Strategic marketing and sales leader in wealth management with a proven track record in enhancing business development through innovative strategies across structured products, alternative investments and advisory platforms. Expert in creating impactful marketing materials and improving engagement rates, significantly growing structured investment issuances. Skilled in leading sales efforts, developing customized investment solutions, and streamlining operational processes for efficiency. Demonstrated success in portfolio analysis, product penetration, and fostering collaborations to create platforms for retail brokerage services. Committed to innovation, client service excellence, and driving growth through strategic planning and execution.