Senior Director and top producer overseeing business integration between the bank's global corporate & investment banking and global wealth investment management platforms, including Technology Media & Telecom and US Subsidiaries of large multinational clients. Provide institutional/individual wealth solutions as well as facilitate the delivery of institutional benefit solutions to clients, i.e. directed share, equity planning, and 10b5-1 planning for pre/post IPO clients, as well as 401k, pension, and employee banking, and investing programs. Recent IPOs clients include Roblox, Uipath, AppLovoin, Confluent, Warby Parker, VIZIO, DISCO, Kaltura, and in 2020 Airbnb, JFrog, and nCino. In addition to private companies, also deliver integrated wealth and equity solutions to established tech clients like Intuit, Salesforce, Alphabet, and Cisco.Some of my success within this role includes:-Enhanced annual revenue from $40MM in 2020 to $100MM YTD in 2021 between the bank's Technology Media Telecom Investment Banking and Global Wealth platforms.-Integrated global wealth products into pre-IPO-related investment banking discussions by reconfiguring business integration.-Identified investment banking opportunities for Technology Media and Telecom, including IPOs, Cap Raises, and M&A transactions with a notional deal size of over $100MM by targeting strategic Global Wealth relationships.-Delivered benefit plan sizes ranging from $50M to $10B (AUM) in addition to individual wealth solutions which include delivery of investment and consulting services to corporate clients' c-suite, board, and workers via $10M+ Private Wealth, $3M+ Private Bank, and $250k+ Merrill platforms.