Sasha Alexandria Stone

Technology enabled business development, high value growth strategy, and client retention and acquisition systems for Family and MFO, RIAs, PM, Private Wealth and financial services firms or teams looking to add value and free time through specialization, efficiency and optimization.

Returned to work with founders of RIA MFO on growth and succession strategy for next generation success. Worked with the team and implemented and customized CRM and system infrastructure (Salesforce, HubSpot, Microsoft Suite and other tech stack architecture and roll out), improving operational efficiencies and connectivity to client and pipeline visibility, increasing retention and referrals while working with marketing agencies on brand position ideal client campaigns and reporting analytics tracking, and advisor onboarding, training, specialization, adoption and performance. Designed niche market strategies and client segmentation frameworks to drive value and specified and targeted sustainable acquisition M&A and partnership growth.

Business development and partnerships leadership across Private Wealth, with a focus on scaling advisor growth, expanding into business owner and UHNW segments, and building high-performing referral and partnership ecosystems. Director, Business Development | 2023–2024 · 2015–2018 Private Practice & Advisor Consulting | 2018–2023 Led growth strategy, ecosystem development, and advisor performance initiatives, designing niche expansion strategies and partnerships, enabling technology adoption, and advising on partnerships client retention and acquisition, through specialized positioning, and sustainable scalable practice growth.

Global consulting firm focused on business development, strategic partnerships, and capital markets across technology and innovation sectors, with a strong network spanning finance, media, and marketing ecosystems. Consulting in a fractional operational growth officer capacity Strategic Business and Corprate Development & Partnerships Leading global partnerships, corporate development, and growth strategy across institutional, investor, and media ecosystems—advising companies on go-to-market, positioning, and scalable commercialization.

Lead strategic partnerships and built curated and executed the inaugural SFA Spacepower Conference, bringing together Military Leaders, Policy Makers, and Industry Leaders for discussions and competitions on cutting-edge technology.

Family Office, Foundation and Global Angel investment and advisory platform supporting early-stage and growth companies across technology and innovation sectors. VP, Partnerships | 2018–2020 Worked closely with founder and the suite of Technology development and role outs through partnerships. Involved in every aspect of the life cycle of technologies. In addition to involvement and support of other family initiatives on both for and non profit, allocations and enablement and mentorship community and of next generation. Drove partnerships, product strategy, and capital allocation across a technology portfolio—advising founders on go-to-market, brand positioning, and commercialization, while supporting M&A strategy, investor alignment, and ecosystem-driven growth.

Investment in VR and AR https://magnifyworld.com/

Digital media and investor platform focused on public markets, retail investing, and capital markets visibility. Built and scaled a women-focused retail investing platform—leading partnerships across media, IR firms, and female investor networks (including powerful female run agencies like Grit Capital), while driving audience growth, engagement, and event-based ecosystem expansion.

Glacier Media (Mining, Real Estate, Agriculture, Digital Media) Diversified, tech-enabled business intelligence, data, and media company delivering information, analytics, and marketing solutions across multiple industries including mining, agriculture, real estate, and environmental risk. Vice President | 2017–2018 Drove global business development, partnerships, and commercial strategy across a diversified portfolio—overseeing cross-functional teams and collaborating across divisions including agriculture and real estate. Expanded enterprise and institutional relationships through data, media, and marketing platforms, while supporting M&A integration and digital product commercialization. Partnered with product and education teams to execute growth initiatives leveraging Salesforce, business intelligence, and internally developed technology infrastructure.