UBS Financial Services Inc.
Mike Nannini is Head of Corporate Client Management with UBS Workplace Wealth Services, responsible for Client Relationship Management, Market Engagement and Business Development across Equity Plans, Financial Wellness and Retirement Services offerings. Mike's goal is to collaborate with existing and potential clients, understand what's important to them and align appropriate solutions. This is achieved by following a disciplined, partner-based approach focused on discovering corporate and stakeholder level goals, defining success and charting a path forward. Plan participants display similar needs: to understand what they have, anticipate the future, establish an action plan and adjust as circumstances change. Corporations have many different reasons for leveraging UBS's services across Retirement, Equity and Financial Wellness. Mike's 20+ years of experience in working with corporate clients in various roles and across different business areas allow him to truly understand their motivations and customize solutions accordingly.
Mike joined UBS in 2016 and has more than 20 years of financial services experience, including roles in strategy, relationship management, business development, sales management and broad business level responsibilities.
Mike graduated from Stockton University in NJ with a degree in Finance and holds FINRA Series 7, 9 and 10 licenses. He lives in Wall, NJ with his wife Melissa, two sons, Anthony and Nick, and step-son, Gavin.