Wealth management
Sales professionals in Wealth management
Explore how sales professionals move clients from initial interest to commitment. Learn what conversations, objections, and decision-making steps actually happen between a prospect's first call and contract signature. Understand which relationship-building moments and proof points matter most in wealth management sales.
Professionals to explore
01—10Greg Toskos
LinkedInExperience: Managing Director, Head National Sales · UBS
Has experience leading national sales for a global wealth management business, including managing field partnerships and relationships with third party asset manager partners.
Joshua HEIMANN
LinkedInExperience: Head of Sales, Wealth Management Americas - International · UBS
Experience leading sales and business development for wealth management, including complex director and branch office management roles at a global wealth management firm.
Kevin Casey
LinkedInExperience: Managing Principal - Head of Sales & Relationship Management · Peapack Private Bank & Trust
Has experience leading sales and relationship management within a wealth management division, supporting wealth advisors and client business development.
Liz D'Aleo
LinkedInExperience: Senior Vice President, Sales & Business Development · Fifth Avenue Financial
Has experience in sales and business development supporting financial advisors with product knowledge and practice management within a financial services firm.
Michael Pudlak
LinkedInExperience: Managing Director- Head of National Sales · Glenmede
Experience heading national sales and business development for private wealth management and endowment and foundation clients at a wealth management firm.
Nino Migoya
LinkedInExperience: Executive Director, Regional Sales Director - Southeast Region · Morgan Stanley
Has experience as a regional sales director managing wealth management sales teams and driving sales goals within the wealth management industry.
Sevan Bosshart
LinkedInExperience: Head Advisory & Sales Wealth Management Switzerland · UBS
Has experience leading advisory and sales teams serving wealth management clients and ultra high net worth clients with investment strategies.
Tim Pulham
LinkedInExperience: Director, Head of Sales & Relationship Management · BNY Pershing
Experience directing sales and relationship management as a business developer within investment management, working with high net worth individuals and business relationships.
William Pedersen
LinkedInExperience: National Director of Business Development · Stansberry Asset Management
Experience directing business development in wealth management, with expertise in relationship management, sales, wholesaling, and client retention across investment products.
Ylissa Sekuler
LinkedInExperience: Business Development Director, Private Wealth Management · Morgan Stanley
Experience in business development for private wealth management, supporting private wealth advisors and managing client relationships in the wealth management industry.
Choose the right perspective
Look for candidates who have closed deals themselves, not just supported closers. Ask them to walk through a specific client from discovery to signature. Focus on what they learned about client hesitation, what changed a prospect's mind, and how long the actual process took. Avoid generic sales methodology talk—push for real examples.
Questions to take into the conversation
- 01Walk me through a client who took months to decide versus one who moved quickly. What was actually different about those two situations?
- 02When a prospect said no or went silent, what did you do next, and what made them come back?
- 03What did you learn about how wealth clients actually make buying decisions that surprised you?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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