Michele Simone
Vice President Operations at Zinnia Wealth Management
Based in Orlando, United States
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Seniority
Vp
Department
Operations
Location
Orlando
Industry
Financial Services
Company size
8
Contact information
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m•••••••@zinniawealth.com
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Background
About Michele Simone
Operations leader in wealth management with 15+ years driving client service, risk controls, and process transformation. VP-level scope leading cross-functional teams to scale service delivery, cut cycle time, and elevate client satisfaction. Known for architecting CRM-enabled workflows, KPI-driven performance management, and lean practices that reduce cost-to-serve and lift NPS. Recent highlights: reduced account opening TAT by 30–40%, lowered NIGO/error rates, and supported AUM and deposit growth through operational excellence. Team: 8–20 FTE | | Clients: 600+| AUM:$47M+| SLAs: onboarding, transfers, service tickets | Tech: CRM, Wealthbox, Salesforce, Excel, Morningstar, Google Workplace
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