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BNY Mellon Wealth Management - Tracy C. Nickl
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Tracy C. Nickl
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.