Roles and Responsibilities
Sandy Park is a Vice President of Business Development where he is focused on helping clients connect strategic initiatives with research-based advisory services. Sandy works closely with senior leadership at the top U.S.-based financial institutions and technology firms to deliver highly customized, research-oriented consulting services that help guide strategy across the clients’ customer-facing channels.
Sandy spent 20+ years leading and collaborating with successful sales, research, and marketing teams at leading Wall Street firms. He has been instrumental in building sales/research platforms around emerging companies in various industry verticals, both public and private. In these roles, Sandy consulted C-level executives on marketing and brand positioning within the investment community. He has helped guide management teams through pre/post IPO positioning/category awareness, investor communication, and marketing strategies. He has also helped guide major investment firms through their process of uncovering new investment themes and technologies.
Sandy has a B.A. in Social Sciences, from University of California, Berkeley and holds FINRA Series 7, 63, and 24 securities licenses. He has several years of Board level experience (President) and played Varsity Rugby at Cal.