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2017-03-13T00:00:00.000Z

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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

New York City, 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 (535)

Background Information

Employment History

Head of Relationship Development- Americas

BNYMellon Asset Servicing

Director of Family Wealth Group of Southern California

Wells Fargo & Company

Affiliations

Board Member
YMCA

Member
Villa Esperanza Services

Member
The Community Council for Excellence

Board of Trustees
Providence Little Company of Mary Hospital Foundation

Board of Trustees
Rolling Hills Preparatory School

Board Member
Los Angeles Area Chamber of Commerce

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
ProVisors

Advisory Board Member
American Bankers Association

Guild Member
Dance Peninsula Ballet

Education

MBA

bachelor's degree

Simmons College

master of business administration

Boston College

Web References (17 Total References)


Our Board | Ketchum-Downtown YMCA

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Tracy C. Nickl, Executive Director of Sales - BNY Mellon Wealth Management


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.


BNY Mellon Wealth Management

pershing-cib.ibanking-services.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. 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.


"The Conscientious AdvisorSM: A New ...

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"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.

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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 - Tracy C. Nickl

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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.

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