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Notebook

Uncovering insights into what is driving your sales & marketing results.


Our Experience

Tasnady Associates is experienced with many of the largest Wealth Management firms, along with other Financial as well as non-financial organizations. 

Wealth Management
  • RBC Wealth
  • Merrill Lynch
  • Citizens Bank
  • CapitalOne
  • Citibank
  • JP Morgan Chase
  • PNC Bank
  • Raymond James
  • UBS
  • Wells Fargo
  • Charles Schwab
  • Waddell & Reed

    • Banking/Retail Financial Services
  • StateStreet
  • Bank of Montreal
  • American Express
  • Phoenix Investment Partners
  • First Dominion Capital
  • Wachovia BankCard

    • Internet/Technology
  • Dice
  • Bowne & Company
  • eFinancialCareers.com
  • Sparta Systems

    • Insurance
  • Lincoln Financial
  • Securian/Minn. Life
  • Guardian
  • MetLife

    • Non-Financial Services Consulting
  • Booz-Allen
  • Dorsey & Whitney
  • TMP Worldwide Recruiting

    • Healthcare
  • Pfizer
  • Glaxo-Wellcome
  • Nortel

    • Other
  • Yale Alumni
  • OnWallStreet
  • Harvard Business School
  • Hilton Hotels & Casino

    • Sales Compensation Experience

    Tasnady & Associates is also a recognized compensation industry expert. We are deeply experienced in the highly specialized field of compensation including Wealth Management, merger and acquisition compensation plans and alignment, wirehouse plans, regional and local firm FA plans, high net-worth FA compensation plans, Service-Center based FA compensation plans, and also bank branch Wealth Management plans.

    Increasing the Return on Human Capital

    • Sales and Management Compensation Design
    • Performance Measurement & Design
    • Employee Feedback Assessment & Improvement
    • Internal Marketing & Employee Communications
    • Benchmarking Industry Best Practices 

    TYPES OF DESIGNS
    Salesforce Compensation
    • Commission Designs & Modeling
    • Competitive Industry Comparisons & Analysis
    • Sales Productivity & Segmentation Analysis
    Management Compensation
    • Salary and Bonus Compensation Design
    • Performance Measurement and Calibration
    • Organizational Alignment of Measurement & Pay
    Deferred Compensation
    • Cash-based and Vesting Approaches
    • Stock and Option Alternatives
    • Custom Performance-based Designs

    INDUSTRY EXAMPLE
    Wealth Management/ Private Wealth
    • Financial Advisors
    • Branch Managers
    • Telemarketing/servicing
    • HQ/Branch/Support Staff
    Contact Us

    Serving Wall Street, Financial Services, and Other Industries.

    Address

      New York, NY - Sarasota, FL

    516.410.7744

    tasnady@tasnadyassociates.com

    Follow Us

    @tasnady_assoc

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