Oksana PoznakDirector of Strategic Partnerships

Oksana is our Director of Strategic Partnerships based in the New York area, she develops the overall business relationship strategy, and forges new partnerships with asset managers, product sponsors, and investment firms. She has more than 20 years of experience in Business Development, Marketing, and Relationship Management, working with wirehouses, independent broker dealers, bank, custodian, and FinTech Alts platform. Most recently Oksana worked as a Segment Marketing Director promoting the alternative investment fund managers on the CAIS platform. Prior to that she held numerous senior positions at Atria Wealth Solutions, BNY Mellon Pershing, Ladenburg Thalmann, Advisor Group, Bank of New York, and Morgan Stanley. Oksana received her MBA in General Management from the Stern School of Business at New York University. She graduated summa cum laude with a B.S. in Business Administration and Marketing from the State University of New York at Buffalo. She is a Licensed Principal and a Registered Representative. She holds FINRA Series 24, 7, 66 and NY Life/Health Insurance licenses.