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Tracy C. Nickl

Executive Director of Sales

BNY Mellon Wealth Management

HQ Phone: (212) 922-4557

Email: t***@***.com

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BNY Mellon Wealth Management

200 Park Avenue, 54th Floor

New York, New York 10166

United States

Company Description

BNY Mellon Wealth Management is among the nation's leading wealth managers, with more than two centuries of experience in providing services to clients, who today, include financially successful individuals and families, their family offices and business ... more

Find other employees at this company (802)

Background Information

Employment History

Director of Family Wealth Group of Southern California

Wells Fargo & Company


Board Member

Board Member

Board of Trustees
Providence Little Company of Mary Hospital Foundation

Villa Esperanza Services

Guild Member
Dance Peninsula Ballet

The Community Council for Excellence

Board Member
Los Angeles Area Chamber of Commerce

Board of Trustees
Rolling Hills Preparatory School

Advisory Board
Peace Over Violence

Member of the Family Business Roundtable, Planned Giving Committee for Camp Max Straus, The Community Council for Excellence
Palos Verdes Woman's Club

Financial Advisor, Wealth Management

Advisory Board Member
American Bankers Association

Board of Managers
Ketchum Downtown YMCA



bachelor's degree

Simmons College

master of business administration

Boston College

Web References (27 Total References)

Our Board | Ketchum-Downtown YMCA [cached]

Tracy C. Nickl - BNY Mellon Wealth Management

"The Conscientious AdvisorSM: A New ... [cached]

"The Conscientious AdvisorSM: A New Paradigm in Wealth Management Sales" co-written by Tracy Nickl, Executive Director of Sales for BNY Mellon Wealth Management and Jennie Hollmann, PhD. of Caliper Management, asserts that today's successful advisor must be more methodical and conscientious when dealing with clients and prospects.

Our paper offers some insights into what Conscientious Advisors-and their companies-must do to better serve these clients," said Nickl.
In addition to retaining and winning new business, companies that adopt the Conscientious Advisor/Conscientious Platform model stand to benefit in other ways. "BNY Mellon adopted the Conscientious Advisor model in early 2010 and by the end of 2012 our sales force turnover dropped by 50 percent and the average new business revenue for a sales director had jumped by nearly 20 percent," said Nickl.
Nickl contends that a Conscientious Advisor shows:
Commitment: Cares about clients and focuses on empathy, listening, over-preparing for every client interaction Collaboration: As part of a team over-prepares for each meeting and offers holistic solutions, not product Credibility: Asks the right questions, exhibits professionalism and transparency that reinforce one's personal brand Consistency: Follows repeatable processes, executes flawlessly, always follows up and always follows through Just as importantly, Nickl adds, firms must do their part to support their advisors with a conscientious platform that promotes and rewards conscientiousness through:

BNY Mellon Wealth Management - [cached]

Tracy C. Nickl Executive Director - Sales

Tracy C. Nickl Executive Director - Sales
Tracy Nickl is executive director of sales for BNY Mellon Wealth Management. In this role, she has primary responsibility to achieve our sales goals.

BNY Mellon Wealth Management [cached]

Tracy C. Nickl Executive Director - Sales

Tracy C. Nickl Executive Director - Sales
Tracy Nickl is executive director of sales for BNY Mellon Wealth Management. In this role she has primary responsibility to achieve our sales goals. Her focus is on implementing best practices on a national level; identifying emerging growth opportunities; and leveraging both internal and external resources. She works closely with our regional presidents, sales managers and other business groups who share this responsibly.

Staff [cached]

Tracy Nickl National Sales Manager, BNY Mellon Wealth Management

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