Michael Hakoun, MBA, CEPA®

Experience

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  Orthofix

  Jan 2003 - Jan 2003

  Intern
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  Citibank

  Aug 2003 - Apr 2005

  Teller/Customer Service Representative
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  NRL Associates

  Apr 2005 - Sept 2006

  Financial Planning
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  Citigroup

  Sept 2006 - Jan 2010

  Business Banking Officer/Assistant Branch Manager
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  TD

  Jan 2010 - Jun 2021

  Market leader for TD Wealth Private Client Group in Northern New England & Greater Boston - providing strategic leadership to a team of accomplished TD Wealth professionals as we deliver comprehensive private banking, lending, investment and trust solutions to clients.With TD Wealth Private Client Group, you can expect:• Local, dedicated relationship manager responsible for the day-to-day management of all of your personal banking, lending and investing — all in one place• Customized advice, solutions and the most personal service available only to a select group of clients• Personalized Wealth Plan based on the needs of you and your family, combined with your financial and investing goals• A relationship manager, backed by a team of experts, to manage all your private banking, lending and investment strategiesWe provide personalized advice and solutions that are tailored to you and your family at every phase of your wealth journey. Show less Strategic business partner to the Senior Vice President of Retail & eight Retail Market Managers for the Northern New England-Upstate NY footprint, the National Sales Manager and Head of Retail Sales Strategy. Drove new account acquisition and product penetration across 173 TD Bank stores in Northern New England and Upstate NY. The market I supported prides itself with year over year increases in Customer Experience Scores & 9% year over year increase in Personal Checking production. My contribution is to consistently develop and deliver innovative workshops that enhance employee’s knowledge, skills and confidence for winning market results. Show less

  • Market Leader for TD Wealth Private Client Group - Northern New England & Greater Boston

    Dec 2017 - Jun 2021

  • Associate Vice President, North American Phone Channel- Customer & Employee Experience

    Mar 2016 - Nov 2017

  • Associate Vice President/ Managing Director- Senior Call Center Manager

    Aug 2014 - Feb 2016

  • Vice President, Retail Market Manager

    Jun 2013 - Aug 2014

  • Vice President, Market Sales Manager

    Mar 2012 - May 2013

  • AVP, Store Manager

    Jan 2010 - Mar 2012
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  Rotary of Nashua

  Jun 2010 - Mar 2012

  Rotary of Nashua
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  BNI

  Jun 2011 - Mar 2012

  Member
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  Life! Church

  Jan 2013 - Aug 2014

  Advisory Board
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  Mount Zion Christian Schools

  Sept 2020 - Sept 2023

  Chair / Director - Board Member
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  Ledyard National Bank

  Jul 2021 - now

  Executive Vice President & Managing Director - Ledyard Financial Advisors

  Executive Vice President & Managing Director for Ledyard Financial Advisors, the wealth management division of Ledyard National Bank, managing approximately $1.7 billion of client assets. We help individuals, businesses and institutions make effective decisions about how to save, borrow and manage their finances. Our unique combination of expert advice, leading-edge financial solutions and personal attention represent the highest standard of client advocacy and responsiveness. At Ledyard Financial Advisors, we say ‘Plan well, live well’. Our Clients tell us they enjoy more peace of mind working with our team. Give us a call to learn how we can help you find more peace of mind and confidence to achieve your goals. Show less

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  Osaic

  Mar 2022 - now

  Osaic Institutions Investment Executive

  Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Osaic Institutions and Ledyard National Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.