Mike Nielsen, MBA, PMP

Inquirer
DISC Type : cd

Financial Solutions Advisor at Merrill Lynch

Hudson, Wisconsin, United States

Overview

Mike is a financial solutions advisor with a background in project management, focusing on risk mitigation and operational optimization for major firms like Wells Fargo and Mayo Clinic. Colleagues describe him as a gifted and confident expert. He holds an MBA from the University of Wisconsin-River Falls and Series 7 and 6 certifications.

His passion for finance was evident early on when he founded the university finance club, an initiative that earned him the Glenn Potts Leadership Award. He also has a keen interest in analyzing market trends, having authored articles on the telecommunications industry.

Unique fact: He has published articles analyzing the business strategies of major telecom companies like AT&T and DirecTV.

Personality Overview

Hard To Convince

ROI Conscious

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They care equally about the product and its potential impact.

Topics They Care About

Financial Risk Mitigation
Managed projects worth up to $2M at Wells Fargo focused on mitigating risk within the corporate credit portfolio, showcasing a core expertise in financial stability.
Operational Efficiency
At Mayo Clinic, he focused on optimizing patient scheduling operations, leading to significant gains in efficiency and improved healthcare delivery.
Financial Markets
His current role as a Financial Solutions Advisor at Merrill Lynch, combined with his publications and founding of a university finance club, shows a deep interest in market dynamics.

Media Appearances

Mike has no verified media appearances

Work History

11-2024
Financial Solutions Advisor at Merrill Lynch
2-2024 - 11-2024
Senior Premier Banker at Wells Fargo
1-2023 - 2-2024
Audit Associate at CBIZ
1-2022 - 10-2022
Associate Project Manager at Mayo Clinic
1-2019 - 1-2022
Project Manager at Wells Fargo

Education

2016 - 2020
Master of Business Administration - MBA from University of Wisconsin-River Falls
2008 - 2013
Bachelor of Science from University of Wisconsin-River Falls

More Information

Social Presence :

Prographics :

Exp : 6 Location : Hudson, Wisconsin, United States Job Level : N/A Designation : Financial Solutions Advisor at Merrill Lynch
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Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Mike

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • Their decision making speed is somewhere in the middle.
  • Can Mike take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Mike

Personality Compatibility


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