What is Zach Kelly's current role?

Zach Kelly is currently working as Partner, Head of Strategy at Cycle4 Ventures.

Where did Zach Kelly study?

Zach Kelly studied Teach for America Master of Science Program at Pace University. They have 2 education entries on their profile.

Where is Zach Kelly based?

Zach Kelly is based in United States.

Zach Kelly

Q: What skills does Zach Kelly have?

Zach Kelly's top skills include Commercial Banking, Strategic Planning for Growth, Brand Strategy, Video Production, Banking. They have 20 skills listed on their profile.

Growth & Marketing Leader - Business / Brand Strategist | Integrated Marketer | Strategic Partnerships | Community Builder | Product Dev

United States500+ connectionsLinkedInUpdated 10 months ago

About Zach

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 ● Digital Marketing ● Brand Strategy ● Product Marketing ● Community Building ● Growth Hacking ● Strategic Partnerships ● Partnership Development ● Brand Positioning ● Value Proposition ● Product Strategy ● Brand Management ● Financial Services ● FinTech ● Healthcare Industry ● HealthTech ● Go-to-Market Strategy ● Market Research ● Advertising & Comms Planning ● Global Marketing ● Performance Marketing ● Growth Marketing ● Audience Segmentation ● Competitive Analysis ● Tech Stack Composition ● Cross-Channel Analytics Analysis ● Wealth Management ● Investing ● Commercial & Consumer Banking ● Lending ● Asset Management ● Higher Education Marketing ● College & University Marketing ● Sports & Entertainment Marketing ● Public Speaking at Events & Conferences ● Content Strategy ● Social Media Strategy ● Team Leadership ● AI Marketing Automation ● AI Transformation ● New Business ● Business Development ● Customer Journey Mapping ● Focus Groups

Experience

Cycle4 Ventures
- Partner, Head of Strategy
  Jul 2025 - Present · 2 mosNew York, United StatesCurrent
  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.
Chello · Full-time
- Director, Head of Growth & Marketing
  Aug 2021 - Jul 2025 · 4 yrsCharlotte, North Carolina, United States
  Head of Chello’s 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. Chello’s 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 · Performance Marketing · Demand Generation · Display Advertising · Media Planning · Brand Strategy · HealthTech · Business Strategy · Embedded Finance · Strategic Partnerships · Conversion Optimization · Search Advertising · Customer Journeys · Sponsorship Marketing · Customer Segmentation Strategy · Video Production · Customer Journey Mapping · Growth Marketing · Product Strategy · Product Launch · Product Development · B2B Marketing Strategy · Data Analysis · Search Engine Optimization (SEO) · Go-to-Market Strategy · Product Management · Marketing Automation · Branding & Identity · Audience Segmentation · Customer Value Proposition · Healthcare · Customer Insight · Public Speaking · Media Strategy · Customer Acquisition · Social Media Measurement · Business-to-Business (B2B) · Digital Strategy · Return on Investment · Strategic Thinking · Growth Hacking · Lead Generation · Banking · Search Engine Marketing (SEM) · Facebook Marketing · Strategic Leadership · B2B Marketing · Growth Strategies · Social Media Optimization (SMO) · Brand Awareness · Cross-functional Team Leadership · Commercial Banking · Organizational Leadership
Known · Full-time
- Director, Brand Marketing Strategy
  Mar 2020 - Jul 2021 · 1 yr 5 mosNew York, New York, United States
  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 · Private Banking · Performance Marketing · Demand Generation · Display Advertising · Media Planning · Brand Strategy · HealthTech · Business Strategy · Embedded Finance · Conversion Optimization · Search Advertising · Customer Journeys · Customer Segmentation Strategy · Video Production · Customer Journey Mapping · Growth Marketing · Product Strategy · Product Launch · Product Development · B2B Marketing Strategy · Wealth Management Services · Data Analysis · Search Engine Optimization (SEO) · Go-to-Market Strategy · Product Management · Marketing Automation · Branding & Identity · Audience Segmentation · Customer Value Proposition · Healthcare · Customer Insight · Public Speaking · Media Strategy · Investment Banking · Customer Acquisition · Social Media Measurement · Business-to-Business (B2B) · Digital Strategy · Return on Investment · Strategic Thinking · Growth Hacking · Lead Generation · Banking · Search Engine Marketing (SEM) · Facebook Marketing · Strategic Leadership · B2B Marketing · Growth Strategies · Social Media Optimization (SMO) · Brand Awareness · Cross-functional Team Leadership · Commercial Banking · Organizational Leadership
Full-time · 5 yrs 2 mos
- Senior Vice President, Strategic Marketing Executive
  Jun 2018 - Feb 2020 · 1 yr 9 mosNew York, New York, United States
  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: “What would you like the power to do?” (2019-2020) and “It all starts with you” (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 “Merrill” 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 · Private Banking · Performance Marketing · Demand Generation · Display Advertising · Media Planning · Brand Strategy · Business Strategy · Embedded Finance · Strategic Partnerships · Conversion Optimization · Search Advertising · Customer Journeys · Sponsorship Marketing · Customer Segmentation Strategy · Video Production · Customer Journey Mapping · Growth Marketing · Product Strategy · Product Launch · Product Development · B2B Marketing Strategy · Wealth Management Services · Data Analysis · Search Engine Optimization (SEO) · Go-to-Market Strategy · Product Management · Marketing Automation · Branding & Identity · Audience Segmentation · Customer Value Proposition · Customer Insight · Public Speaking · Media Strategy · Investment Banking · Customer Acquisition · Social Media Measurement · Business-to-Business (B2B) · Digital Strategy · Return on Investment · Strategic Thinking · Lead Generation · Banking · Search Engine Marketing (SEM) · Facebook Marketing · Strategic Leadership · B2B Marketing · Growth Strategies · Social Media Optimization (SMO) · Brand Awareness · Cross-functional Team Leadership · Commercial Banking · Organizational Leadership
- Senior Vice President, Strategic Marketing Executive
  Jan 2017 - Jun 2018 · 1 yr 6 mosNew York, New York, United States
  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 · Private Banking · Performance Marketing · Demand Generation · Display Advertising · Media Planning · Brand Strategy · Business Strategy · Embedded Finance · Strategic Partnerships · Conversion Optimization · Search Advertising · Customer Journeys · Sponsorship Marketing · Customer Segmentation Strategy · Video Production · Customer Journey Mapping · Growth Marketing · Product Strategy · Product Launch · Product Development · B2B Marketing Strategy · Wealth Management Services · Data Analysis · Search Engine Optimization (SEO) · Go-to-Market Strategy · Product Management · Marketing Automation · Branding & Identity · Audience Segmentation · Customer Value Proposition · Customer Insight · Public Speaking · Media Strategy · Investment Banking · Customer Acquisition · Social Media Measurement · Business-to-Business (B2B) · Digital Strategy · Return on Investment · Strategic Thinking · Lead Generation · Banking · Search Engine Marketing (SEM) · Facebook Marketing · Strategic Leadership · B2B Marketing · Growth Strategies · Social Media Optimization (SMO) · Brand Awareness · Cross-functional Team Leadership · Commercial Banking · Organizational Leadership
- Vice President, Strategic Marketing Executive
  Jan 2015 - Jan 2017 · 2 yrs 1 moNew York, New York, United States
  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 “Life Priority” 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 · Private Banking · Performance Marketing · Demand Generation · Display Advertising · Media Planning · Brand Strategy · Business Strategy · Embedded Finance · Strategic Partnerships · Conversion Optimization · Search Advertising · Customer Journeys · Sponsorship Marketing · Customer Segmentation Strategy · Video Production · Customer Journey Mapping · Growth Marketing · Product Strategy · Product Launch · Product Development · B2B Marketing Strategy · Wealth Management Services · Data Analysis · Search Engine Optimization (SEO) · Go-to-Market Strategy · Product Management · Marketing Automation · Branding & Identity · Audience Segmentation · Customer Value Proposition · Customer Insight · Public Speaking · Media Strategy · Investment Banking · Customer Acquisition · Social Media Measurement · Business-to-Business (B2B) · Digital Strategy · Return on Investment · Strategic Thinking · Lead Generation · Banking · Search Engine Marketing (SEM) · Facebook Marketing · Strategic Leadership · B2B Marketing · Growth Strategies · Social Media Optimization (SMO) · Brand Awareness · Cross-functional Team Leadership · Commercial Banking · Organizational Leadership
Full-time · 3 yrs 7 mos
- Vice President, Brand Strategy
  May 2013 - Dec 2014 · 1 yr 8 mos
  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 “NYY Legacy Club” deepening/retention program and created new “New Era Pinstripe Bowl” brand, helping to build new and reoccurring revenue streams for a historic MLB franchise. Managed new business, pitch development and built partnership with IMG’s 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 · Performance Marketing · Demand Generation · Display Advertising · Media Planning · Brand Strategy · HealthTech · Business Strategy · Strategic Partnerships · Conversion Optimization · Customer Journeys · Sponsorship Marketing · Customer Segmentation Strategy · Video Production · Customer Journey Mapping · Growth Marketing · Product Strategy · Product Launch · B2B Marketing Strategy · Wealth Management Services · Data Analysis · Go-to-Market Strategy · Branding & Identity · Audience Segmentation · Customer Value Proposition · Customer Insight · Public Speaking · Media Strategy · Investment Banking · Customer Acquisition · Social Media Measurement · Business-to-Business (B2B) · Digital Strategy · Return on Investment · Strategic Thinking · Growth Hacking · Lead Generation · Banking · Facebook Marketing · Strategic Leadership · B2B Marketing · Growth Strategies · Social Media Optimization (SMO) · Brand Awareness · Organizational Leadership
- Account Supervisor
  Jun 2012 - May 2013 · 1 yr
  Skills: Value Propositions · Performance Marketing · Demand Generation · Display Advertising · Media Planning · Brand Strategy · HealthTech · Business Strategy · Strategic Partnerships · Conversion Optimization · Customer Journeys · Sponsorship Marketing · Customer Segmentation Strategy · Video Production · Customer Journey Mapping · Growth Marketing · Product Strategy · Product Launch · B2B Marketing Strategy · Wealth Management Services · Data Analysis · Go-to-Market Strategy · Branding & Identity · Audience Segmentation · Customer Value Proposition · Customer Insight · Public Speaking · Media Strategy · Customer Acquisition · Social Media Measurement · Business-to-Business (B2B) · Digital Strategy · Return on Investment · Strategic Thinking · Growth Hacking · Lead Generation · Banking · Facebook Marketing · Strategic Leadership · B2B Marketing · Growth Strategies · Social Media Optimization (SMO) · Brand Awareness
- Senior Account Executive
  Jun 2011 - Jun 2012 · 1 yr 1 mo
  Skills: Value Propositions · Performance Marketing · Demand Generation · Display Advertising · Media Planning · Brand Strategy · HealthTech · Business Strategy · Strategic Partnerships · Conversion Optimization · Customer Journeys · Sponsorship Marketing · Customer Segmentation Strategy · Video Production · Customer Journey Mapping · Growth Marketing · Product Strategy · Product Launch · B2B Marketing Strategy · Wealth Management Services · Data Analysis · Go-to-Market Strategy · Branding & Identity · Audience Segmentation · Customer Value Proposition · Customer Insight · Public Speaking · Media Strategy · Customer Acquisition · Social Media Measurement · Business-to-Business (B2B) · Digital Strategy · Return on Investment · Strategic Thinking · Growth Hacking · Lead Generation · Banking · Facebook Marketing · B2B Marketing · Growth Strategies · Social Media Optimization (SMO) · Brand Awareness
BARKER
- Account Executive / Copywriter
  Jan 2010 - Jun 2011 · 1 yr 6 mosNew York, New York, United States
  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 · Demand Generation · Display Advertising · Media Planning · Brand Strategy · HealthTech · Business Strategy · Conversion Optimization · Search Advertising · Video Production · Growth Marketing · Product Strategy · Product Launch · B2B Marketing Strategy · Wealth Management Services · Data Analysis · Search Engine Optimization (SEO) · Go-to-Market Strategy · Branding & Identity · Audience Segmentation · Customer Insight · Public Speaking · Media Strategy · Customer Acquisition · Social Media Measurement · Digital Strategy · Return on Investment · Strategic Thinking · Growth Hacking · Lead Generation · Search Engine Marketing (SEM) · Facebook Marketing · B2B Marketing · Growth Strategies · Social Media Optimization (SMO) · Brand Awareness
Lehman Brothers
- Capital Markets Analyst Program
  Apr 2008 - Sep 2008 · 6 mosNew York, New York, United States
  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 · Strategic Partnerships · Data Analysis · Public Speaking · Investment Banking · Customer Acquisition · Business-to-Business (B2B) · Strategic Thinking
Teach For America
- Corps Member
  Aug 2007 - Jun 2010 · 2 yrs 11 mosNew York, New York, United States
  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 students’ individual needs Achieved, as a collaborative group of three teachers, the highest student growth of any group participating in Teach For America’s summer institute program; approximately one year of growth in a four week intensive teaching period Skills: Data Analysis · Public Speaking
Tobin & Grifferty Law Firm PC
- Law Clerk
  Jun 2006 - Sep 2007 · 1 yr 4 mosAlbany, New York Area
  Researched and synthesized legal briefs on cases in the areas of financial & real estate law. Skills: Data Analysis · Business-to-Business (B2B) · Strategic Thinking

Education

Pace UniversityTeach for America Master of Science Program2007 - 2009
Hamilton CollegeBachelor of Arts, Public Policy & English Literature2003 - 2007
Activities and societies: Varsity Soccer Captain, Pentagon Society, Alpha Delta Phi, Doers and Thinkers, David E. Mason Scholarship for Excellence in Academics and Athletics

Skills

Other

Commercial BankingStrategic Planning for GrowthBrand StrategyVideo ProductionBankingWealth Management ServicesCross-functional Team LeadershipProduct StrategyInvestment BankingProduct ManagementStrategic LeadershipHealthcarePublic SpeakingData AnalysisEmbedded FinanceHealthTechOrganizational LeadershipProduct DevelopmentPrivate BankingProduct Launch

Experience20 years

Currently atCycle4 Ventures

Based inUnited States

Studied atPace University

Roles13

Skills20

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