Alex S.
Strategic Growth | Scalable Systems | Marketing Strategy | MBA | USMC Veteran
- Role
- Business Development Manager at Wealthclarity Capital Management
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
About Alex S.
Marine Corps Veteran and MBA focused on financial services growth, strategy, and…
Experience
Business Development Manager
Wealthclarity Capital Management
May 2024 — Present · Lakewood, CO, US
As Business Development Manager at WealthClarity, I\'ve played a pivotal role in shaping and refining the firm’s long-term growth strategy. I’ve synthesized internal client data with public demographic insights to guide targeted marketing efforts and strategic prioritization. With a focus on automation and client experience, I built and unified the firm’s scheduling system, transforming a fragmented and partially manual process into a fully integrated workflow, enabling clients to schedule, reschedule, or cancel appointments in under 60 seconds. To accelerate digital client acquisition, I led the search, vetting, and partnership process with a top-performing, Denver-based marketing agency with national and international experience. I also forecasted, launched, and now oversee the performance of a new internal business unit, identifying key growth thresholds, designing operational workflows, and building a sustainable, equity-aligned profitability model. I thrive in ambiguity and bring structure to dynamic environments, implementing consistent workflows, strengthening operations, and fostering a positive, team-oriented workplace culture.
Education
Colorado State University Global
Bachelor's degree
University of Colorado Boulder - Leeds School of Business
Master of Business Administration - MBA
2023 — 2025
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