Portfolio
The work.
Ten projects across growth, marketing, communications, digital and AI adoption, and new ventures.
Firm:
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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LPL Financial · 2020–2021
Lead Assist Referral Platform & Innovation Incubator
New VenturesDigital & AIAdvisor Enablement
16,000+ independent advisors, LPL Lead Assist
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