From the call center to the executive suite.
Every stop maps directly to a gap in TSG's next chapter.
Markell E. Byrd.
The bridge between TSG's current scale and its next chapter of disciplined growth.
Operator, not consultant. Every gap in the pitch pairs with a program, platform, or piece of IP already delivered at scale.
What TSG needs today, I have already built at scale.
The CGO seat is not a bundle of separate tasks. It is one mandate: grow the top line, unify the brand experience, and build the succession bench. Every gap in the pitch pairs with a program I have already delivered at scale — and can run for TSG starting day one.
Built the Wells Fargo Sports & Entertainment program from concept to $700M+ in first-year AUM, and led an enterprise affluent strategy that delivered 13% YoY revenue growth and $4.2B in net new AUM. TSG's next chapter needs the same engine: vertical-specific playbooks that turn relationships into repeatable AUM.
Led digital strategy at UBS for 6,000+ advisors and co-architected LPL's Lead Assist for 16,000+ independents. Achieved 95%+ tool adoption and 100% messaging consistency. TSG's 24 offices need one brand voice and one digital backbone — not 24 different front doors.
Built the CSULB intern-to-advisor pipeline that already produced TSG's own Director of Business Operations. At US Trust, delivered 100% advisor development success across 14 markets and $324M in new AUM through onboarding. TSG's future depends on turning key-person risk into a documented bench.
Every gap in this pitch maps to something I've already built.
Not a resume — a set of receipts. Each entry pairs a TSG pain point with the exact platform, program, or IP already delivered at scale.
Orchestrated an enterprise strategy delivering 13% YoY revenue growth and $4.2B in net new AUM.
TSG's sports & entertainment book runs on Wells Fargo — the same S&E program I led the build-out of. Delivered $700M+ in AUM in year one and codified the specialist playbook (contract-first liquidity, career-arc planning, family-office wrap) TSG's practice can plug into on day one, not year three.
Led a nationwide digital rollout across 6,000+ advisors. Achieved 100% messaging consistency across elite advisor offices and 95%+ adoption of the core tool stack (BlackRock Aladdin, Vestmark, Salesforce).
100% success rate in advisor development across 14 major wealth markets; personally accelerated $324M in new AUM through an elite onboarding & digital development program.
Co-architected and deployed "Lead Assist" for 16,000+ independent advisors. Holds pending U.S. patent #20260004354 for "Pillars of Understanding" — an AI framework for hyper-personalized client engagement.
Deployed frameworks to capture emerging demographics. Recognized as 2023 InvestmentNews Rising Star for Next-Gen Engagement & Cross-Cultural Client Segments.
The pipeline that already produced TSG's own Director of Business Operations. Now proposed as a named cohort of six per year on a four-quarter rotation, with a public offer track — the same motion, formalized on purpose instead of by accident.
- 2025 · InvestmentNews — Wealth Management Trailblazer
- 2025 · WealthManagement.com — Thought Leadership Award
- 2023 · InvestmentNews — Rising Star (Next-Gen + Cross-Cultural)
- 2022 · Association of African American Advisors — Top 50 Under 50
Ten expert-level disciplines — one operator.
Most firms at this scale spread these capabilities across 3–5 senior specialists. The CGO seat is designed to bring them together in one leader — and this is the only combination of them I have already built at scale.
Playbooks that turn a book-of-business into a repeatable acquisition engine.
One visual and narrative system that lets every office keep its personality.
Aladdin · Vestmark · Salesforce · WF Advisor Gateway — 95%+ adoption motion.
Firm-wide protocols that turn key-person risk into a documented plan.
Built the WF S&E program. Contract-first liquidity, career-arc planning, family-office wrap.
Intern-to-advisor ladders; 100% development success across 14 markets.
Direct working relationships across Wells Fargo, UBS, LPL, US Trust.
Structuring, cultural fit, integration — beyond the LOI.
Frameworks recognized by InvestmentNews for next-gen and multicultural segments.
Pending U.S. patent for "Pillars of Understanding" — AI-driven client personalization.
Five pillars. One accountable owner.
Organic Growth & Brand
One voice, one repeatable playbook for compounding growth.
Digital Transformation
Own the adoption curve — for advisors and clients alike.
Succession & Continuity
A documented plan on file for every book, before it's needed.
Talent & Advisor Development
The internship-to-advisor pipeline, formalized — plus next-gen and AI-fluency training.
Enterprise / FiNet
TSG's senior point of contact into the enterprise relationship.
Talent & Advisor Development —
the people pipeline, formalized.
- CSULB internship pipeline, made official
A named cohort of six per year, a four-quarter rotation (practice ops → advisor shadow → digital adoption → capstone with the CGO office), and a public offer track — the same pipeline that already produced TSG's own Director of Business Operations, now repeatable on purpose instead of by accident.
- Next-gen advisor ladder
A documented path from intern to associate to advisor to partner, replacing today's ad hoc apprenticeship model.
- AI-fluency onboarding
A structured curriculum on the WF Advisor Gateway stack (Aladdin, Vestmark, Salesforce) so every incoming advisor reaches proficiency inside 90 days instead of a nine-month ramp.
- Advisor well-being, tracked
Quarterly advisor eNPS tied directly to the Simulator's Culture & Advisor Well-Being lever, so retention is a managed metric, not a lagging indicator you find out about after someone leaves.
A $20B firm needs an operator
who already speaks its language.
Every peer past $20B fields a named growth executive. The gap for TSG isn't a hire — it's a seat. I've built the pipelines, stood in front of the room, and closed the loop between brand and advisor economics. That is the work.