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ALEXANDRA WLASSOWSKY
Executive Leader in Wealth Management
Sausalito,CA
Summary
Seasoned senior professional with extensive industry expertise and a proven track record in leading high-performing teams within wealth management. Played a pivotal role in senior leadership, driving the development of sales teams and exploring new market opportunities. Delivered impactful solutions that align with business objectives and growth strategies. Renowned for fostering team collaboration and adapting to dynamic environments, while excelling in strategic planning and cultivating strong client relationships.
Overview
1
1
Certification
28
28
years of professional experience
Work History
Senior Executive Consultant in Wealth Management
Independent Contrator
06.2025 - Current
- Conduct comprehensive market analysis to identify growth opportunities and inform strategy to several RIA and wealth management firms.
- Provide competitive analysis for investment firms looking to expand into new markets.
- Consult with major firms to provide insights into gathering additional outside assets, and expanding their investment offerings and suite of services.
- FINRA Arbitrator
Managing Director, Wealth Regional Director
Citi, U.S. Wealth Management
California & Nevada
01.2024 - 03.2025
- Responsible for P&L and sales results for US consumer wealth in California and Nevada (Citigold) with over 275 branches, $500MM in revenue, leading a large management team of 9 Wealth Group Executives, and over 220 Financial Advisors and Wealth Management Bankers.
- Integral role in Citi's senior leadership team, responsible for setting and implementing growth strategy, focusing on recruiting, increasing net new assets, and optimizing advisors and banker's productivity.
- Exceeded all 2024 revenue goals, achieving 125% of targets in net new investment assets, adding $2.3B to $18.5B total brokerage AUM.
- Increased investment revenues by 31% YoY; boosted average FA production from $580K to $910K in one year.
- Grew insurance, alternative investment and annuity sales by 15%+ YoY, while enhancing client retention and wallet share through cross-business collaboration with retail, private, and commercial banking channels.
- Successfully passed all 4 internal audits including a Federal Reserve audit. Maintained exceptional retention of advisors at 96% while adding 15% to the wealth management banking team.
Managing Director
STRATOS WEALTH PARTNERS
Northern California
06.2022 - 12.2023
- Initiated strategic outreach efforts in Northern California to establish a presence for Stratos, a hybrid RIA firm and cultivated a robust pipeline of advisors.
- Delivered expert presentations to engage audiences at multiple national wealth forums and alternative investment conferences to expand Stratos' presence in the marketplace.
- Facilitated the strategic closure of a 9-advisor team, securing $5.5 million in revenue.
Senior Vice President, Brokerage Area Manager
WELLS FARGO ADVISORS
San Francisco & North Bay
06.2017 - 06.2022
- Managed over 50 Financial Advisors in both the Private Bank and bank branches, and responsible for all Private Bank partners who resided in the hub branch.
- Analyzed and optimized recruitment strategies while monitoring performance metrics of the advisors to ensure strategic alignment with company objectives, namely referrals from the bank and between Private Bank partners.
- Championed revenue growth initiatives, driving a 20% increase and contributing $35 million in brokerage revenues.
- Increased credit revenue by 290% to enhance financial offerings, incorporating mortgage and secured portfolio credit lines.
- Orchestrated a series of successful client events for the private bank clients, resulting in substantial asset acquisition through enhanced engagement strategies.
Director, Merrill Edge
Bank of America Merrill Lynch
10.2010 - 06.2017
- Oversaw team growth initiatives for Merrill Edge Advisors, focusing on strategic hiring of 50 advisors in collaboration with Merrill Lynch advisors.
- Spearheaded launch of corporate FSA program, securing reinvestment assets from corporate clients.
- Led initiatives that positioned the team among top 3 markets in the country for combined revenue performance and net new money growth.
Senior Vice President
Morgan Stanley Smith Barney
San Francisco Bay Area
06.1998 - 10.2010
- Directed management of Smith Barney’s Silicon Valley complex, overseeing 75 financial advisors and $7 billion in client assets. Led initiatives that resulted in $36 million in revenue while managing a substantial corporate services business.
- Spearheaded recruitment efforts, successfully onboarding 12 financial advisors, generating over $10 million in revenue.
Education
M.A. - International Policy Studies
Middlebury College
B.A. - International Business
World College West
Skills
- Wealth Management Strategy & Execution
- Financial Advisor Recruitment, Coaching & Retention
- P&L & Revenue Growth Management
- Audit & Risk Management
- Client Acquisition & Relationship Deepening
- Diversity & Inclusion Leadership
Certification
Series 63, Series 65, Series 7, Series 9, Series 10.
Languages
Conversational Spanish and Russian
Professional Working
Interests
Tennis, travel, wine collecting, cooking Yoga & Ayurveda Holistic trainer certified
Timeline
Senior Executive Consultant in Wealth Management
Independent Contrator
06.2025 - Current
Managing Director, Wealth Regional Director
Citi, U.S. Wealth Management
01.2024 - 03.2025
Managing Director
STRATOS WEALTH PARTNERS
06.2022 - 12.2023
Senior Vice President, Brokerage Area Manager
WELLS FARGO ADVISORS
06.2017 - 06.2022
Director, Merrill Edge
Bank of America Merrill Lynch
10.2010 - 06.2017
Senior Vice President
Morgan Stanley Smith Barney
06.1998 - 10.2010
B.A. - International Business
World College West
M.A. - International Policy Studies
Middlebury College