Nicole Annunziata
Principal, Global Wealth Solutions @KKR
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WORK HISTORY
Principal, Global Wealth Solutions @KKR
New York, NY, US
Contribute to annual fundraising efforts by identifying distribution trends and shaping market-specific strategies for leadership and coverage teams- Advise 25+ relationship managers across Wirehouse and Broker-Dealer channels on sales targeting, prospect analysis, and market strategy to support multi-billion-dollar fundraising efforts- Support new product launches across distribution channels by developing prospecting and cross-sell target lists for relationship managers to drive sales execution- Develop and synthesize monthly sales and market intelligence to inform senior leadership decision-making on channel strategy, product positioning, and growth opportunities.
EDUCATION
SMU Cox School of Business
Master of Science - MS, Business Analytics
SMU Cox School of Business
Bachelor of Business Administration (B.B.A.), Finance
MIT Sloan School of Management
MIT Sloan, Artificial Intelligence: Implications for Business Strategy
MIT Sloan School of Management
MIT Sloan, Blockchain Technologies: Innovation and Application
ABOUT NICOLE ANNUNZIATA
As Principal of Global Wealth Solutions at KKR, I contribute to strategic fundraising efforts by shaping market-specific strategies, advising relationship managers across Wirehouse and Broker-Dealer channels, and supporting multi-billion-dollar fundraising initiatives. My work focuses on driving sales execution through targeted prospecting, cross-sell strategies, and the development of market intelligence to guide leadership decision-making on channel strategies and growth opportunities. I hold both a Master of Science in Business Analytics and a Bachelor of Business Administration in Finance from Southern Methodist University’s Cox School of Business. My skills in alternative investments, business development, and corporate strategy are complemented by certifications from FINRA, including Series 7, 63, and 69 enabling me to deliver actionable insights and foster strategic growth in the financial sector.
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