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This profile was last updated on 5/25/15  and contains information from public web pages and contributions from the ZoomInfo community.

Global Client Management

Phone: (310) ***-****  
Email: t***@***.com
Local Address:  Los Angeles , California , United States
BNY Mellon Asset Management Limited
160 Queen Victoria Street
London EC4V 4LA
United Kingdom

Company Description: BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets. The company is a leading provider of...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • MBA
  • bachelor's degree
    Simmons College
  • master of business administration
    Boston College
27 Total References
Web References
Our Board | Ketchum-Downtown YMCA
www.ymcala.org [cached]
Tracy C. Nickl - BNY Mellon Wealth Management
BNY Mellon Wealth Management - Tracy C. Nickl
www.bnymellonwealthmanagement.com [cached]
Tracy C. Nickl | View Full Biography | NEXT BNY Mellon Wealth Management - Tracy C. Nickl TOUR PRIVATE WORKBENCH HELP |
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Tracy C. Nickl
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Tracy C. Nickl
Executive Director - Sales
Tracy Nickl is the executive director of sales for BNY Mellon Wealth Management. As the head of sales, her focus is on sales force expansion; implementing best practices on a global basis; identifying emerging growth opportunities and new distribution channels; and leveraging both internal and external resources to strategically position the Wealth Management group for success.
Prior to her current role, Tracy was the managing director in Southern California, where she oversaw the wealth management development strategies and teams in Century City, Los Angeles and Newport Beach. Prior to joining BNY Mellon, Tracy was director of Wells Fargo's Family Wealth Group of Southern California, where she was responsible for developing and servicing clients with $50 million or more in net worth. Over her 30 year career she has held a variety of sales and management roles at such companies as Northern Trust, Bausch & Lomb, and Blue Cross Blue Shield of Massachusetts.
She earned a bachelor's degree in mathematics and management from Simmons College and a master of business administration from Boston College and is a Certified Trust and Financial Advisor (CTFA).
Tracy serves on the Board of Trustees for Providence Little Company of Mary Hospital Foundation. She is also on the Board of Managers for the Ketchum Downtown YMCA. Tracy is a Guild Member for Dance Peninsula Ballet. She is also a member of The Community Council for Excellence, Villa Esperanza Services in Pasadena, as well as a member of the Palos Verdes Women's Club.
BNY Mellon Wealth Management -
www.bnymellonwealthmanagement.com [cached]
Tracy C. Nickl Executive Director - Sales
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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.
"The Conscientious AdvisorSM: A New ...
bnymellon.mediaroom.com [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:
...
Just as importantly, Nickl adds, firms must do their part to support their advisors with a conscientious platform that promotes and rewards conscientiousness through:
"The Conscientious AdvisorSM: A New ...
bnymellon.mediaroom.com [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:
...
Just as importantly, Nickl adds, firms must do their part to support their advisors with a conscientious platform that promotes and rewards conscientiousness through:
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