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Mike Hannah

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Mike Hannah

Vice President, Head of Project Delivery & M&A Integrations | Avantax

San Diego, California, United States

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Mike Hannah

Summary

Mike Hannah is an accomplished business executive with over 25 years of extensive experience in the financial services industry, particularly in depository banking. He has a proven track record of leading transformational change through strategic product management and customer experience initiatives. Mike's leadership style is results-oriented and customer-focused, with a knack for improving operational efficiencies and delivering on strategic goals. His experience spans various roles, from Vice President at Avantax Wealth Management to Executive Vice President at LPL Financial, where he successfully drove customer-centric transformations. Mike is also known for his expertise in agile methodologies and digital product strategies. With a strong educational background in finance and marketing, he combines technical knowledge with a deep understanding of customer needs. Outside of work, he is passionate about diversity and inclusion within the workplace.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Mike Hannah

Work Experience

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Vice President, Head of Project Delivery & M&A Integrations at

Avantax

November 2022 - Present

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Vice President, Head of Digital Product Delivery at

AssetMark

June 2021 - November 2022

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Executive Vice President - Head of Customer Experience & Continuous Improvement at

LPL Financial

January 2018 - January 2021

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Executive Vice President - Chief of Staff, Risk Management & Compliance at LPL Financial at

LPL Financial

January 2014 - January 2018

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Senior Vice President - Customer Service Center at

LPL Financial

January 2010 - January 2014

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Vice President - Service, Trading & Operations at

LPL Financial

January 2007 - January 2010

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Vice President - Web Banking Product Management at

New Colony Homes Inc

January 2000 - January 2007

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Assistant Vice President at

JPMorganChase

January 1997 - January 2000

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Mike Hannah

Education

Fordham University - Graduate School of Business Administration, Mba

Marist College, Bachelor Of Science

Frequently Asked Questions about Mike Hannah

What is Mike Hannah email address?

Mike Hannah's primary email address is ***********@avantax.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Mike Hannah work for?

Mike Hannah is a Vice President, Head of Project Delivery & M&A Integrations at Avantax, a company specializing in Functions related to depository banking.

Where Mike Hannah graduated from?

Mike Hannah holds a degree in Finance from Fordham University - Graduate School of Business Administration.

How can I directly contact Mike Hannah?

To contact Mike Hannah directly, you can use the email address ***********@avantax.com. Complete contact information is available upon registration with Muraena.

Who is Mike Hannah?

Mike Hannah is an accomplished business executive with over 25 years of extensive experience in the financial services industry, particularly in depository banking. He has a proven track record of leading transformational change through strategic product management and customer experience initiatives. Mike's leadership style is results-oriented and customer-focused, with a knack for improving operational efficiencies and delivering on strategic goals. His experience spans various roles, from Vice President at Avantax Wealth Management to Executive Vice President at LPL Financial, where he successfully drove customer-centric transformations. Mike is also known for his expertise in agile methodologies and digital product strategies. With a strong educational background in finance and marketing, he combines technical knowledge with a deep understanding of customer needs. Outside of work, he is passionate about diversity and inclusion within the workplace.

Mike`s contact details

mail

***********@avantax.com

************@lpl.com

Colleagues

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Cfp Andy Watts

President, Avantax Wealth Management

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Michael Kobs

Vice President Enterprise Relationships and Business Consulting

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Michael Molnar

Senior Managing Director | Head of Corporate Development, M&A and Succession Planning

Laurie Stack

Vice President of Business Development

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Dan Kocher

VP: Operations and Service Excellence

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David Colby

Regional Director, Enterprise Growth

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Al Prentice

Vice President

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