Michael Partnow

Unify Data. Unlock Insights. Uplift Experiences. Transform wealth advisor-client interactions with AI solutions for advisory meetings, seamless onboarding (including account opening), and intuitive advisor desktops. Deliver unmatched value and personalization while retaining full control over your data and tech stack.

Multi-function senior leadership position with authority for not only key areas such as business development but also a diverse group of critical projects, all aimed at driving revenue, reducing operating expenses, and driving a better experience across all key constituents in the value chain. Lead all wealth management efforts co-creating and executing on strategies by leveraging Jiffy.ai solutions by increasing awareness, identifying opportunities, improving adoption, and measuring results to build a stronger wealth management offering. Ensure engagement with clients exceeds expectations including defining and executing client engagement strategies.

Founded in 2017, the Atlantic City Community Fund "ACCF" was established on the belief that lasting community change begins with local engagement and collective giving. The ACCF is committed to addressing local challenges through active community involvement and philanthropy—empowering residents and partners to build a stronger, more resilient Atlantic City for both present and future generations. The ACCF's Mission is to foster private giving, strengthen service providers and improve the conditions of the City of Atlantic City. To these ends, Atlantic City Community Fund will promote endowment building, community, grant making, organizational collaboration, and public leadership for the benefit of all of Atlantic City's stakeholders.

Storyline transforms how financial professionals engage clients and drive growth by delivering AI-powered, hyper-personalized video content. Whether automating portfolio reviews, providing market insights, or enhancing financial literacy, Storyline helps firms scale and enhance client interactions with AI-driven, hyper-personalized short-form videos.

The Wealth Mosaic "TWM" is the leading information and knowledge resource for the global wealth management sector. TWM delivers a mix of strategy, production and promotion to support the delivery of content, insights and propositions across our purpose-built marketplace ecosystem. Curating, creating and sharing knowledge resources across the global wealth management landscape.

Precept is an AI-powered intergration platform purpose-built for fintech Designed to eliminate the delays, cost, and complexity traditionally associated with system integrations. Enables platforms to connect with internal systems and external vendors in minutes—not months.

One Software For Compliance, Marketing, And Advisors. The only Martech solution designed for the wealth, banking, and insurance industries that puts compliance, marketing, and advisors in the same content distribution system.

• Organized and facilitated exclusive, by invite only, AI Roundtable event for top tier financial services leaders. • Spearheaded collaborations between technology providers and financial firms to drive innovation. • Led philanthropic efforts by making a generous contribution to a select non-profit organization at each event.

Head of Enterprise and Product Consulting Team Responsible for managing the Financial Solutions Consultant Team that works with Pershing broker-dealer clients in developing and executing a strategic plan leveraging financial products by increasing awareness, identifying opportunities, improving adoption and measuring results to retain and grow assets building a stronger wealth management offering.

Worked with the most high-profile broker-dealer clients and their executive team members in developing and implementing comprehensive advisor programs designed to identify opportunities and drive revenue growth in the dually registered/hybrid advisor marketplace.

Turnkey Asset Management Providers/Registered Investment Advisors Played a key role in creating a business development plan for Pershing Advisor Solutions, including determining strategic direction and onboarding new hires and clients. Also worked directly with clients and helped reposition the Pershing Advisor solutions organization as an industry leader in the Turnkey Asset Management “TAMP” Provider marketplace.

*Launched and led both workplace and site based corporate partnerships *Recruited and Coordinated north of 100+ matches *Raised north of $1,000,000 in donations *Launched and Co-Led Financial Literacy for Middle School program *Launched and Co-Led Adopt a Family Program *Awarded the inaugural "Advocate of the Year" award *Multiple time "BIG Brother of the Year" nominee *Recognized and featured on "MSNBC Live with Kate Snow." Giving Tuesday - featured across the US for advocacy work

Managed the transition of institutional business onto the E*Trade platform upon closing the Harrisdirect acquisition. Responsible for leading the Corporate Employee Trading Offering and hiring relationship managers, as well as overseeing cross-functional teams.