Shanelle Grisso

Shanelle joins us as Director, Head of Platform Education and Community, responsible for the training strategy and execution for Sanctuary Wealth. She comes with over 12 years of experience in training and development, specializing in building scalable learning solutions for advisors and their teams. An advocate of advisor technology, Shanelle is passionate about creating micro-learning experiences to help busy advisors adopt technology, drive growth, create operational efficiencies and improve their client experience.

Shanelle began her career in compliance at United Capital Financial Advisers, and quickly thereafter, moved into training where she built out United’s training ecosystem, ultimately launching their learning management system, resource center, and new user boot camps. Responsible for training more than 120 regional offices and 50+ Finlife partner firms to adopt United’s proprietary Finlife technology platform, Shanelle leveraged diverse learning mechanisms to engage learners and create a culture of continuous learning. United was sold to Goldman Sachs in 2019 where Shanelle joined Goldman Saschs as Vice President of Training, responsible for creating a certification and readiness program for advisors participating in growth programs.