Michelle McIntyre
National Business Development Officer
- Role
- National Business Development Officer at Sanctuary Wealth
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Michelle McIntyre
Self-starting financial services executive and leader with a proven and consistent track record of success across a variety of assignments over the last 25 years in the business. Experience has included time in retail, private banking, defined contribution, and asset management. Key Core Competencies- Strong Leadership Skills- Ultra Hight Net Worth Sales and Consulting Experience- Client Relationship Cultivation & Management- Team Leadership, Recruitment & Retention of UHNW Advisors- P&L Management & Revenue Generation- New Business Development & Execution- Due Diligence & Risk Mitigation- Product Marketing
Experience
National Business Development Officer
Mar 2024 — Present · San Francisco, CA, US
Education
Rider University
Business Administration and Management, General
1988 — 1992
The Wharton School
Business Administration, Organizational Leadership
2011 — 2011
Skills
- Wealth Management
- Investments
- Asset Management
- Leadership
- Sales Management
- Financial Services
- Community Engagement
- Philanthropy
- Mutual Funds
- Series 7
- Series 63
- Asset Allocation
- Retirement Planning
- Alternative Investments
- Risk Management
- Investment Advisory
- Hedge Funds
- Wealth Management Services
- High Net Worth Individuals
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.