Tracy Nickl, Ph.D. Email & Phone Number

Los Angeles, Ca, Us

Thousand Oaks, Ca, Us

Teaching in both the MBA Program and the Undergraduate Program of the School of Management (SOM). Current teaching areas include:-Sales & Sales Management-Branding ( Personal and Corporate)-Global Sports Branding-Marketing Principles -Marketing Research-Advertising and Integrated Marketing Communications-Communication for Managers -Introduction to BusinessFaculty Advisor for the American Marketing Association Student Club and SOM Brand Ambassador Program

Thousand Oaks, Ca, Us

Teaching in both the MBA Program and the Undergraduate Program of the School of Management (SOM). Teaching areas included:-Advertising and Integrated Marketing Communications-Branding ( Corporate & Personal Branding)-Marketing Principles -Communication for Managers Faculty Advisor for the American Marketing Association Student Club and SOM Brand Ambassador Program

Antwerp, Flemish Region, Be

-Consulting in revenue growth strategies, enhancing business development productivity, and sales operational efficiencies| Personal and Corporate Branding| Marketing| and Executive Coaching.-Researching how firms and their employees can harness the intersection and integration of employee and firm brands and networks in social media for brand amplification and commercial gain.

Wilmington, De, Us

Tracy led strategic assessments and partnered with executive leadership to implement client growth plans and drive culture change at premier financial services firm. Tracy's key accomplishments include the following: -Embedded a new sales & relationship engagement model through a common language, process, and coaching program designed and delivered to all client facing individuals (approx 475 employees). -Developed and led a Productivity Coaching Program resulting in YOY revenue increase and + 128% productivity increase. -Launched a wealth innovation lab and leveraged a low cost location/India to quickly advance more Proof of Concepts (POCs). A few key projects include: *Co-innovating with SEI to design/Implement an at risk regression model to accurately predict account closures, reduce attrition, and at risk clients *Implemented a Center of Influence (COI) referral program + tracker dashboard to increase revenue from key external sources, which grew from 8,000 to 14,000 in a year and revenue from $75K to $1M *Built Lead Generation Process: distributed 3,151 leads to the field in 2020*Developed social media plan and personal branding program that increased amplification over 750K and produced a 429% increase in sharing of Wilmington Trust content; presented a paper and results at American Marketing Association Conference (2020) ^Created cross-functional Editorial Board for integrated Social Media, Web, and email content ^Evolved risk, compliance, and legal infrastructure to support prices and growth, acquired social media platform and evolved monitor technology to drive engagement-Served as marketing wealth business partner -Introduced & evolved the recognition programs

New York, Ny, Us

Helping banks, broker dealers, insurance companies, and financial service firms innovate, drive revenue, and reduce expenses. The America’s Sales Team was a value creator that delivered $170M + in revenue annually across all areas of Asset Servicing - a 140% increase. The team also increased the new business pipeline 40% and win/loss ratio 15% by modernizing pricing strategies; implementing a common sales language + process; adding an inside sales and social selling team; implementing lead generation campaigns; creating a data analytics/research team; and building a machine learner/AI to respond to RFPs and improve efficiency and effectiveness, as well as leveraged low cost location/India for sales and relationship management support.

New York, Ny, Us

Led 5 Platinum Client Teams representing $337M in revenue: Franklin Templeton, PIMCO, Schwab, Wells Fargo, and Ameriprise. Managed service, product and technology delivery/strategic partnership with global teams of 1K+ overall members. Increased Revenue by $53M during tenure with high client satisfaction reported in annual survey.

New York, Ny, Us

As head of sales, Tracy's focus was on sales force expansion; implementing best practices on a global basis; and identifying emerging growth opportunities and new distribution channels to strategically position the Wealth Management Group for success. During Tracy’s tenure, the sales team grew from 90 to 130 and a client centric sales and team based selling process was successfully implemented. Efficiency ratios and retention improved, distribution channels were expanded, and sales growth consistently exceeded the targets. A Top Producer Program was launched and the groups average productivity increased 170%. In addition, an innovative new hire program, Fast Start was launched to support the growth strategy and average new hire production increased 106%.

New York, Ny, Us

Tracy oversaw the wealth management development strategies and teams in Century City, Los Angeles, and Newport Beach. The team doubled the new business revenue and developed a number of tools that were leveraged nationally.

San Francisco, California, Us

Tracy was the Director, Family Wealth Group, where she led a multi-functional family office team in Southern California that serviced and supported 28 families with $50M+ net worth. This required bridging many functional areas of Wells Fargo and partnering with key family office staff and advisors in order to support these families’ complex personal and business needs. The team consistently delivered $10M+ in annual new revenue. Prior to this role, Tracy achieved 7 promotions, including:-Vice President, Regional Trust Manager & Investment Manager in LA + Beverly Hills -Vice President, National Product Management - Wealth Management -Vice President, Personal Trust Sales ManagerIn these roles, Tracy increased overall business by 125%+, significantly reduced attrition/risk, and delivered 4 new product lines, 8 new off-shore funds, and +$200M in new AUM. Tracy was also a key team member of the group that developed and delivered the first retail branch licensing program.

Ph.D., Management

Community College Teaching Certificate

Mba, Business

Bachelor Of Science - Bs, Math And Management