Portfolio
The work.
Ten projects across growth, marketing, communications, digital and AI adoption, and new ventures.
Firm:
Wells Fargo · 2021–2026
Enterprise Growth Engine
GrowthMarketing
$4.2B net new asset opportunity identified
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Wells Fargo · 2021–2026
Sports & Entertainment UHNW Division
New VenturesGrowth
$700M+ AUM in year one. Sports & Entertainment UHNW division, now in its third year
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U.S. Trust, Bank of America Private Wealth Management · 2009–2016
National Sales Expansion
Growth
14 regional markets
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Independent · Ongoing
Referability Assessment & Referrality Handbook
Advisor EnablementGrowth
6 referability areas assessed
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