Michael Winnick Email & Phone Number
Vice President of Business Development @ Broadridge
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Michael Winnick Location
- California, United States
Michael Winnick Work
- 2024 -now Vice President of Business Development @
- 2021 -2024 President @
- 2020 -2021 Chief Revenue Officer (CRO) @
- 2015 -2019 Head of Institutional and Intermediary Sales @
- 2010 -2015 Managing Director US Sales and Partnerships @
- 2006 -2010 Managing Director, Business Development and National Accounts @
- 2004 -2006 Director, Business Development and Managed Account Strategies @
- 2004 -2004 General Manager, Investment Advisory Network @
- 1999 -2004 Founder, Chief Operating Officer @ Investment Advisory Network, LLC
- 1994 -1999 Founder, Senior Vice President, Business Development @ Investment Advisory Network, LLC
Michael Winnick Education
- Yale School of Management
MBA (Finance, Marketing)
1991-1993 - Colgate University
BA (Economics, Political Science)
1984-1988 - Culver Academies
High School Diploma
1984
Michael Winnick Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- CRM
- Business Development
- Hedge Funds
- ETFs
- Investment Advisory
- Investment Management
- Investments
- Investment Strategies
- Management
- Mutual Funds
- New Business Development
- Portfolio Management
- Series 24
- Series 7
- Strategy
- Wealth Management
- Marketing
- Sales Management
- Customer Service
- Microsoft Excel
- Project Management
Michael Winnick Summary
- Michael Winnick, based in California, United States, is currently a Vice President of Business Development at Broadridge. Michael Winnick brings experience from previous roles at AdvisorTarget, THE TIFIN GROUP, Charles Schwab and Russell Investments. Michael Winnick holds a 1991 - 1993 MBA in Finance, Marketing @ Yale School of Management. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking and more. Michael Winnick has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Broadridge Employees
Ian Woolley
CFO, Investor Communications Solutions
New York, NY, US
Lejla Sehic
Chief Operating Officer, Fiduciary Governance Solutions
Pittsburgh, PA, US
Thomas Burke
President, Tax Services
New York, NY, US
Tim Gokey
Chief Executive Officer
New York, NY, US
Christoph Stehmann
President, Broadridge Customer Communications
New York, NY, US
Swatika Rajaram
President, Bank and Broker-Dealer Solutions
New York, NY, US
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