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Growth & Marketing Leader - Business / Brand Strategist | Integrated Marketer | Strategic Partnerships | Community Builder | Product Dev
Zach is a full-stack business strategist, marketing executive and organizational leader with brand, product, performance and community building expertise. A creator, innovator and a problem solver, Zach is known for helping teams grow and excel by composing strategies that unite companies around a shared mission for success.
With client and consulting side experience across both B2C and B2B brands, Zach is an expert in understanding audiences and building omni-channel strategies that encompass paid, owned and earned engagement to drive measurable growth.
Zach has crafted and operationalized strategies for: Citi (Citi Bank, Citi Global Wealth, Citi Ventures), Amazon (Fire TV), Bank of America (BOA, Merrill Lynch Wealth Management, US Trust, Merrill Edge), Chello Bank, Cognizant Healthcare, TriZetto Provider Solutions, WarnerMedia (HBO, Sesame Street), The New York Yankees, Madison Square Garden, Unilever, P&G, IMG Worldwide, Crate & Barrel, Limelight Networks, Brown Jordan Furniture, The Atlantic Coast Conference, NYU Stern, IDB Bank, ValueLine Equity Research, Shift4 Payments, New Era, and IMG's Collegiate Marketing Program (Manhattan College, Queens College, University of Texas Arlington, University of Louisville, The Sun Belt Athletic Conference, The Big Sky Athletic Conference, The America East Conference, Northern Arizona University), among others.
Prior to working in strategy, Zach was in the Lehman Brothers Capital Markets Analyst Program, taught middle school English in the Bronx as a Teach for America Corps Member and played competitive soccer.
Integrated Marketing โ Digital Marketing โ Brand Strategy โ Product Marketing โ Community Building โ Growth Hacking โ Strategic Partnerships โ Partnership Development โ Brand Positioning โ Value Proposition โ Product Strategy โ Brand Management โ Financial Services โ FinTech โ Healthcare Industry โ HealthTech โ Go-to-Market Strategy โ Market Research โ Advertising & Comms Planning โ Global Marketing โ Performance Marketing โ Growth Marketing โ Audience Segmentation โ Competitive Analysis โ Tech Stack Composition โ Cross-Channel Analytics Analysis โ Wealth Management โ Investing โ Commercial & Consumer Banking โ Lending โ Asset Management โ Higher Education Marketing โ College & University Marketing โ Sports & Entertainment Marketing โ Public Speaking at Events & Conferences โ Content Strategy โ Social Media Strategy โ Team Leadership โ AI Marketing Automation โ AI Transformation โ New Business โ Business Development โ Customer Journey Mapping โ Focus Groups
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Cycle4 is a strategic investment and consultancy group dedicated to helping growing businesses reach the next level through brand strategy, product optimization and AI marketing automation. We drive results through deep audience insight, data driven strategies, sales lead gen and marketing tactics tailored to your audiences.

Head of Chelloโs growth team, a combined Integrated Marketing, Go-To-Market Strategy and Partnerships organization built to drive sales and revenue. Led brand strategy and drove innovative marketing & digital engagement strategies across paid, owned and earned channels to uniquely position Chello to win in the evolving SMB business banking marketplace. Conducted research and pioneered new uses and applications for AI and AI automation in sales, marketing and creative efforts to build and optimize an 'ideal' marketing technology stack for the modern age. Built strategic partnerships with Healthcare Technology companies and FinTechs to amplify our marketing and sales efforts. -- Chello is a digital commercial bank powered by pioneering data intelligence and built to tackle the unique needs and challenges of the small and medium sized business market, by industry. Chelloโs healthcare industry mission is to help physicians and provider networks thrive by delivering better banking solutions and advanced analytics, once only accessible to large hospitals, directly to the practices of main street. Powered by OFG Bancorp NYSE/OFG, member FDIC Skills: Value Propositions ยท Performance Marketing ยท Demand Generation ยท Display Advertising ยท Media Planning ยท Brand Strategy ยท HealthTech ยท Business Strategy ยท Embedded Finance ยท Strategic Partnerships ยท Conversion Optimization ยท Search Advertising ยท Customer Journeys ยท Sponsorship Marketing ยท Customer Segmentation Strategy ยท Video Production ยท Customer Journey Mapping ยท Growth Marketing ยท Product Strategy ยท Product Launch ยท Product Development ยท B2B Marketing Strategy ยท Data Analysis ยท Search Engine Optimization (SEO) ยท Go-to-Market Strategy ยท Product Management ยท Marketing Automation ยท Branding & Identity ยท Audience Segmentation ยท Customer Value Proposition ยท Healthcare ยท Customer Insight ยท Public Speaking ยท Media Strategy ยท Customer Acquisition ยท Social Media Measurement ยท Business-to-Business (B2B) ยท Digital Strategy ยท Return on Investment ยท Strategic Thinking ยท Growth Hacking ยท Lead Generation ยท Banking ยท Search Engine Marketing (SEM) ยท Facebook Marketing ยท Strategic Leadership ยท B2B Marketing ยท Growth Strategies ยท Social Media Optimization (SMO) ยท Brand Awareness ยท Cross-functional Team Leadership ยท Commercial Banking ยท Organizational Leadership

Lead Global Strategist: Citi Bank, Citi Ventures, Citi Global Wealth Lead Strategist: Amazon (Fire TV - Product Strategy, Messaging and Positioning) Lead Strategist: Warner Media (Brand Narrative, Messaging, EVP) Campaign Strategy: Unilever (Love Beauty Planet), HBO/Sesame Street, Shift4 Payments - Managed digital marketing & brand strategy for a portfolio of brands and products across the Citi global suite of offerings - Conducted a global competitive analysis and led stakeholder research to build brand positioning and wealth product continuum to deliver a full suite of wealth management and digital investing products to affluent though UHNW audiences. - Led marketing, media, brand and creative strategy for the launch and continued media optimization of new Citi Ventures products in market for both US consumer bank and global investment bank audiences. Ad Age A-List Winner Data & Insights Agency of the Year -- Known is a management consultancy & modern marketing company, engineered for the business of today. Built on a foundation of two decades of groundbreaking data science and market research capabilities, which power our acclaimed strategy and creative teams, our clients include some of the biggest and most innovative brands in the world. Skills: Value Propositions ยท Private Banking ยท Performance Marketing ยท Demand Generation ยท Display Advertising ยท Media Planning ยท Brand Strategy ยท HealthTech ยท Business Strategy ยท Embedded Finance ยท Conversion Optimization ยท Search Advertising ยท Customer Journeys ยท Customer Segmentation Strategy ยท Video Production ยท Customer Journey Mapping ยท Growth Marketing ยท Product Strategy ยท Product Launch ยท Product Development ยท B2B Marketing Strategy ยท Wealth Management Services ยท Data Analysis ยท Search Engine Optimization (SEO) ยท Go-to-Market Strategy ยท Product Management ยท Marketing Automation ยท Branding & Identity ยท Audience Segmentation ยท Customer Value Proposition ยท Healthcare ยท Customer Insight ยท Public Speaking ยท Media Strategy ยท Investment Banking ยท Customer Acquisition ยท Social Media Measurement ยท Business-to-Business (B2B) ยท Digital Strategy ยท Return on Investment ยท Strategic Thinking ยท Growth Hacking ยท Lead Generation ยท Banking ยท Search Engine Marketing (SEM) ยท Facebook Marketing ยท Strategic Leadership ยท B2B Marketing ยท Growth Strategies ยท Social Media Optimization (SMO) ยท Brand Awareness ยท Cross-functional Team Leadership ยท Commercial Banking ยท Organizational Leadership

Led integrated marketing strategy and annual planning across paid, earned and owned channels to drive new household acquisition and cross-bank-product deepening (Brand Advertising, Digital Demand Generation, Product, Partnerships, Sponsorships, Events, Sales-Enablement, PR, Media, Research and Analytics). Developed and launched two national advertising campaigns to drive brand awareness, favorability and intent: โWhat would you like the power to do?โ (2019-2020) and โIt all starts with youโ (2018). Constructed audience segmentation and progressed mar-tech ecosystem roadmap to drive consumer understanding, creative testing and business decisions related to audience profiles, purchase journeys, nurture tactics, lead scoring and attribution models. Drove strategy to rebrand Merrill Lynch and Merrill Edge as unified โMerrillโ investing brand within the Bank of America family of brands (architecture, identity, messaging and positioning) leading to significant efficiencies in media spend. Leveraged agile principals and scrum methodology to direct team to build, develop creative for and optimize new unified Merrill.com website that brought together two prior brand sites into a single articulation on Adobe Experience Manager CMS. Managed team of 11 direct reports and a suite of brand, digital, content, product and consulting agencies. Skills: Value Propositions ยท Private Banking ยท Performance Marketing ยท Demand Generation ยท Display Advertising ยท Media Planning ยท Brand Strategy ยท Business Strategy ยท Embedded Finance ยท Strategic Partnerships ยท Conversion Optimization ยท Search Advertising ยท Customer Journeys ยท Sponsorship Marketing ยท Customer Segmentation Strategy ยท Video Production ยท Customer Journey Mapping ยท Growth Marketing ยท Product Strategy ยท Product Launch ยท Product Development ยท B2B Marketing Strategy ยท Wealth Management Services ยท Data Analysis ยท Search Engine Optimization (SEO) ยท Go-to-Market Strategy ยท Product Management ยท Marketing Automation ยท Branding & Identity ยท Audience Segmentation ยท Customer Value Proposition ยท Customer Insight ยท Public Speaking ยท Media Strategy ยท Investment Banking ยท Customer Acquisition ยท Social Media Measurement ยท Business-to-Business (B2B) ยท Digital Strategy ยท Return on Investment ยท Strategic Thinking ยท Lead Generation ยท Banking ยท Search Engine Marketing (SEM) ยท Facebook Marketing ยท Strategic Leadership ยท B2B Marketing ยท Growth Strategies ยท Social Media Optimization (SMO) ยท Brand Awareness ยท Cross-functional Team Leadership ยท Commercial Banking ยท Organizational Leadership

SME Branding (Acquired by Learfield) Lead Strategist: The Madison Square Garden Company (JP Morgan Chase - Sponsorship Strategy) Lead Strategist: The New York Yankees (Suite Sales, Partnership Marketing & Legacy Ticket Programs) Lead Strategist: IMG Worldwide - Collegiate Brand Marketing Program (Manhattan College, Queens College, University of Louisville, Atlantic Coast Conference, America East Conference, Big Sky Conference, Sunbelt Conference, University of Texas Arlington, Northern Arizona University) Developed annual NY Yankees campaign/collateral by audience segment, built โNYY Legacy Clubโ deepening/retention program and created new โNew Era Pinstripe Bowlโ brand, helping to build new and reoccurring revenue streams for a historic MLB franchise. Managed new business, pitch development and built partnership with IMGโs collegiate division to offer integrated marketing solutions to colleges, universities and collegiate athletic conferences. Project highlights: The Madison Square Garden Company (Website Development and JP Morgan Chase Partnership Strategy), HSBC (Experiential Strategy), Brown Jordan Furniture (Brand Development, Digital Strategy and Video Production), ACC - Atlantic Coast Conference (Brand Development, Social Media Strategy and Management, Video Production, Campaign Development). Managed three direct reports and cross agency functional teams, and presented brand workshops on Millennial / Gen Z audiences, consumer trends, digital marketing and social media strategy. Skills: Value Propositions ยท Performance Marketing ยท Demand Generation ยท Display Advertising ยท Media Planning ยท Brand Strategy ยท HealthTech ยท Business Strategy ยท Strategic Partnerships ยท Conversion Optimization ยท Customer Journeys ยท Sponsorship Marketing ยท Customer Segmentation Strategy ยท Video Production ยท Customer Journey Mapping ยท Growth Marketing ยท Product Strategy ยท Product Launch ยท B2B Marketing Strategy ยท Wealth Management Services ยท Data Analysis ยท Go-to-Market Strategy ยท Branding & Identity ยท Audience Segmentation ยท Customer Value Proposition ยท Customer Insight ยท Public Speaking ยท Media Strategy ยท Investment Banking ยท Customer Acquisition ยท Social Media Measurement ยท Business-to-Business (B2B) ยท Digital Strategy ยท Return on Investment ยท Strategic Thinking ยท Growth Hacking ยท Lead Generation ยท Banking ยท Facebook Marketing ยท Strategic Leadership ยท B2B Marketing ยท Growth Strategies ยท Social Media Optimization (SMO) ยท Brand Awareness ยท Organizational Leadership

Client management and digital strategy for retained accounts: NYU Stern (Digital Campaign Development, and paid search marketing) Limelight Networks CDN (B2B Digital Strategy, Website Development and paid search marketing) Chaum Luxury Spa and Resort, Seoul, South Korea (Brand Development, Video Production, Campaign Development). Project-based strategy & copywriting: Crate & Barrel/CB2 (Campaign Development) IDB Bank (Digital Marketing/ App Development) Value Line Equity Research (Website Development), P&G Family Movie Night (Social Media Management) Tata Harper Skincare (Website Development) Skills: Performance Marketing ยท Demand Generation ยท Display Advertising ยท Media Planning ยท Brand Strategy ยท HealthTech ยท Business Strategy ยท Conversion Optimization ยท Search Advertising ยท Video Production ยท Growth Marketing ยท Product Strategy ยท Product Launch ยท B2B Marketing Strategy ยท Wealth Management Services ยท Data Analysis ยท Search Engine Optimization (SEO) ยท Go-to-Market Strategy ยท Branding & Identity ยท Audience Segmentation ยท Customer Insight ยท Public Speaking ยท Media Strategy ยท Customer Acquisition ยท Social Media Measurement ยท Digital Strategy ยท Return on Investment ยท Strategic Thinking ยท Growth Hacking ยท Lead Generation ยท Search Engine Marketing (SEM) ยท Facebook Marketing ยท B2B Marketing ยท Growth Strategies ยท Social Media Optimization (SMO) ยท Brand Awareness

Interfaced with hedge fund and mutual fund clients to aid with data and research requests, helping to form personal relationships and providing further access to the firm Researched and evaluated equities to develop pitches on both franchise and personal ideas to present to clients and co-workers Presented research updates from US and European equities conferences, to managers and sales team Skills: Business Strategy ยท Strategic Partnerships ยท Data Analysis ยท Public Speaking ยท Investment Banking ยท Customer Acquisition ยท Business-to-Business (B2B) ยท Strategic Thinking

Selected from approximately 20,000 applicants nationwide to join a national teacher corps of recent college graduates who commit two years to teach in under-resourced public schools Taught English & Social Studies and coached Soccer in the Bronx, NYC Tracked and analyzed reading and writing growth data in order to accurately and efficiently develop a curriculum specifically designed for studentsโ individual needs Achieved, as a collaborative group of three teachers, the highest student growth of any group participating in Teach For Americaโs summer institute program; approximately one year of growth in a four week intensive teaching period Skills: Data Analysis ยท Public Speaking
Researched and synthesized legal briefs on cases in the areas of financial & real estate law. Skills: Data Analysis ยท Business-to-Business (B2B) ยท Strategic Thinking
Activities and societies: Varsity Soccer Captain, Pentagon Society, Alpha Delta Phi, Doers and Thinkers, David E. Mason Scholarship for Excellence in Academics and Athletics
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Led affluent/high-net-worth segment digital content marketing strategy, brand delivery and key product marketing initiatives around Financial Planning, Banking, Investing, Impact Investing (Socially Responsible / ESG Investing) and Institutional and Private Philanthropic Solutions Launched measured and optimized digital marketing campaigns around proprietary content (podcasts, video series, articles, infographics, digital experiences, etc), industry leading Life-Stage based research and thought leadership across paid (social media, native platforms, partnerships) earned and owned channels (brand sites, social media, client sites and intranets) to drive acquisition, deepening and brand sentiment Managed strategy and developed content for goals-based client/prospect facing financial planning brand framework across enterprise (BOA) channels Developed product marketing strategy and positioned Impact Investing as a key solution for affluent, HNW & UHNW audiences across our enterprise wealth offerings (ML, Merrill Edge, Private Bank & US Trust) Developed product marketing strategy and positioned Institutional and Private Philanthropic Solutions offerings as key solutions for our affluent, HNW and UHNW audience segments (ML, Private Bank & US Trust) Skills: Value Propositions ยท Private Banking ยท Performance Marketing ยท Demand Generation ยท Display Advertising ยท Media Planning ยท Brand Strategy ยท Business Strategy ยท Embedded Finance ยท Strategic Partnerships ยท Conversion Optimization ยท Search Advertising ยท Customer Journeys ยท Sponsorship Marketing ยท Customer Segmentation Strategy ยท Video Production ยท Customer Journey Mapping ยท Growth Marketing ยท Product Strategy ยท Product Launch ยท Product Development ยท B2B Marketing Strategy ยท Wealth Management Services ยท Data Analysis ยท Search Engine Optimization (SEO) ยท Go-to-Market Strategy ยท Product Management ยท Marketing Automation ยท Branding & Identity ยท Audience Segmentation ยท Customer Value Proposition ยท Customer Insight ยท Public Speaking ยท Media Strategy ยท Investment Banking ยท Customer Acquisition ยท Social Media Measurement ยท Business-to-Business (B2B) ยท Digital Strategy ยท Return on Investment ยท Strategic Thinking ยท Lead Generation ยท Banking ยท Search Engine Marketing (SEM) ยท Facebook Marketing ยท Strategic Leadership ยท B2B Marketing ยท Growth Strategies ยท Social Media Optimization (SMO) ยท Brand Awareness ยท Cross-functional Team Leadership ยท Commercial Banking ยท Organizational Leadership
Developed audience focused marketing strategies and organized product teams to drive adoption of Merrill Lynch's suite of Financial Planning solutions (ML Clear, Life Priorities Apps, new Intranet, Life Plan, Hybrid Investing, Philanthropic Solutions, ESG Investing) helping to redefine and reposition the wealth management industry. Launched industry leading content-marketing-series of โLife Priorityโ based research studies across paid, earned and owned marketing channels to drive acquisition and brand sentiment leading to over 10 billion media impressions and 1600 articles. Led cross-enterprise (BOA) efforts around constructing and delivering a consistent universal financial planning brand framework. Led advertising development and delivery of paid, earned and owned campaign across broad and targeted national channels around ML taking a industry leading stance on DOL fiduciary ruling Skills: Value Propositions ยท Private Banking ยท Performance Marketing ยท Demand Generation ยท Display Advertising ยท Media Planning ยท Brand Strategy ยท Business Strategy ยท Embedded Finance ยท Strategic Partnerships ยท Conversion Optimization ยท Search Advertising ยท Customer Journeys ยท Sponsorship Marketing ยท Customer Segmentation Strategy ยท Video Production ยท Customer Journey Mapping ยท Growth Marketing ยท Product Strategy ยท Product Launch ยท Product Development ยท B2B Marketing Strategy ยท Wealth Management Services ยท Data Analysis ยท Search Engine Optimization (SEO) ยท Go-to-Market Strategy ยท Product Management ยท Marketing Automation ยท Branding & Identity ยท Audience Segmentation ยท Customer Value Proposition ยท Customer Insight ยท Public Speaking ยท Media Strategy ยท Investment Banking ยท Customer Acquisition ยท Social Media Measurement ยท Business-to-Business (B2B) ยท Digital Strategy ยท Return on Investment ยท Strategic Thinking ยท Lead Generation ยท Banking ยท Search Engine Marketing (SEM) ยท Facebook Marketing ยท Strategic Leadership ยท B2B Marketing ยท Growth Strategies ยท Social Media Optimization (SMO) ยท Brand Awareness ยท Cross-functional Team Leadership ยท Commercial Banking ยท Organizational Leadership
Skills: Value Propositions ยท Performance Marketing ยท Demand Generation ยท Display Advertising ยท Media Planning ยท Brand Strategy ยท HealthTech ยท Business Strategy ยท Strategic Partnerships ยท Conversion Optimization ยท Customer Journeys ยท Sponsorship Marketing ยท Customer Segmentation Strategy ยท Video Production ยท Customer Journey Mapping ยท Growth Marketing ยท Product Strategy ยท Product Launch ยท B2B Marketing Strategy ยท Wealth Management Services ยท Data Analysis ยท Go-to-Market Strategy ยท Branding & Identity ยท Audience Segmentation ยท Customer Value Proposition ยท Customer Insight ยท Public Speaking ยท Media Strategy ยท Customer Acquisition ยท Social Media Measurement ยท Business-to-Business (B2B) ยท Digital Strategy ยท Return on Investment ยท Strategic Thinking ยท Growth Hacking ยท Lead Generation ยท Banking ยท Facebook Marketing ยท Strategic Leadership ยท B2B Marketing ยท Growth Strategies ยท Social Media Optimization (SMO) ยท Brand Awareness
Skills: Value Propositions ยท Performance Marketing ยท Demand Generation ยท Display Advertising ยท Media Planning ยท Brand Strategy ยท HealthTech ยท Business Strategy ยท Strategic Partnerships ยท Conversion Optimization ยท Customer Journeys ยท Sponsorship Marketing ยท Customer Segmentation Strategy ยท Video Production ยท Customer Journey Mapping ยท Growth Marketing ยท Product Strategy ยท Product Launch ยท B2B Marketing Strategy ยท Wealth Management Services ยท Data Analysis ยท Go-to-Market Strategy ยท Branding & Identity ยท Audience Segmentation ยท Customer Value Proposition ยท Customer Insight ยท Public Speaking ยท Media Strategy ยท Customer Acquisition ยท Social Media Measurement ยท Business-to-Business (B2B) ยท Digital Strategy ยท Return on Investment ยท Strategic Thinking ยท Growth Hacking ยท Lead Generation ยท Banking ยท Facebook Marketing ยท B2B Marketing ยท Growth Strategies ยท Social Media Optimization (SMO) ยท Brand Awareness