Mike Nielsen, MBA, PMP in

Mike Nielsen, MBA, PMP

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Financial Solutions Advisor at Merrill Lynch
📍 Hudson, Wisconsin, United States

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.

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Experience
6 Years
Current Role
Financial Solutions Advisor
Location
Hudson, Wisconsin, United States
Personality Overview

How Mike shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mike cares 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.
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Career

Work history

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

Media appearances

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Education
2016 - 2020
Master of Business Administration - MBA
University of Wisconsin-River Falls
2008 - 2013
Bachelor of Science
University of Wisconsin-River Falls
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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