Top Gun program for high achieving advisors in order for them to reach higher levels of production. Increased productivity by 25% year over year.•Developed and implemented annual Firm Element Continuing Education requirements. This was a new NASD requirement and required extensive development and education for the field.•Managed training programs through acquisition by U.S. Bancorp; trained large scale classes of U.S. Bancorp bank brokers to brokerage industry standards as they joined the new subsidiary U.S. Bancorp Piper Jaffray. Show less