Alexander McKinnis
New York
Summary
Accomplished professional known for strong strategic thinking and effective problem-solving. Experienced in driving revenue and ensuring compliance while nurturing junior staff to enhance team performance. Prepared to contribute to organizational success and client satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Vice President, Group Director
Stifel, Nicolaus & Co., Inc.
New York
03.2016 - Current
- Established new and maintained existing client relationships by cultivating open and positive dialogue, delivering high-quality service and following up after sales close.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
- Maintained long-term, profitable relationships with clients through problem solving, issue resolution and recommendation of new products and services.
- Mentored junior staff, fostering professional development and team cohesion.
- Monitored compliance with industry regulations and company policies to mitigate risk.
- Drove revenue by cultivating successful client relations.
Assistant Vice President, Group Director
Morgan Stanley, Wealth Management
New York
03.2005 - 03.2016
- Played leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
- Oversees the development and implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, which may include performance tracking and managing the support staff's monthly compensation Works with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members
- Support the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience
Education
Bachelor of Arts -
Dickinson College
Carlisle, PASkills
- Client relationship management
- Strategic planning
- Industry compliance
- Revenue growth
- Product recommendations
- Team leadership
Certification
Series 7, Series 63, Series 66
Timeline
Vice President, Group Director
Stifel, Nicolaus & Co., Inc.
03.2016 - Current
Assistant Vice President, Group Director
Morgan Stanley, Wealth Management
03.2005 - 03.2016
Bachelor of Arts -
Dickinson College