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This profile was last updated on 2/6/14  and contains information from public web pages and contributions from the ZoomInfo community.

Executive Director - Sales

Local Address: LA, California, United States
BNY Mellon Company
One Wall Street 21St Floor
New York, New York 10286
United States

Company Description: BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • master of business administration
    Boston College
  • bachelor's degree , mathematics and management
    Simmons College
17 Total References
Web References
BNY Mellon Wealth Management -
www.bnymellonwealthmanagement.com, 28 July 2013 [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.
Our Board | Ketchum-Downtown YMCA
www.ymcala.org, 16 Oct 2013 [cached]
Tracy C. Nickl - BNY Mellon Wealth Management
BNY Mellon Wealth Management - Tracy C. Nickl
www.bnymellonwealthmanagement.com, 28 July 2013 [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
pershing-cib.ibanking-services.com, 25 Nov 2012 [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.
BNY Mellon Wealth Management
pershing-cib.ibanking-services.com, 25 Nov 2012 [cached]
Tracy C. Nickl | View Full Biography | NEXT BNY Mellon Wealth Management TOUR PRIVATE WORKBENCH
...
Tracy C. Nickl
...
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 responsibility.
Prior to her current role, Tracy was the managing director for BNY Mellon Wealth Management where she oversaw the wealth management development strategies and teams in Century City, Los Angeles and Newport Beach. Prior to joining the firm, Tracy was director of Wells Fargo's Family Wealth Group for Southern California, where the team was responsible for developing and servicing clients with $50 Million or more in 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. At Wells Fargo, Tracy also managed the Beverly Hills Trust and Investment Group, the Los Angeles Trust Team and she was the national product manager for the Investment Management & Trust Group.
She received a bachelor's degree in mathematics and management from Simmons College and a master of business administration from Boston College. Tracy is a Certified Trust and Financial Advisor (CTFA).
Tracy serves on the Board of Directors for the Los Angeles Area Chamber of Commerce, as well as the Board of Trustees for Providence Little Company of Mary Hospital Foundation and Rolling Hills Preparatory School. She is also on the Advisory Board for Peace Over Violence (POV). Tracy is a member of the Family Business Roundtable, Planned Giving Committee for Camp Max Straus (Jewish Big Brothers Big Sisters), The Community Council for Excellence, Villa Esperanza Services in Pasadena and the Palos Verdes Woman's Club.
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