Shanelle Grisso

Director, Head of Platform Education and Community

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 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 Advisors, 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. 

Shanelle earned a B.A in English Education from Cal State Long Beach in California. When she isn't busy wrangling her 2 and 5 year old kids, Shanelle enjoys hiking, yoga, reading, and attempting DIY home projects in her Chino Hills, CA home.

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Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds Pershing Customer Fees