Project Management Key Account

MARC BIVONA

GLOBAL RELATIONSHIP MANAGEMENT, SALES/MARKETING

OPERATIONS & STRATEGIC INNOVATION CUSTOMER

SALES, KEY ACCOUNT ENGAGEMENT, RETENTION & GROWTH

347-***-**** ad5c7b@r.postjobfree.com

linkedin.com/in/marcbivona marcbivona.com New York California Illinois SUMMARY

Enthusiastic and strategic relationship manager with extensive key account engagement experience, demonstrating a commitment to client service excellence and growth. Skilled in developing strong internal and external relationships, presenting proposals for relationship expansions, and strategically mitigating risks. Excited to leverage years of financial services background to contribute to growth. Passionate about aligning with a mission-driven company to deliver exceptional strategic consultation and operational efficiencies.

EXPERIENCE

Retail Sales Group Consultant

VANGUARD

2022 - Present Pennsylvania

Investment company driven to take a stand for all investors and give them the best chance for investment success.

Leverage broad financial acumen to educate prospective clients about Vanguard's investment philosophy, financial products, and advice services.

Identify and manage service-to-sales advice opportunities for retail clients - consistently exceeding in team KPIs.

EVP, Marketing Management

FORTUNE BUILDERS INC

2016 - 2021 San Diego New York

International company providing B2B & B2C education, coaching. Actively investing, building, and transacting in both residential and commercial real estate - offering both Syndication & Reg-A Investments. Lead product marketing and revenue expansion from $80MM to

$200MM on $50MM marketing spend.

Drive customer acquisition strategy driving 30%+ lift in leads YOY. Own CRM from acquisition and performance/growth with direct oversight of client funnel optimization.

Manage message, media, analytics, & creative teams to drive growth areas, campaign strategy & market penetration.

Increased organic lead-growth by 20% YOY via influencer, micro- influencer, and content creator lead-acquisition strategies. Drive affiliate (Impact), influencer (Activate) & community (Nurture) activities. Drive key partnerships supporting marketing and engagement to support the company's media, content creation & growth objectives delivering 14% YOY rev growth.

EVP, Marketing

ONLINE TRADING ACADEMY

2013 - 2016 New York

Head franchise-growth for US, APAC & EMEA investment education provider of investing and trading for any market or asset class-marketing a member-driven community and SaaS education trading tools. Oversee franchisee relationships, marketing, sales, and global channel strategy for $30MM+ spend, resulting in increases of 40% YOY prospect growth and 60%+ YOY sales run-rates, surpassing YOY lead expectations by 10-15+%.

Lead product management & streaming platform development initiatives driving national international expansion and franchise sales.

SKILLS

Business Strategy

Sales Process Optimization

Consultative Sales

Customer Relationship Management

Key Account Development

Strategic Communications

Partner Development

Project Management

Market Research Analytics & Data

Investment & Sales Process Acumen

Creative Messaging

P&L Management Live Events

Brand & Performance Marketing

Media Development Media Relations

ACHIEVEMENTS

FINRA Certified

Series 7, 66, 65, 63, SIE

New York State

Licensed Real Estate Sales

Notable TV Show Development

OptionsAction (CNBC),

FlipThisHouse(HGTV CT teams’

monetization)

Publications

Planning for Retirement Distributions –

Tax, Financial, and Personal Aspects

Aspen Publishers, Inc.

Drop Shipping Expertise

Deep drop-shipping mark-ops experience:

w/ Shopify, Oberlo, AliExpress & related

tech APIs - Built/Monetized 2 properties

during pandemic

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EXPERIENCE

Principal Consultant

LOGICAL DESIGN SOLUTIONS

2011 - 2013 New York

Consulting agency that applies strategic insight grounded in a user- centric philosophy to engineer intelligent, industry-leading online channel solutions for Fortune 500 corporations and government. Led client service teams hired by market leaders (Merck, Pfizer, BC/BS, Verizon, Marsh, NWM) to bring deep best practices and best- of-breed expertise to create and deliver online enterprise solutions. Managed key account to enable a client's most important relationships to occur successfully online, delivering significant business performance and brand value.

Oversaw team projects & solutions that included portal development around SaaS platforms such as Salesforce.com, Workday and SuccessFactors.

Vice President

THINKORSWIM GROUP (sold to TDAmeritrade)

2006 - 2010 New York

Managed $50+MM marketing budget by using digital/mobile, direct marketing best practices and data-driven decisions from SAP, Omniture, and Google Analytics to identify growth for acquisition growth and contribution margin yielding $200MM revenue, $65MM income. Business owner for Marketing & BI SAP implementation working with Capgemini.

Collaborated on financial service partner development and market research including related creative, focus groups, content strategy, and tactical execution. Lead channel planning and partnerships for TV, radio, direct mail, social media, e-mail, & SEO/SEM. Senior Vice President, Director

CITIGROUP

2004 - 2006 New York

Managed Citicard identity theft market development initiatives for Expansion Markets, including ongoing ABM strategy, new customer acquisition, and existing payment partner management Managed a team to oversee ongoing fintech payment key account relationships, co-brand credit card portfolio and ongoing expansion of marketing channels. Account included: AT&T, AAA, AARP & Mastercard Identified and evaluated potential co-brand mobile and technology payment partnership opportunities.

Delivered AOL client opportunity estimated more than $120MM ongoing EBIT.

Vice President, Development & Strategic Planning

GREY ADVERTISING

1999 - 2004 New York

Drive sales development for new institutional and corporate relationships representing $50MM in sales and over 75% of total group revenue. Worked with B2B and B2C companies pitching solutions and leading teams. Led the strategic consulting, planning and management of IPO live events internationally, online project management and related communication efforts.

Manage design teams and implementation of end-to-end business processes and solutions by identifying gaps between new business needs, existing systems and client processes.

Manage client product lifecycle for web applications and mobile sites through conception, development and growth cycles to improve and enhance application utility.

Industry experience including: banking, brokerage, insurance, CPG, pharma, cosmetics, automotive, entertainment,gaming, music/book publishing & manufacturing. Clients included: GSK, P&G, Goldman Sachs, Fox, Sony, Polo Ralph Lauren, AMEX and Revlon. MY TIME

Focused on the development of those

around me, helping them recognize and

grow into their full potential by realizing that

none of us is as smart as all of us.

Listening, understanding, and doing what is

needed – pivoting to provide what will make

a difference.

Family

Running (16X+ consecutive Marathoner)

U of Illinois Urbana-Champaign Teaching:

High-Tech Venture Marketing &

Transforming Marketing w/ AI

Volunteer & Boards (City Harvest, Gods

Love, NYRR)

EDUCATION

MBA

UNIVERSITY OF VIRGINIA'S DARDEN

SCHOOL OF BUSINESS

BS Computer Applications &

Information Systems BS

Accounting

NEW YORK UNIVERSITY - STERN

FinTech Start-up Advisor Fmr. Pres.

NY Alumni Assoc:

DARDEN SCHOOL OF BUSINESS

Clinical Professor: High-Tech

Venture Marketing Transforming

Marketing w/ AI 2021 - Present

UNIVERSITY OF ILLINOIS URBANA-

CHAMPAIGN

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