Yvette-Michelle Wynn, Cfp®

Yvette-Michelle Wynn, Cfp® Email and Phone Number

Founder and Principal @ Mount Vernon, NY, US
Mount Vernon, NY, US
Yvette-Michelle Wynn, Cfp®'s Location
Mount Vernon, New York, United States, United States
Yvette-Michelle Wynn, Cfp®'s Contact Details

Yvette-Michelle Wynn, Cfp® work email

Yvette-Michelle Wynn, Cfp® personal email

n/a
About Yvette-Michelle Wynn, Cfp®

Early on, it was very clear to me that I would venture into the finance industry. I am a very focused individual who felt sure of my direction which led to a career in banking and financial services. My parents are retired social workers who instilled a sense of giving back – volunteering has been a constant in my life. Activities with my church and nonprofits have always been of great importance. As Executive Director of Morgan Stanley Private Bank NA, my daily responsibilities embrace a consultative nature (Regional Sales Director,) with private bankers and financial advisors around deposit and lending solutions. • Coach and mentor private bankers• Oversee and inspect sales processes• Source talent and contribute to promotions and evaluations• Diversity and Inclusion steering committeesAs business has evolved and the workplace has changed, I feel it is of utmost importance for companies to pay attention to D&I and fill the voids that exist among emerging leaders. Education is key – and needed – to ensure opportunities for learning and I am passionate about contributing to that goal. My enthusiasm is strong to assist efforts to bringing capital to underserved communities. Empowering a wider variety of voices in the workplace and our communities is energizing for me. My calling is strong to assist efforts that aid toward seeing the unseen.Notable Achievements include• Maker@MorganStanley• Morgan Stanley US Banks Giving Back Sales Award• Cornell University Diversity and Inclusion Certificate• McKinsey and Company courses: Business Fundamentals, Problem Solving, Business Strategies• #IamRemarkable FacilitatorCurrently, I serve on two boards: • Community Capital of New York – Secretary and Loan Committee Community Development Financial Institution (CDFI)• Estate Planning Council of Westchester County Inc. - TreasurerContact me at yvettewynnyvette@gmail.com Aside from work, I enjoy being an active member of Alpha Kappa Alpha Inc. (AKA), hula dancing, figure skating, and tennis.FOCUS: Executive Director, Diversity & Inclusion, Board of Directors, Sales Management, Business Development, Business Strategies, Team Leader, Problem Solver, Servant Leader, Social Justice, Leadership, Thought Leader, Series 7, 63, NYS Life & Health Insurance Licenses

Yvette-Michelle Wynn, Cfp®'s Current Company Details
Sacred Strategies Consulting LLC

Sacred Strategies Consulting Llc

Founder and Principal
Mount Vernon, NY, US
Yvette-Michelle Wynn, Cfp® Work Experience Details
  • Sacred Strategies Consulting Llc
    Founder And Principal
    Sacred Strategies Consulting Llc
    Mount Vernon, Ny, Us
  • Morgan Stanley Private Bank Na
    Executive Director
    Morgan Stanley Private Bank Na May 2010 - Present
    Purchase, Ny
    Consult with Morgan Stanley Wealth Management Financial Advisors to offer banking and lending solutions. Profile client base, identify and analyze business opportunities to generate banking revenue. Develop and present solutions and advise in structuring client transactions or offer constructive alternatives. Develop and implement product marketing strategies with branch and FA teams.
  • United Church Of Christ Board
    Chairman (2019-2021)
    United Church Of Christ Board Jun 2019 - Present
    Cleveland, Ohio, United States
  • Bny Mellon Wealth Management
    Senior Director
    Bny Mellon Wealth Management Jan 2008 - May 2010
    Cultivate new client relationships for HNW clients for BNY Mellon Wealth Management. These new relationships cover investment management, banking services and tax/estate planning.
  • The Bank Of New York Private Bank
    Relationship Manager
    The Bank Of New York Private Bank Oct 2000 - Dec 2007
    Managed high net worth client relationships for the nation's oldest bank. Coordinated servicing of these clients by bringing together portfolio management, trust planning and banking capabilities.Hold Series 7, 63, NYS Life & Health Insurance Licenses
  • The Bank Of New York
    Regional Sales Manager
    The Bank Of New York Apr 1999 - Sep 2000
    Lead sales efforts for network of 20 banking offices in central Westchester County New York.
  • The Bank Of New York
    Branch Manager
    The Bank Of New York Jan 1994 - Apr 1999
    Managed retail banking office team of 15 in Port Chester, NY (Westchester County) specializing in small business loan development and sales of retail investment products for individuals.Completed Strobel Lending Training and Professional Diploma - Credit Analysis NYU School of Continuing Education
  • The Bank Of New York
    Assistant Branch Manager
    The Bank Of New York Jan 1993 - Jun 1994
    Responsible for operations and sales in Port Chester, NY retail banking office.
  • The Bank Of New York
    Management Trainee - Retail
    The Bank Of New York Jul 1992 - Dec 1993
    Successfully completed Retail Management Training Program for premier New York bank.
  • Ids Financial Services
    Personal Financial Planner
    Ids Financial Services Feb 1989 - Jul 1992
    Provided general financial planning services to individuals.

Yvette-Michelle Wynn, Cfp® Skills

Financial Services Services

Yvette-Michelle Wynn, Cfp® Education Details

Frequently Asked Questions about Yvette-Michelle Wynn, Cfp®

What company does Yvette-Michelle Wynn, Cfp® work for?

Yvette-Michelle Wynn, Cfp® works for Sacred Strategies Consulting Llc

What is Yvette-Michelle Wynn, Cfp®'s role at the current company?

Yvette-Michelle Wynn, Cfp®'s current role is Founder and Principal.

What is Yvette-Michelle Wynn, Cfp®'s email address?

Yvette-Michelle Wynn, Cfp®'s email address is y.****@****att.net

What schools did Yvette-Michelle Wynn, Cfp® attend?

Yvette-Michelle Wynn, Cfp® attended New York University, New York University, Fordham University, Pace University, The Town School.

What are some of Yvette-Michelle Wynn, Cfp®'s interests?

Yvette-Michelle Wynn, Cfp® has interest in Figure Skating, Career Opportunities, Job Inquiries, Sorority, Getting Back In Touchtravel, Hula, Getting Back In Touch Travel.

What skills is Yvette-Michelle Wynn, Cfp® known for?

Yvette-Michelle Wynn, Cfp® has skills like Financial Services, Services.

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